ACCOUNTING

BOOKKEEPING

ADVISORY

Clear numbers for smarter decisions.

Clear numbers for smarter decisions.

Personal accounting and financial guidance for founders who want greater clarity, stronger systems, and more time to build what matters.

Personal accounting and financial guidance for founders who want greater clarity, stronger systems, and more time to build what matters.

Trusted by founders and growing teams

Trusted by founders and growing teams

  • ALDER LABS

  • MORROW

  • Kinwell

  • HALCYON

  • Fieldnote

  • Sable Works

Avery Cole, CPA

Accountant

Avery Cole, CPA

Accountant

WHY CLIENTS STAY

Consistent support. Measurable confidence.

From a cleaner monthly close to decisions made with better context, Avery keeps the numbers useful and the next step clear.

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years of experience

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years of experience

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businesses supported

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businesses supported

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client retention

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client retention

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proactive check-ins each year

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proactive check-ins each year

WHAT I DO

Comprehensive financial services, designed for growth.

Monthly Bookkeeping

Accurate books and a dependable monthly close, so you always know where the business stands.

Monthly Bookkeeping

Accurate books and a dependable monthly close, so you always know where the business stands.

Tax Planning & Compliance

Year-round planning, organized filings, and clear explanations that reduce tax-time uncertainty.

Tax Planning & Compliance

Year-round planning, organized filings, and clear explanations that reduce tax-time uncertainty.

Payroll Support

A reliable payroll process, coordinated reporting, and timely support when employee needs change.

Payroll Support

A reliable payroll process, coordinated reporting, and timely support when employee needs change.

Financial Reporting

Concise monthly reporting that highlights what changed, what matters, and what deserves attention next.

Financial Reporting

Concise monthly reporting that highlights what changed, what matters, and what deserves attention next.

Fractional CFO Advisory

Senior-level perspective for cash planning, hiring, pricing, investment, and growth decisions.

Fractional CFO Advisory

Senior-level perspective for cash planning, hiring, pricing, investment, and growth decisions.

Monthly Bookkeeping

Accurate books and a dependable monthly close, so you always know where the business stands.

Tax Planning & Compliance

Year-round planning, organized filings, and clear explanations that reduce tax-time uncertainty.

Payroll Support

A reliable payroll process, coordinated reporting, and timely support when employee needs change.

Financial Reporting

Concise monthly reporting that highlights what changed, what matters, and what deserves attention next.

Fractional CFO Advisory

Senior-level perspective for cash planning, hiring, pricing, investment, and growth decisions.

MY APPROACH

A simple process. Powerful result.

01

Understand

A focused consultation to understand the business, its systems, and immediate priorities.

01

Understand

A focused consultation to understand the business, its systems, and immediate priorities.

03

Advise

Receive ongoing insight, responsive support, and guidance as the business grows.

03

Advise

Receive ongoing insight, responsive support, and guidance as the business grows.

02

Organize

Create a clear accounting structure, reporting rhythm, and practical plan.

02

Organize

Create a clear accounting structure, reporting rhythm, and practical plan.

WHY CHOOSE AVERY

More than numbers. A partner in your success.

Turn financial data into a practical operating view. Together, we’ll understand cash flow, test important decisions, and build a plan that fits the realities of your business.

A clearer cash outlook

Better-informed decisions

A financial plan tied to real priorities

ABOUT ME

Senior expertise, personally delivered.

Avery Cole is a CPA who helps founders understand their finances without jargon or unnecessary complexity. Every client relationship is led personally, from the first conversation through the monthly close and the decisions that follow.

“Good accounting should help you move forward with a clearer view—not leave you decoding the past.”

Avery Cole

TESTIMONIALS

Clarity you can feel in the way the business runs.

  • Avery gave us a reporting rhythm we can actually use. I understand the numbers now, and our monthly decisions are much calmer.

    Maya Bennett

    Founder, Fieldnote Studio

  • Avery gave us a reporting rhythm we can actually use. I understand the numbers now, and our monthly decisions are much calmer.

    Maya Bennett

    Founder, Fieldnote Studio

  • Questions never disappear into a queue. Avery responds with context, explains the tradeoffs, and makes the next step clear.

    Jonas Reed, co-founder of Alder Labs

    Jonas Reed

    Co-founder, Alder Labs

  • As we hired and expanded, the financial side stopped feeling reactive. We could plan ahead with a lot more confidence.

    Priya Shah, owner of Kinwell Health

    Priya Shah

    Owner, Kinwell Health

FAQ

A few things clients often ask first.

If your situation is different, the consultation is the best place to talk through it.

What types of businesses do you work with?

Can you replace my current accountant or bookkeeper?

Do you offer both ongoing and project-based support?

How does the consultation process work?

Do you work with clients remotely?

What should I prepare before our first conversation?

Start a conversation

Let’s make your finances feel clearer.

Tell me a little about your business and what you need help with. I’ll follow up personally to discuss the best next step.

You can expect a personal reply within two business days.

Please do not submit sensitive financial, tax, payroll, or identity information through this form. Your details will only be used to respond to your inquiry.

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