Precision accounting for startups & small business
We transform financial data into powerful business intelligence so you can scale with confidence.
Why choose us
Why choose us
Accounting is in our DNA
We operate with a sense of urgency and precision. Our team of experienced virtual accountants ensures your books are up to date, accurate, and ready for whatever comes next—whether it’s a tax filing, investor pitch, or budget planning session.
Other Firms
Other Firms
Other Firms
Generic strategies
One-size-fits-all solutions that lack personalized insights and flexibility.
Generic strategies
One-size-fits-all solutions that lack personalized insights and flexibility.
Generic strategies
One-size-fits-all solutions that lack personalized insights and flexibility.
Limited industry experience
Clients are left to navigate complex challenges with minimal expert support.
Limited industry experience
Clients are left to navigate complex challenges with minimal expert support.
Limited industry experience
Clients are left to navigate complex challenges with minimal expert support.
Reactive responsiveness
Businesses are left addressing issues as they arise instead of anticipating needs with forward-thinking strategies.
Reactive responsiveness
Businesses are left addressing issues as they arise instead of anticipating needs with forward-thinking strategies.
Reactive responsiveness
Businesses are left addressing issues as they arise instead of anticipating needs with forward-thinking strategies.
Lack of accessibility
Slow response times can often impede decision making.
Lack of accessibility
Slow response times can often impede decision making.
Lack of accessibility
Slow response times can often impede decision making.
With AccountAbiliti
Tailored approach
Custom strategies designed to fit your unique business needs and adjust quickly as your company evolves.
Universal experience
We've worked with businesses in virtually every industry. We've seen it all and adapt effortlessly.
Proactive communication
Anticipation is a valuable trait in accounting. We engage with businesses regularly to genuinely understand the business.
Dynamic accessibility
Whether it’s a general inquiry or a critical request, we always respond with a sense of urgency.
With AccountAbiliti
Tailored approach
Custom strategies designed to fit your unique business needs and adjust quickly as your company evolves.
Universal experience
We've worked with businesses in virtually every industry. We've seen it all and adapt effortlessly.
Proactive communication
Anticipation is a valuable trait in accounting. We engage with businesses regularly to genuinely understand the business.
Dynamic accessibility
Whether it’s a general inquiry or a critical request, we always respond with a sense of urgency.
With AccountAbiliti
With AccountAbiliti
Tailored approach
Custom strategies designed to fit your unique business needs and adjust quickly as your company evolves.
Tailored approach
Custom strategies designed to fit your unique business needs and adjust quickly as your company evolves.
Universal experience
We've worked with businesses in virtually every industry. We've seen it all and adapt effortlessly.
Universal experience
We've worked with businesses in virtually every industry. We've seen it all and adapt effortlessly.
Proactive communication
Anticipation is a valuable trait in accounting. We engage with businesses regularly to genuinely understand the business.
Proactive communication
Anticipation is a valuable trait in accounting. We engage with businesses regularly to genuinely understand the business.
Dynamic accessibility
Whether it’s a general inquiry or a critical request, we always respond with a sense of urgency.
Dynamic accessibility
Whether it’s a general inquiry or a critical request, we always respond with a sense of urgency.
Services
Services
Services
Tailored services for any industry or business
Bookkeeping
Reconcilliation, invoice & bill processing, payroll data entry, expense management, and more.
Advanced Accounting
Sophisticated accrual accounting, financial statement prep, multi-entry consolidations, audit & compliance support, dashboards & KPIs, regulatory filings.
Strategic Finance
Annual budget & detailed forecasting, comprehensive planning & scenario modeling, fundraising, M&A & due-diligence, risk management & governance, board & investor reporting
Bookkeeping
Reconcilliation, invoice & bill processing, payroll data entry, expense management, and more.
Advanced Accounting
Sophisticated accrual accounting, financial statement prep, multi-entry consolidations, audit & compliance support, dashboards & KPIs, regulatory filings.
Strategic Finance
Annual budget & detailed forecasting, comprehensive planning & scenario modeling, fundraising, M&A & due-diligence, risk management & governance, board & investor reporting
Bookkeeping
Reconcilliation, invoice & bill processing, payroll data entry, expense management, and more.
Advanced Accounting
Sophisticated accrual accounting, financial statement prep, multi-entry consolidations, audit & compliance support, dashboards & KPIs, regulatory filings.
Strategic Finance
Annual budget & detailed forecasting, comprehensive planning & scenario modeling, fundraising, M&A & due-diligence, risk management & governance, board & investor reporting
Bookkeeping
Reconcilliation, invoice & bill processing, payroll data entry, expense management, and more.
Advanced Accounting
Sophisticated accrual accounting, financial statement prep, multi-entry consolidations, audit & compliance support, dashboards & KPIs, regulatory filings.
Strategic Finance
Annual budget & detailed forecasting, comprehensive planning & scenario modeling, fundraising, M&A & due-diligence, risk management & governance, board & investor reporting
Pricing
Pricing
Pricing
Simple, transparent pricing.
Essential Bookkeeping
For small businesses that need reliable day-to-day financial hygiene
Starting at
$499
/month
Daily transaction recording
Bank reconcilliation
AP/AR processing & bill pay
Receipt capture
Expense categorization
Basic P&L and balance sheet
Advanced Accounting
For growing companies that need more structured financials & deeper insights
Starting at
$1,499
/month
Accrual close with journal entries
Balance-sheet reconcilliations
Tailored P&L, cash-flow & KPIs
(i.e., ASC 606)
Advanced revenue recognition
Custom month-end financial package
Dedicated external tax and audit liaison
Strategic Finance
For companies that need experienced financial leadership to provide immediate insight & measurable value
Starting at
$3,499
/month
Strategic planning & rolling forecasts
Scenario & "what-if" modeling
Fundraising and M&A due-dilligence
Board-ready presentations
KPI deep-dives
Risk management & policy development
Essential Bookkeeping
For small businesses that need reliable day-to-day financial hygiene
Starting at
$499
/month
Daily transaction recording
Bank reconcilliation
AP/AR processing & bill pay
Receipt capture
Expense categorization
Basic P&L and balance sheet
Advanced Accounting
For growing companies that need more structured financials & deeper insights
Starting at
$1,499
/month
Accrual close with journal entries
Balance-sheet reconcilliations
Tailored P&L, cash-flow & KPIs
(i.e., ASC 606)
Advanced revenue recognition
Custom month-end financial package
Dedicated external tax and audit liaison
Strategic Finance
For companies that need experienced financial leadership to provide immediate insight & measurable value
Starting at
$3,499
/month
Strategic planning & rolling forecasts
Scenario & "what-if" modeling
Fundraising and M&A due-dilligence
Board-ready presentations
KPI deep-dives
Risk management & policy development
Essential Bookkeeping
For small businesses that need reliable day-to-day financial hygiene
Starting at
$499
/month
Daily transaction recording
Bank reconcilliation
AP/AR processing & bill pay
Receipt capture
Expense categorization
Basic P&L and balance sheet
Advanced Accounting
For growing companies that need more structured financials & deeper insights
Starting at
$1,499
/month
Accrual close with journal entries
Balance-sheet reconcilliations
Tailored P&L, cash-flow & KPIs
(i.e., ASC 606)
Advanced revenue recognition
Custom month-end financial package
Dedicated external tax and audit liaison
Strategic Finance
For companies that need experienced financial leadership to provide immediate insight & measurable value
Starting at
$3,499
/month
Strategic planning & rolling forecasts
Scenario & "what-if" modeling
Fundraising and M&A due-dilligence
Board-ready presentations
KPI deep-dives
Risk management & policy development
Essential Bookkeeping
For small businesses that need reliable day-to-day financial hygiene
Starting at
$499
/month
Daily transaction recording
Bank reconcilliation
AP/AR processing & bill pay
Receipt capture
Expense categorization
Basic P&L and balance sheet
Advanced Accounting
For growing companies that need more structured financials & deeper insights
Starting at
$1,499
/month
Accrual close with journal entries
Balance-sheet reconcilliations
Tailored P&L, cash-flow & KPIs
(i.e., ASC 606)
Advanced revenue recognition
Custom month-end financial package
Dedicated external tax and audit liaison
Strategic Finance
For companies that need experienced financial leadership to provide immediate insight & measurable value
Starting at
$3,499
/month
Strategic planning & rolling forecasts
Scenario & "what-if" modeling
Fundraising and M&A due-dilligence
Board-ready presentations
KPI deep-dives
Risk management & policy development
Essential Bookkeeping
For small businesses that need reliable day-to-day financial hygiene
Starting at
$499
/month
Daily transaction recording
Bank reconcilliation
AP/AR processing & bill pay
Receipt capture
Expense categorization
Basic P&L and balance sheet
Advanced Accounting
For growing companies that need more structured financials & deeper insights
Starting at
$1,499
/month
Accrual close with journal entries
Balance-sheet reconcilliations
Tailored P&L, cash-flow & KPIs
(i.e., ASC 606)
Advanced revenue recognition
Custom month-end financial package
Dedicated external tax and audit liaison
Strategic Finance
For companies that need experienced financial leadership to provide immediate insight & measurable value
Starting at
$3,499
/month
Strategic planning & rolling forecasts
Scenario & "what-if" modeling
Fundraising and M&A due-dilligence
Board-ready presentations
KPI deep-dives
Risk management & policy development
How it works
How it works
How it works
Proven process
for every business
Proven process
for every business
01
Introduction
A scheduled 30-45 minute discovery conference call. We dive into your operations, financial goals, current bookkeeping challenges, and growth plans. By the end of this call, both sides share a clear picture of scope, timing, and success metrics.
01
Introduction
A scheduled 30-45 minute discovery conference call. We dive into your operations, financial goals, current bookkeeping challenges, and growth plans. By the end of this call, both sides share a clear picture of scope, timing, and success metrics.
01
Introduction
A scheduled 30-45 minute discovery conference call. We dive into your operations, financial goals, current bookkeeping challenges, and growth plans. By the end of this call, both sides share a clear picture of scope, timing, and success metrics.
02
Assessment & Scope Definition
Our team reviews transaction volume, integration points (POS, payroll, expense tools), and existing workflows. We map out which services you may require - monthly bookkeeping, outsourced accounting, fractional CFO services, and the frequency of deliverables (e.g., month-end financial pack, cash-flow forecasts, KPI dashboards).
02
Assessment & Scope Definition
Our team reviews transaction volume, integration points (POS, payroll, expense tools), and existing workflows. We map out which services you may require - monthly bookkeeping, outsourced accounting, fractional CFO services, and the frequency of deliverables (e.g., month-end financial pack, cash-flow forecasts, KPI dashboards).
02
Assessment & Scope Definition
Our team reviews transaction volume, integration points (POS, payroll, expense tools), and existing workflows. We map out which services you may require - monthly bookkeeping, outsourced accounting, fractional CFO services, and the frequency of deliverables (e.g., month-end financial pack, cash-flow forecasts, KPI dashboards).
03
Implementation & Integration
An extensive review of accounting system configurations, historical transactions, chart of accounts, and opening balances is completed - validating for accuracy as we go. You receive onboarding training to know exactly where and how to drop receipts, upload invoices, and request reports.
03
Implementation & Integration
An extensive review of accounting system configurations, historical transactions, chart of accounts, and opening balances is completed - validating for accuracy as we go. You receive onboarding training to know exactly where and how to drop receipts, upload invoices, and request reports.
03
Implementation & Integration
An extensive review of accounting system configurations, historical transactions, chart of accounts, and opening balances is completed - validating for accuracy as we go. You receive onboarding training to know exactly where and how to drop receipts, upload invoices, and request reports.
04
Ongoing Optimization & Reporting
Every month we finalize your books, deliver a financial package, and provide narratives highlighting variances and opportunities. Periodic calls with your dedicated accountant will be scheduled to discuss observations, refine forecasts, offer process improvement suggestions, and to have proactive conversations to adapt to your company's vision.
04
Ongoing Optimization & Reporting
Every month we finalize your books, deliver a financial package, and provide narratives highlighting variances and opportunities. Periodic calls with your dedicated accountant will be scheduled to discuss observations, refine forecasts, offer process improvement suggestions, and to have proactive conversations to adapt to your company's vision.
04
Ongoing Optimization & Reporting
Every month we finalize your books, deliver a financial package, and provide narratives highlighting variances and opportunities. Periodic calls with your dedicated accountant will be scheduled to discuss observations, refine forecasts, offer process improvement suggestions, and to have proactive conversations to adapt to your company's vision.
Impact
Impact
Impact
Consistent results. Everytime.
Our precision services position your business for lasting growth and ongoing accountability
Select your revenue range below to see the average impact we can make in a business of any size.
-$500K
$500K - $5M
+$5M
Owner's time savings
24%
Up to
Frees 20-40 hours/month for sales, operations, and growth
Accuracy
35-40%
improvement
Few errors = more reliable data and lower tax prep costs
Cash clarity
2x
probability of success
Enhanced cash management empowers business owners to achieve their goals
Scalability
30%
faster growth
Flexible support structure allows reinvestment into profitable products and services
Tax savings
$2k-$10k
per year
Better compliance helps maximize deductions and avoid penalties
Cost savings
$45k-$60k
per year
Avoid full-time payroll + benefits of an in-house bookkeeper
Select your revenue range below to see the average impact we can make in a business of any size.
-$500K
$500K - $5M
+$5M
Owner's time savings
Up to
24%
Frees 20-40 hours/month for sales, operations, and growth
Accuracy
35-40%
improvement
Few errors = more reliable data and lower tax prep costs
Cash clarity
2x
probability of success
Enhanced cash management empowers business owners to achieve their goals
Scalability
30%
faster growth
Flexible support structure allows reinvestment into profitable products and services
Tax savings
$2k-$10k
per year
Better compliance helps maximize deductions and avoid penalties
Cost savings
$45k-$60k
per year
Avoid full-time payroll + benefits of an in-house bookkeeper
Select your revenue range below to see the average impact we can make in a business of any size.
-$500K
$500K - $5M
+$5M
Owner's time savings
Up to
24%
Frees 20-40 hours/month for sales, operations, and growth
Accuracy
35-40%
improvement
Few errors = more reliable data and lower tax prep costs
Cash clarity
2x
probability of success
Enhanced cash management empowers business owners to achieve their goals
Scalability
30%
faster growth
Flexible support structure allows reinvestment into profitable products and services
Tax savings
$2k-$10k
per year
Better compliance helps maximize deductions and avoid penalties
Cost savings
$45k-$60k
per year
Avoid full-time payroll + benefits of an in-house bookkeeper
Select your revenue range below to see the average impact we can make in a business of any size.
-$500K
$500K - $5M
+$5M
Owner's time savings
Up to
24%
Frees 20-40 hours/month for sales, operations, and growth
Accuracy
35-40%
improvement
Few errors = more reliable data and lower tax prep costs
Cash clarity
2x
probability of success
Enhanced cash management empowers business owners to achieve their goals
Scalability
30%
faster growth
Flexible support structure allows reinvestment into profitable products and services
Tax savings
$2k-$10k
per year
Better compliance helps maximize deductions and avoid penalties
Cost savings
$45k-$60k
per year
Avoid full-time payroll + benefits of an in-house bookkeeper
Select your revenue range below to see the average impact we can make in a business of any size.
-$500K
$500K - $5M
+$5M
Owner's time savings
Up to
24%
Frees 20-40 hours/month for sales, operations, and growth
Accuracy
35-40%
improvement
Few errors = more reliable data and lower tax prep costs
Cash clarity
2x
probability of success
Enhanced cash management empowers business owners to achieve their goals
Scalability
30%
faster growth
Flexible support structure allows reinvestment into profitable products and services
Tax savings
$2k-$10k
per year
Better compliance helps maximize deductions and avoid penalties
Cost savings
$45k-$60k
per year
Avoid full-time payroll + benefits of an in-house bookkeeper
Blog
Blog
Blog
Industry news coming soon
FAQ
FAQ
FAQ
Answers to your most common questions
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on recording and organizing your daily financial transactions - think data entry and transaction tracking. Accounting takes this organized data and turns it into meaningful financial reports, tax compliance, and strategic insights to help you make informed business decisions.
How do I know which pricing plan is right for my business?
The right plan depends on your business size, transaction volume, and complexity. Our Essential plan works well for small businesses with basic needs, while our Strategic Finance plan suits growing companies requiring comprehensive financial management. We offer a free consultation to assess your specific needs and recommend the best fit for your budget and goals.
Does AccountAbiliti support both cash and accrual accounting?
Yes, we work with businesses using cash basis, accrual basis (US GAAP), and modified accrual (hybrid) accounting methods to ensure compliance with your specific reporting requirements.
Can AccountAbiliti help me if I’m behind on my historical bookkeeping?
Absolutely! We specialize in cleanup projects and can get you caught up regardless of how far behind you are. Our typical catch-up process takes 2-4 weeks depending on the complexity and volume of transactions. We'll also implement systems to prevent future backlogs.
Does AccountAbiliti do individual or business taxes?
At this time, we do not offer tax preparation services. However, this could change in the future so please check in periodically as we roll out additional services.
Does AccountAbiliti assist with human resources?
We offer payroll processing and 1099 reporting as add-on services. Our Strategic Finance plan can include additional HR support such as salary benchmarking, compensation structure design, benefits evaluation, and severance planning.
What systems does AccountAbiliti have experience with?
We have experience with a wide range of accounting software (Quickbooks, Xero, Sage, Zoho, and NetSuite), add-on modules (Maxio, Bill.com, Avalara, Expensify, Concur, HubSpot, Salesforce) and payroll providers (ADP, Gusto, Deel, Tri-Net, Paylocity). Additionally, we have integrated countless banks and business credit card companies into existing accounting systems.
Who owns my financial records and what permissions will I have for the systems?
The ownership of the financial records belongs to you. As a client, you do not lose any access to or control over your books and will retain the primary administrator of your systems. You’ll be able to view all transactions and pull reports at any time while we handle the day-to-day financial hygiene behind the scenes.
Can I change or cancel my subscription plan?
Yes, our plans are designed to scale with your business. You can upgrade or downgrade at any time. Cancellation requires 60 days' notice, and we're actually proud when clients outgrow our services—we'll help transition you to an in-house team when you're ready.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on recording and organizing your daily financial transactions - think data entry and transaction tracking. Accounting takes this organized data and turns it into meaningful financial reports, tax compliance, and strategic insights to help you make informed business decisions.
How do I know which pricing plan is right for my business?
The right plan depends on your business size, transaction volume, and complexity. Our Essential plan works well for small businesses with basic needs, while our Strategic Finance plan suits growing companies requiring comprehensive financial management. We offer a free consultation to assess your specific needs and recommend the best fit for your budget and goals.
Does AccountAbiliti support both cash and accrual accounting?
Yes, we work with businesses using cash basis, accrual basis (US GAAP), and modified accrual (hybrid) accounting methods to ensure compliance with your specific reporting requirements.
Can AccountAbiliti help me if I’m behind on my historical bookkeeping?
Absolutely! We specialize in cleanup projects and can get you caught up regardless of how far behind you are. Our typical catch-up process takes 2-4 weeks depending on the complexity and volume of transactions. We'll also implement systems to prevent future backlogs.
Does AccountAbiliti do individual or business taxes?
At this time, we do not offer tax preparation services. However, this could change in the future so please check in periodically as we roll out additional services.
Does AccountAbiliti assist with human resources?
We offer payroll processing and 1099 reporting as add-on services. Our Strategic Finance plan can include additional HR support such as salary benchmarking, compensation structure design, benefits evaluation, and severance planning.
What systems does AccountAbiliti have experience with?
We have experience with a wide range of accounting software (Quickbooks, Xero, Sage, Zoho, and NetSuite), add-on modules (Maxio, Bill.com, Avalara, Expensify, Concur, HubSpot, Salesforce) and payroll providers (ADP, Gusto, Deel, Tri-Net, Paylocity). Additionally, we have integrated countless banks and business credit card companies into existing accounting systems.
Who owns my financial records and what permissions will I have for the systems?
The ownership of the financial records belongs to you. As a client, you do not lose any access to or control over your books and will retain the primary administrator of your systems. You’ll be able to view all transactions and pull reports at any time while we handle the day-to-day financial hygiene behind the scenes.
Can I change or cancel my subscription plan?
Yes, our plans are designed to scale with your business. You can upgrade or downgrade at any time. Cancellation requires 60 days' notice, and we're actually proud when clients outgrow our services—we'll help transition you to an in-house team when you're ready.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on recording and organizing your daily financial transactions - think data entry and transaction tracking. Accounting takes this organized data and turns it into meaningful financial reports, tax compliance, and strategic insights to help you make informed business decisions.
How do I know which pricing plan is right for my business?
The right plan depends on your business size, transaction volume, and complexity. Our Essential plan works well for small businesses with basic needs, while our Strategic Finance plan suits growing companies requiring comprehensive financial management. We offer a free consultation to assess your specific needs and recommend the best fit for your budget and goals.
Does AccountAbiliti support both cash and accrual accounting?
Yes, we work with businesses using cash basis, accrual basis (US GAAP), and modified accrual (hybrid) accounting methods to ensure compliance with your specific reporting requirements.
Can AccountAbiliti help me if I’m behind on my historical bookkeeping?
Absolutely! We specialize in cleanup projects and can get you caught up regardless of how far behind you are. Our typical catch-up process takes 2-4 weeks depending on the complexity and volume of transactions. We'll also implement systems to prevent future backlogs.
Does AccountAbiliti do individual or business taxes?
At this time, we do not offer tax preparation services. However, this could change in the future so please check in periodically as we roll out additional services.
Does AccountAbiliti assist with human resources?
We offer payroll processing and 1099 reporting as add-on services. Our Strategic Finance plan can include additional HR support such as salary benchmarking, compensation structure design, benefits evaluation, and severance planning.
What systems does AccountAbiliti have experience with?
We have experience with a wide range of accounting software (Quickbooks, Xero, Sage, Zoho, and NetSuite), add-on modules (Maxio, Bill.com, Avalara, Expensify, Concur, HubSpot, Salesforce) and payroll providers (ADP, Gusto, Deel, Tri-Net, Paylocity). Additionally, we have integrated countless banks and business credit card companies into existing accounting systems.
Who owns my financial records and what permissions will I have for the systems?
The ownership of the financial records belongs to you. As a client, you do not lose any access to or control over your books and will retain the primary administrator of your systems. You’ll be able to view all transactions and pull reports at any time while we handle the day-to-day financial hygiene behind the scenes.
Can I change or cancel my subscription plan?
Yes, our plans are designed to scale with your business. You can upgrade or downgrade at any time. Cancellation requires 60 days' notice, and we're actually proud when clients outgrow our services—we'll help transition you to an in-house team when you're ready.
About Mark
Transforming financial complexity into growth opportunities for entrepreneurs & small businesses
With over 20 years of hands-on experience, Mark has successfully helped startups and small businesses scale from pre-revenue to over $50M in annual revenues. He specializes in removing the financial roadblocks that keep founders awake at night - whether that's implementing your first proper accounting system, preparing for investor due diligence, or navigating complex tax situations as you grow.
Mark has worked across diverse industries including private equity, biotech, manufacturing, SaaS, and innovative AI companies, giving him the real-world perspective to solve problems other accountants might miss. His approach is simple: cut through the jargon, focus on what matters for your business, and give you the financial clarity you need to make confident decisions.
What Mark brings to your business
Strategic financial planning that actually moves the needle
ERP implementations that work for growing companies
Technical accounting expertise for complex transactions
Exit preparation and M&A support
Fractional CFO services for businesses ready to scale
Mark holds B.S. degrees in Accounting and Finance from the University of Central Florida and an M.S. in Accountancy from Saint Mary's College of California.
Based in Greenville, SC, Mark enjoys exploring the local food scene with his wife and recharging through outdoor adventures and travel.
Mark Herman
Founder & Managing Principal
View bio
Contact us
Talk with Mark to get started today
About Mark
Transforming financial complexity into growth opportunities for entrepreneurs & small businesses
With over 20 years of hands-on experience, Mark has successfully helped startups and small businesses scale from pre-revenue to over $50M in annual revenues. He specializes in removing the financial roadblocks that keep founders awake at night - whether that's implementing your first proper accounting system, preparing for investor due diligence, or navigating complex tax situations as you grow.
Mark has worked across diverse industries including private equity, biotech, manufacturing, SaaS, and innovative AI companies, giving him the real-world perspective to solve problems other accountants might miss. His approach is simple: cut through the jargon, focus on what matters for your business, and give you the financial clarity you need to make confident decisions.
What Mark brings to your business
Strategic financial planning that actually moves the needle
ERP implementations that work for growing companies
Technical accounting expertise for complex transactions
Exit preparation and M&A support
Fractional CFO services for businesses ready to scale
Mark holds B.S. degrees in Accounting and Finance from the University of Central Florida and an M.S. in Accountancy from Saint Mary's College of California.
Based in Greenville, SC, Mark enjoys exploring the local food scene with his wife and recharging through outdoor adventures and travel.
Contact us
Talk with Mark to get started today
Mark Herman
Founder & Managing Principal
View bio
About Mark
Transforming financial complexity into growth opportunities for entrepreneurs & small businesses
With over 20 years of hands-on experience, Mark has successfully helped startups and small businesses scale from pre-revenue to over $50M in annual revenues. He specializes in removing the financial roadblocks that keep founders awake at night - whether that's implementing your first proper accounting system, preparing for investor due diligence, or navigating complex tax situations as you grow.
Mark has worked across diverse industries including private equity, biotech, manufacturing, SaaS, and innovative AI companies, giving him the real-world perspective to solve problems other accountants might miss. His approach is simple: cut through the jargon, focus on what matters for your business, and give you the financial clarity you need to make confident decisions.
What Mark brings to your business
Strategic financial planning that actually moves the needle
ERP implementations that work for growing companies
Technical accounting expertise for complex transactions
Exit preparation and M&A support
Fractional CFO services for businesses ready to scale
Mark holds B.S. degrees in Accounting and Finance from the University of Central Florida and an M.S. in Accountancy from Saint Mary's College of California.
Based in Greenville, SC, Mark enjoys exploring the local food scene with his wife and recharging through outdoor adventures and travel.
Contact us
Talk with Mark to get started today
Mark Herman
Founder & Managing Principal
View bio