We're the CFO-level advisory arm your clients need, without ever touching the compliance and tax work that's yours.
Bereshith Advisory provides fractional-CFO and strategic advisory services only. We do not provide attest, compilation, or tax-filing services — by design. Refer the CFO-level advisory work you don't have time for to us; when our clients need compilation, review, or tax work, we refer it back to you. Your compliance and tax relationships stay yours, and grow.
We stay in advisory. You keep attest and tax. No conflict, no overlap, no poaching.
Send us your overflow advisory work. We send compilation, review, and tax work back to you.
Veteran-owned, credentialed, and accountable. Your clients are well looked after.
If you're a CPA firm looking for a CFO-level advisory partner you can refer to with confidence — and who refers attest and tax work back to you — let's talk.
Book a private conversation. We'll walk you through how our two-way referral relationship works and what your clients can expect from us.
Confidential conversation. No obligation.