Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.

Canopy

Client Communications

Canopy
Bill

Accounts Payable

Bill

Google Drive

Google Drive

Microsoft Teams

Microsoft Teams

QuickBooks

Online Accounting

QuickBooks Online

Wave

Wave

Dropbox

Dropbox

Zoom

Video Conferencing

Zoom

PrimeNumbers

Your financial team shouldn’t
feel like outsiders

We’re not your typical accounting firm. Our virtual CFO model gives you an entire financial team that actually feels like part of yours—because we are.

Business owners need a vested advisor

You already have enough people sending invoices and disappearing until next tax season. What do you actually need? A financial partner who picks up the phone. Someone who translates your numbers into tools you can actually use. A team that knows your business well enough to spot problems before you do.

That’s not traditional accounting. That’s what we built PrimeNumbers to be.

HOW WE’RE DIFFERENT

Your team, not your vendor

When you call us, you’re not getting shuffled around to different departments. You’re talking to your team—the same people who know your business inside and out. We don’t operate in silos because your business doesn’t work that way.

Learn more about our approach →

INSIGHT YOU CAN USE

Forget those 10 MB PDF financial reports that sit unopened in your inbox. We deliver key performance indicators (KPIs) on scorecards that give real-time data on the overall health of the business, allowing decision makers to gain clarity and make data driven decisions versus relying on guesswork.

BUILT AROUND YOU

Our virtual CFO model is completely customizable. Whether you need full bookkeeping, strategic planning, cash flow management, or all of the above, we build your package during discovery. No forcing you into services you don’t need.

PROACTIVE APPROACH

We anticipate what you need before you ask. Tax planning happens throughout the year, not just at filing time. Financial guidance comes before big decisions, not after. That’s what happens when your financial team is actually invested in your success.

We speak your industry’s language

We’re not generalists trying to serve everyone. We focus on industries where we can deliver real value—because understanding your business model matters.

Construction & contractors

Job costing, cash flow between projects, and keeping growth profitable.
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Automotive service

Technician utilization, vendor cost, and profit analysis to keep your service and repair business running smoothly.
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Medical professionals

Practice management, compliance, and financial clarity for healthcare providers.
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Professional businesses

Scaling service businesses without sacrificing profitability.
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Service businesses

From HVAC to consulting, we handle the finances while you handle your clients.
Learn more →

One model. Your entire financial operations.

Our virtual CFO model brings everything under one roof—and under one team that actually communicates with each other (and with you). You pick what you need. We build it during discovery. Then we deliver it consistently, transparently, and with the kind of communication you’d expect from your own team.

Strategic insights you can actually use

Your business decisions deserve to be informed by real expertise, not generic advice. Here’s the kind of forward-thinking guidance that helps business owners stay ahead of the curve.

New IRS per diem rates in effect as of October 1

New IRS per diem rates in effect as of October 1

The IRS has released its 2026-2027 special per diem rates for business travel, and the changes took effect October 1st. If your company reimburses employees for travel expenses, now is the time to update your rates, review your reimbursement policy, and ensure your expense systems reflect the latest IRS guidance before outdated rates create compliance problems. Read our latest article to learn what changed, what it means for your business, and what your finance team should do right now.
How much cash should your business actually keep?

How much cash should your business actually keep?

How much cash should your business keep on hand? The answer depends on more than a simple rule of thumb. This article breaks down a practical framework for separating your cash into layers, covering operating needs, committed funds, and contingency reserves, so you can make smarter decisions about liquidity, capital allocation, and when cash truly becomes excess.
A new federal tax credit could help fund K-12 scholarships starting in 2027

A new federal tax credit could help fund K-12 scholarships starting in 2027

Starting in 2027, a new federal tax credit will allow eligible taxpayers to reduce their tax liability dollar for dollar by making cash contributions to qualifying Scholarship Granting Organizations that fund K-12 education. Unlike a charitable deduction, this credit directly offsets what you owe, with individual credits of up to $1,700 per year and up to $3,400 for married couples filing jointly. If you support education-focused giving, now is the time to understand how this new credit interacts with existing state programs and your overall charitable strategy.
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Ready to work with a financial team that gets it?

Let’s talk about what a virtual CFO partnership actually looks like for your business. No sales pitch. No cookie-cutter packages. Just a real conversation about where you are and where you want to go.