Services we offer

We are innovating the service delivery of back-office accounting and finance services to companies in all stages of their growth cycle

Can’t find what you are looking for? We can help connect you to our network of professionals.

We will help you grow

Not only will we seamlessly handle all of your back-office functions, but we will PROACTIVELY advise you on expense efficiencies and revenue opportunities!





Why choose us ?

There are a lot of CPA firms who purport to provide back-office services as part of their overall service offerings.  We SPECIALIZE in doing nothing else!


A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.

Warren Buffet


Get prompt responses from a friendly, professional and knowledgeable support team.

Every bookkeeping service is the same, why are you different?

We are truly different. We are INNOVATORS!  We are innovating the service delivery of back-office accounting and finance services to companies in all stages of their growth cycle utilizing the most relevant and recent FinTech platforms.  We take the time to learn about your business and bring you the solutions best suited to support your business and growth trajectory.

I have a fear of commitment – what if I change my mind?

Our engagement terms are very flexible and generally involve a month-to-month commitment, allowing you the flexibility to be you.  We offer services this way because we are confident once you select us as your business partner, you will not be leaving!

Can I get a free consultation?

Absolutely! This is the way we start every client relationship.  We both need to get to know each other and decide if there is a mutual fit.  We will provide you a no cost/no obligation review of your business and a suggested service offering tailored to your needs.

I think I’m missing out on tax credits and other benefits I’m just not aware of – how do you help?

We specialize in providing C-Suite oversight of every account of ours.  You will receive the benefit of a seasoned CFO reviewing your company’s operations and bringing you proactive support and recommendations. Our team members are experts in ensuring you don't miss out on available tax credits, from Research and Development (R&D) credits to Employment Retention Tax Credits, we will ensure every available government program is brought to your attention. It’s the INNOVATE difference!

I am thinking about hiring an accountant, why do I need you?

We are ultimately business advisors to you.  We take pride in clients who “graduate” to building their own internal accounting teams, and advise them along this journey.  Innovate considers itself a partner with its clients in finding the best solution in their stage of operation.

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