4Financial gives owner-led businesses a CFO with the bookkeeping included — books closed on schedule, reports built for you, and someone to decide the next move with, for a fraction of a full-time hire.
I started 4Financial to give owner-led businesses something they usually can't get without a six-figure hire: a CFO who has actually read their books. After earning my Master of Accountancy at the University of Miami and training at BDO USA — one of the country's top-10 accounting firms — I kept seeing the same gap. Companies were stuck between a single overloaded bookkeeper and a six-figure finance team they weren't ready to build.
So I built the team in between. Our bookkeeping team closes the books on schedule, Arveo lets you ask them a question in plain English, and once a month you and I sit down and decide what to do about the numbers. One flat fee, starting at $3,000 a month, bookkeeping included.
I take every Numbers Call myself, and I hold the firm to one standard: books you can actually run your business on — accurate, on time, and never a surprise.
“Every business deserves books it can actually run on — not a month late, and not full of surprises.”— Jason Kahan, Founder & CEO
Every engagement runs the same way — fast where it should be, careful where it matters.
We review your books and systems, scope the right level, get secure access, and set the standards your team will run on.
AI imports, categorizes, matches, and reconciles the repetitive work — in a fraction of the time, so nothing sits waiting.
A named accountant and a controller review every close — balance-sheet checks and accuracy — before anything reaches you.
CFO-level reporting and a review of what the numbers mean — cash flow, KPIs, and the decisions ahead — on a schedule you can count on.
