Fractional CFO · Finance data · Automation
The numbers, and the system behind them.
Acta CPA is a fractional-CFO firm that builds and runs the finance infrastructure behind the numbers: one governed data layer, CFO-grade reporting, and finance operations executed by agents and reviewed by a CPA.
Three capabilities. One system.
Most finance functions are a general ledger, a payroll system, a billing tool, and a dozen spreadsheets holding them together. We replace the spreadsheets with a system — and staff it with a CFO.
Data
Every system your finances depend on — general ledger, payroll, billing, time, CRM, bank — pulled nightly into one governed warehouse. One definition of every metric. Every report reads the same number.
The data layer →CFO
Close, reporting, board and lender packages, covenant compliance, 13-week cash, forecasting. Run by CPAs who have held the seat inside operating companies, not a dashboard vendor.
The CFO seat →Automation
Month-end close, invoicing, reporting packs, and reconciliations executed by agents we build and supervise. Your CFO reviews and approves; the system does the work.
Agent-run operations →Our platform, or yours.
Most firms make you choose: hand your data to a vendor, or hire a team. We do either.
Run on Acta’s platform
The full stack from day one — connectors, warehouse, reporting, and agents — operated by us. Fastest path to a finance function that closes on time and reports from one source of truth.
Built inside your tenant
The same stack deployed in your own Microsoft 365 / Azure environment, on your data plane, under your governance. Documented and turnover-ready. Your data never leaves your tenant; your CFO still runs the function.
In production.
Not a roadmap. This is what runs for our clients every month.
Agent-executed close
A PE-backed government contractor’s books close with zero manual journal entries and zero spreadsheet touches. Executed by the system, reviewed and locked by the CFO.
Multi-entity reporting and covenants
Consolidated financials, lender covenant calculations, and board decks for a multi-entity technical services company — tied to the penny across every surface.
13-week cash forecast
A rolling forecast on a sweep-line revolver, rebuilt weekly from live bank, receivables, payables, and payroll data.
The people in the seat.
Justin Britt, CPA, CMA, MBA
Twenty years in public accounting and private-equity finance. Group CFO across a PE-backed portfolio of services companies, and the builder of the platform Acta runs on.
Jim Bulger, CPA
Former Controller at Hungry Root. Operating-company finance leadership for Acta’s CFO engagements — close, reporting, and the controls a growing company needs.
Start with a conversation.
Tell us where the finance function hurts. We’ll tell you what we would build first.