Talk directly with the person doing the work
Engagements are led by the founder. Additional Controller, FP&A, and automation capacity is added only when an engagement needs it — names and profiles are published when those seats are filled, not before.
Your first call and your monthly review are the same person
Every engagement is led personally by the founder. There is no account manager between you and the person who closes your books, and no hand-off after the sale.
That is the whole point of a fractional model at this size: you get one senior reviewer who knows your numbers, rather than a junior team and a partner you meet once a year.
How additional capacity is staffed
Engagements that outgrow one reviewer bring in the roles below. They are added per engagement, against a defined scope — and the founder stays on the account throughout.
Controller
Close oversight, balance sheet reconciliations, and financial statement quality when the volume outgrows a single reviewer.
Senior Accountant
Reconciliations, journal entries, accruals, and the supporting schedules behind reliable monthly statements.
FP&A Consultant
Budgets, rolling forecasts, and scenario models — and the monthly habit of reading them against actuals.
Automation Specialist
Data integrations, automated reporting, alerting, and document extraction, with a CPA reviewing the output.
These are roles, not current headcount. Borealis CPA Advisory is founder-led; named profiles are published here when those seats are filled.
No account managers. No hand-offs.
Your first conversation is with a senior finance professional — not a salesperson.