Capital Advisors · Boston, MA
Bookkeeping, tax & fractional CFO services in Boston.
A real finance team for Boston and New England businesses. CPAs, attorneys, and accounting professionals you can actually call — same person every month.
Capital Advisors · Boston, MA
A real finance team for Boston and New England businesses. CPAs, attorneys, and accounting professionals you can actually call — same person every month.
Boston isn't your typical accounting environment. Massachusetts has its own tax code, the heaviest concentration of biotech and life sciences in the country, the venture and startup ecosystem stretching out through Kendall Square and 128, and the academic and nonprofit complex that's older than the country itself.
Capital Advisors works with New England businesses across the spectrum — from venture-backed life sciences to established professional firms to the family-owned businesses that define Greater Boston. We understand Massachusetts's specific tax environment, the multistate complexity for businesses serving New England, and the regulatory rigor that comes with operating in one of the country's most sophisticated markets.
Same four service lines as our other markets, with Boston-specific expertise built in.
Monthly reconciliations, clean chart of accounts, and a financial close you can actually trust. We handle the mess so you don’t.
Federal, state, and multistate tax filings handled on time. Apportionment, sales & use tax, and nonprofit Form 990 work included.
QuickBooks, payroll, AP/AR, and time tracking set up to actually work. We integrate tools so you stop duplicating data entry.
Strategic finance support without the full-time hire. Cash flow forecasts, board reporting, and a real person to call when you need to make a decision.
Our Boston client base reflects New England's economy — a mix of life sciences and biotech, professional services, education and nonprofits, and the established service businesses defining Greater Boston.
Massachusetts runs one of the more demanding state tax regimes in the country, and Boston’s economy concentrates exactly the businesses it hits hardest. The corporate excise tax combines an income measure with a property or net-worth measure, so two firms with identical profits can owe very different amounts depending on their balance sheets. For the venture-backed life sciences and SaaS companies clustered around Kendall Square and the 128 corridor, that interacts with R&D credits, deferred revenue, and the GAAP-grade financials investors and auditors expect.
We work with New England businesses across that spectrum — biotech firms running on grant funding, software companies tracking ARR, and the established professional and family-owned firms that have anchored Greater Boston for generations. The common thread is that “good enough” bookkeeping isn’t, once you’re operating in a market this sophisticated and this scrutinized.
Do you serve businesses outside Greater Boston?
Yes. Our Boston team supports clients across New England — the 128 corridor, Cambridge, the South Shore, the North Shore, and beyond into MetroWest. Most engagements run remotely with periodic in-person meetings as needed.
Can you handle Massachusetts state tax and multistate filings?
Yes. Massachusetts has one of the more complex state tax environments — we handle MA corporate excise, personal property tax, sales & use, and apportionment for businesses operating across multiple states. We also handle the multistate filings for New England businesses serving clients across the region.
Do you work with biotech and life sciences companies?
Yes. Life sciences is a meaningful part of our Boston practice. We handle R&D credit calculations, grant accounting, GAAP-compliant financials for diligence and audits, and the reporting that biotech investors expect.
How much does outsourced bookkeeping cost?
Engagements typically range based on transaction volume, number of accounts, and complexity. We give you a flat monthly fee in week one — no hourly billing surprises. Cleanup work is quoted separately as a one-time fee.
Will I always get the same person?
Yes. Each client is assigned a senior bookkeeper as their primary contact, with a CPA reviewing the work. You won't be passed around to a rotating cast.
A 20-minute call. No pitch, no obligation. We’ll listen, ask a few questions, and tell you honestly whether we can help.
Talk to an expert Or call (617) 798-3405QuickBooks Certified ProAdvisor (Advanced). Verify our profile in the Intuit ProAdvisor directory →
Local bookkeeping, tax, systems, and fractional CFO support across the metro.
A sample of the industries our Boston team supports — each links to the finance playbook built for it.
Verified 5-star reviews from our Intuit ProAdvisor profile.
“Heather & Team helped us get our QuickBooks back on track and running the way it should. They cleaned up our historical data, tightened up our chart of accounts, streamlined reconciliations, and helped us build a much cleaner monthly close process which made a big difference for us. More importantly, they made our financials easier to actually use — clearer reporting, better cash visibility, and smoother payroll and workflows that saved us a ton of time and headaches. The team is super responsive, detail oriented, and always proactive about catching issues before they turn into problems.”
AsherAug · Verified Intuit ProAdvisor review
“Heather and team have been instrumental in creating consistency across practices, standardizing how financials are tracked and reported, and ensuring that what’s in QuickBooks actually reflects what’s happening operationally. That includes aligning reporting to production and collections, improving visibility into overhead and profitability by location, and making sure nothing slips through the cracks with insurance timing or revenue recognition. Highly recommend. Beyond just keeping the books clean, the team helps turn the numbers into something actionable.”
SteveMillT · Multi-Location Practice · Verified Intuit ProAdvisor review
“We just love this team. Our calls are always answered. In an AI world, its great to know that we have a real person working on our accounts. Our books are never a source of stress anymore!!!”
Plants&More · Verified Intuit ProAdvisor review