Make smarter decisions with data driven insights
CFO & Tax Advisory Services to help you grow and navigate complex financial decisions
Who we are
Atheneum; a-thuh-neum, a place where people gather to learn
Our philosophy is to help you learn more about your finances and collaborate with you to implement the financial processes and systems needed to help achieve your business goals
Years of experience
Expertise across CFO services and tax advisory
Businesses served
Trusted by attorneys, doctors, and contractors alike
Client retention rate
Long-term partnerships built on consistent quality & insights
Industries served
Experience across diverse niches like healthcare, law firms, etc.
Why work with us
Our proactive, practical and forward looking approach ensures that you are prepared for today and tomorrow
We see what's missing
Financial statements miss the complete story. We help you see how the future looks like
We know your industry
Dental overhead benchmarks or contractor billing cycles, we've seen the challenges and solved them
Numbers that actually help
Be it job costing for contractors or trust accounting for attorneys, we set up accounting that enables decision making
We plan for your taxes
Most business owners scramble every April. We identify deductions, build tax projections, and ensure your set up is correct
Our expertise
Financial guidance that goes beyond monthly accounting to help businesses make timely decisions
CFO Services
We analyze your business cycles to predict problems before they happen, giving you the navigation needed to steer away from them
Tax advisory & Prep
We structure entities and time decisions strategically so that you are tax efficient and don’t end up with year-end surprises
Accounting
Accurate monthly accounting with key insights for your future and not just showing how much money you made last month
What our clients say
Hear how we’ve helped businesses like yours achieve success.
Partnering with Atheneum CFO & Advisory Services transformed CT Generator through expert financial guidance and industry insights that helped us navigate challenges while scaling our business
Working with Daniel Kaufman for 15 years has driven Ductworks’ growth through expert guidance, tailored solutions, and trusted partnership enhancing efficiency and long-term business success
Financial Insights for Real Impact
Insights and analysis to help you avoid financial mistakes and improve your bottom line
Connecticut's 87.5% Pass-Through Tax Credit Cap: What It Really Costs Your Business,
Want tailored financial strategies for your business?
Connect with our team today and discover how we can work together to help you achieve your firm’s true potential.
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