Unlock your business’s true potential
We focus on what's coming next for your business and how to take data based and insight driven decisions for growth.
Implementing the right financial processes and tools that help modern businesses thrive
Atheneum’s team has 20+ years of expertise in helping businesses with CFO services and tax advisory. We help you to really understand your numbers in depth and you can trust us to help you navigate real business challenges through financial insights.
Years of Experience
Decades of expertise powering your success.
Projects Successful
Proven track record of achieving business goals.
Client Satisfaction
Our clients trust us to deliver excellence.
Industries Served
Broad experience across diverse markets.
What we stand for
Business owners deserve to understand their own numbers, not just receive reports they can't interpret.
Numbers either tell the truth or they don't. There's no middle ground.
Business owners should understand exactly what their data means.
Accounting gives you data, tech enables insights for decisions.
We help you learn and be smarter about your own business.
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.
Meet The Founder
I’m a CPA with 20+ years helping businesses plan ahead. I analyze various scenarios and nonfinancial metrics to guide decisions. We serve real estate professionals, attorneys, doctors, and contractors with tech-enabled accounting, tax planning, and CFO services.
Connect with our experienced CFO advisory team
Get Insights
Submit the contact form to receive tailored financial insights and practical guidance from our team
Seamless Experience
Share your needs through the form for quick responses and smooth onboarding support.
Pricing That Makes Sense
After reviewing your inquiry, we provide transparent, practical pricing aligned with your business financial needs.