With Affinity, you’ll never wonder if your accountant is saving you money. We turn numbers into clarity, clarity into confidence, and confidence into the decisions that change lives, year-round, not just in March.
Whatever you’re facing, there’s a level of support for it
Every package starts with the same foundation of clean, reliable books and year-round tax planning, and adds deeper support as your questions get bigger: from “where is my money going?” to “can we afford this hire?” Advisory is built into every level, so you’re never buying it separately.
Foundation
Compliance + Clarity
Clean books, payroll oversight, and a quarterly review that tells you what your numbers mean. Certainty without noise.
Best fit: smaller or stable businesses
Most popular
Growth
Foundation + Advisory Partnership
A CFO in your corner every month: full KPI scorecard, 13-week cash forecast, budget vs actual, profitability by client. Decisions stop being guesses.
Best fit: businesses looking to grow
Partner
Growth + Strategic CFO
Every big move modeled before you make it: scenarios, pricing, capacity, capital, succession and exit readiness.
The faces behind Affinity, and the values we answer to.
Our team is led by Victoria Haas, a Certified Public Accountant with over 18 years in public accounting. Erin Robertson, our HR consultant, is a SHRM Certified Professional (SHRM-CP).
Our values
People First
We serve the humans behind the business, on both sides of the table.
Proactive, Not Reactive
We bring it to you before you bring it to us.
Tell the Truth, Kindly
What you need to hear, with the kindness in the delivery.
Own It
The person closest to the work owns it, with authority to act.
Always Excellent
On time, clear, delivered as promised, fixed fast, followed up without being asked.