Outsourced Accounting
Your complete back office — bookkeeping, monthly close, reconciliations, payroll, and financial statements you can actually run the business on.
See what's includedOutsourced Accounting · Fractional Controller & CFO · Nationwide
Know exactly where your
business stands — every month,
not 60 days late.
Tristan CPA is the full outsourced finance team behind that clarity — clean monthly books, a fractional Controller, and a CFO who turns the numbers into confident decisions. Big-firm expertise for $1M–$10M businesses, nationwide, without the overhead.
- Monthly closes completed
- 0+
- Avg. days to monthly close
- 0
- Client retention
- 0%
- Jobs senior-led, CPA-overseen
- 0%
Dorchester Brewing Co.
Craft & Caro
Meraki Spa
Insight Realty Group
SweatFixx
Dorchester Brewing Co.
Craft & Caro
Meraki Spa
Insight Realty Group
SweatFixx
What we do
One partner for every stage
of your finance function.
Most owners find us when one thing's already on fire — the taxes, a mess in the books, a lender asking for statements. We put that out first, then build the finance function that keeps it from flaring up again.
Fractional Controller
Senior oversight without the full-time hire — close management, internal controls, accurate reporting, and a tighter, faster monthly process.
See what's includedFractional CFO
Strategic financial leadership — cash-flow forecasting, budgeting, KPIs, and board- and investor-ready insight to guide your next move.
See what's includedTax & Advisory
Proactive, year-round tax planning and preparation for your business and owners — entity strategy and advice that starts long before April.
See what's includedHow we think
Most owners don't have a
numbers problem.
They can usually pull up their numbers — they just don't fully understand them, or trust that they're accurate enough to act on. So the big calls get made on gut. We translate the numbers and keep them accurate, and confident decisions follow. That's the whole job — and it's how we build every engagement.
Clarity
Plenty of owners can pull up a report; far fewer understand what it's telling them. We sit down and translate the numbers into plain language — and turn them into insight you can act on, not just look at.
Discipline
Your books get closed and reconciled on time, every single month — no chasing us, no year-end scramble. You're never left guessing whether the numbers are right.
Confidence
When it's time to make a real call — whether to hire, whether you can afford that loan — you'll have the numbers behind you instead of a gut feel.
“Give business owners financial clarity and peace of mind knowing that they made the right business decision.”
— The Tristan CPA mission
A look inside the work
The picture you get every month,
not 60 days late.
Pick any month. Books closed by the 15th, the numbers translated into plain language, the trend you can finally act on. The figures are illustrative — the clarity is exactly what lands in your inbox.
Monthly close · 2025
FocusOptic Optometry Co
Books closed · Day 11
4 days ahead of the 15th
Cash on hand
$412K
▲ +$26K vs. Nov
JFMAMJJASOND
KPI scorecard · Level 2
Gross margin
▲ +0.6 pts
64.4%
of revenue
Net margin
▲ +1.2 pts
16.2%
bottom line
Cash runway
▲ +0.4 mo
9.1
months
Revenue vs. plan — December
▲ +4.9% to planIllustrative figures for a $1M–$10M operator. Your dashboard, your numbers — closed and delivered by the 15th, every month.
Why Tristan CPA
Yes, we've handled a business like yours.
From a one-entity service shop to a multi-location operator doing $10M+. Your industry doesn't change the fundamentals — growth does. More entities, payroll across state lines, inventory that never quite ties out. That's the part most generalists trip on, and the part we're built for.
One team, every stage
Start with bookkeeping, add a fractional Controller as you scale, bring in CFO strategy when you raise. Your finance function grows without re-hiring.
A full department, fractional cost
Senior accounting, controller, and CFO support for less than the cost of one full-time finance hire — without actually having to hire anyone.
Real-time financial clarity
Cloud accounting and live dashboards mean you know where you stand right now — not whenever the books finally catch up.
Always a senior in your corner
Every engagement is led by a senior accountant and overseen by a CPA-Controller who knows your business — never handed off to junior staff working unsupervised.
Service packages
Three ways to work together.
One clear path as you grow.
Not sure whether you need a bookkeeper, a controller, or a CFO? Most owners aren't — that's exactly what the tiers sort out. Most land in Growth or Partner; you start where you are and climb as you grow, never out to a new firm.
Foundation
Clean books, clear picture
from$750/mo
For newer or simpler operations that need reliable, compliant books and a true picture of where they stand.
- Full-cycle outsourced accounting & monthly close
- Monthly financial statements
- Level 1 KPI scorecard — your financial vitals
- Annual business & owner tax return
- Accountant + CPA review
Growth
Numbers that drive decisions
from$2,500/mo
For established $1M–$10M businesses that want to run against a plan, not find out how they did three months later — with a senior controller in your corner every month.
- Everything in Foundation, plus controller oversight
- Annual budget + monthly budget-vs-actual
- Level 2 KPI scorecard — drivers & targets
- Monthly checkup call with your accountant
- Proactive tax planning (mid-year & year-end)
Partner
A CFO in your corner
from$6,000/mo
For owners making bigger bets — a fundraise, an acquisition — who want a CFO in the room when it counts.
- Everything in Growth, plus a fractional CFO
- Quarterly strategy sessions with your advisor
- Rolling forecast + scenario & what-if modeling
- Level 3 KPI scorecard — strategic & leading indicators
- Board-, investor- & lender-ready reporting
The rhythm
Your finance calendar — running every month, without fail.
Discipline isn't a personality trait — it's a calendar. Play through a full year and see exactly what lands in your inbox every month, quarter, and year-end.
January · Q4 month
1
/ 12
January
2025 · month 1 of 12
Monthly
Q4 close
Tax planning
Year-end
Every month
Close & check in
- Books closed by day 15
- Financials + KPI scorecard delivered
- Checkup call with your accountant
Every quarter
Step back & steer
- CFO strategy session
- Reforecast the next 12 months
- Pressure-test your next big decision
Every year
Plan & reset
- Annual budget build
- Strategic planning session
- Tax planning + scorecard reset
July & November
Tax planning
- Mid-year tax projection review
- Estimated payment strategy
- Year-end opportunity assessment
In their words
Not just happier owners.
Owners who can finally see.
Accounting systems built to last
“Tristan CPA has been instrumental in helping us create and maintain accounting systems that will provide the Dorchester Brewing management team with financial clarity and oversight for years to come.”
A professional in the seat — peace of mind
“One of the biggest benefits has been having peace of mind knowing we have a professional accountant on board. Working with Tristan was very easy!”
An objective scorecard to grow against
“Having Tristan take care of my accounting provides me with the ability to constantly self-evaluate on an objective scale so that I can determine better options and alternatives to pursue Meraki's interests.”
A real handle on the firm's numbers
“After working with Tristan CPA I got a better sense of accounting for my firm. My experience working with Tristan was fantastic!”
Hours back to run the business
“Working with Tristan enabled me the ability to spend time on other areas of the business instead of having to worry about tracking the financials and staying up with tax requirements.”
CPA · MBA
Meet your team
Led by Tristan Nguyen, CPA, MBA
Tristan brings over fifteen years of accounting experience from corporate settings and a national accounting firm to growing businesses across the country. He holds a BBA in Accounting from UMass Amherst and an MBA from Worcester Polytechnic Institute.
He founded Tristan CPA on a simple idea: growing businesses deserve big-firm expertise with the flexibility, focus, and personal attention a big firm can't give them — and modern technology should make the financial side of running a business lighter, not heavier.
Off the clock you'll find him reading, snowboarding, or traveling.
Behind every client is a full finance department — led by Tristan as CFO/Controller, with a senior accountant on every engagement:
- Senior AccountantsLead your monthly close, reporting & reviews
- Senior Tax PreparerBusiness & owner returns, year-round planning
- Staff AccountantsBookkeeping, reconciliations & day-to-day execution
Let's talk
Stop flying blind on the numbers.
Start deciding with confidence.
A free, no-pressure consultation — wherever you are in the country. Tell us where things stand, even if the honest answer is “nobody's looked closely in a year,” and we'll map out exactly what it takes to get you clear and keep you there.
Book a free consultationMailing address
801 Travis St, Ste 2101, PMB 1845
Houston, TX 77002
A remote firm — serving clients nationwide