CFO-managed financial services for growing businesses

Accurate books, reliable financials, and strategic guidance from a CPA with 40 years of executive financial experience without the cost of a full-time hire.

The DNA of Financial Clarity
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At a fraction of the cost

Solving your problems.

❋ You’ve outgrown your bookkeeper

Your current bookkeeper keeps the records but can't tell you what they mean.
You need someone who understands the numbers — and what to do with them.

❋ You need a partner, not a vendor

You need someone who picks up the phone, reviews your cash flow before you ask, and flags problems before they become crises. That's what we do.

❋ You're not ready for a full-time CFO

A full-time CFO costs $150,000 - $250,000 per year, plus benefits.  That’s a big commitment when what you really need is strategic financial oversight, not another W-2 employee.

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Why Helix?

A Certified Public Accountant with a background spanning 40+ years of CFO-level experience across public companies, biotech, pharma, and technology.

  • IPO execution — took Triangle Pharmaceuticals from inception to NASDAQ in 18 months
  • $750M+ in financing transactions completed
  • Cross-border operations spanning the U.S., Canada, Europe, Australia, and Asia
  • Founder perspective — built and sold a clinical IVR software company
  • Started at Price Waterhouse; served as International Financial Controller at Wellcome plc

A Certified Public Accountant with a background spanning 40+ years of CFO-level experience across public companies, biotech, pharma, and technology.

  • IPO execution — took Triangle Pharmaceuticals from inception to NASDAQ in 18 months
  • $750M+ in financing transactions completed
  • Cross-border operations spanning the U.S., Canada, Europe, Australia, and Asia
  • Founder perspective — built and sold a clinical IVR software company
  • Started at Price Waterhouse; served as International Financial Controller at Wellcome plc

Services at a Glance

Fixed monthly packages with CFO-level oversight built in. Choose the tier that fits where you are today.

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Foundation

Starting at $1,000 per month
For hands-on founders who want control with confidence

  • Develop a chart of accounts, if needed

  • Bill pay, reconciliations, and monthly financial reports

  • 2 hours per month of CFO review & access

  • Tax-ready financial statements

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Growth

Starting at $2,000 per month
For growing companies ready to hand off operations

  • Everything in Foundation

  • A/R, Annual Budget

  • Month-end CFO review, plus 4 hours CFO time

  • Financial commentary

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Most Popular

Executive

Starting at $3,500 per month for CEOs who want direction, not just reports

  • Everything in Growth

  • Annual budget & forecasting

  • Cash flow management

  • Lender & investor presentation and reporting

  • Strategic CFO guidance (8 hours per month)

Fractional CFO — Custom Engagement

Tailored CFO support for complex growth

  • CEOs needing more CFO oversight & access

  • M&A transactions

  • Fundraising strategy

  • Licensing agreements

  • Internal valuations

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Industries We Serve

Life Sciences — Biotech, Medical Devices & Pharma

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Software, Hardware, & Technical Ventures

Technology & Engineering

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About Jim Klein

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Jim Klein has spent more than four decades as a financial executive — not an accountant who became a consultant, but a CFO who has sat at the executive table, reported to boards of directors, executed IPOs, raised hundreds of millions in capital, and built financial operations from the ground up. As co-founding CFO of Triangle Pharmaceuticals, he helped grow the company from inception to a NASDAQ-listed business with a market cap exceeding $500 million. At Adherex Technologies, he led a successful initial public offering and managed all financial reporting across U.S. and Canadian regulatory frameworks. As a founder himself — having built and sold DataScout Software — he understands the pressures business owners face.

Jim founded Helix Accounting because most growing businesses deserve better financial stewardship than a bookkeeping service can provide — but aren't yet ready to hire a full-time CFO. Helix was built to fill that gap.

Jim is a Certified Public Accountant licensed in North Carolina, a member of both the NCACPA and AICPA, and a 1998 recipient of the Carolinas Council Institute of Management Accountants Financial Executive of the Year award. He holds an Executive Management Program education from London Business School, Duke's Fuqua School of Business, and UNC's Kenan-Flagler Business School, and a Bachelor of Accountancy from the University of Mississippi.

Let's Work Together

Reach out for a complimentary consultation and find out how CFO-level oversight can change the way you see your business

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