Fractional CFO and bookkeeping firms in the Upstate
As of October 24, 2026, this guide lists 4 fractional CFO and bookkeeping firms serving the Upstate, all in Greenville. On their own sites, 3 of 4 publish a street address, 4 of 4 say who they work with, 0 of 4 state a founding year, and 1 of 4 list a certification or partner status. None of the 4 publishes a price on the pages we checked.
For companies that have outgrown a part-time bookkeeper but are not ready for a full-time finance hire. This category is still being built out.
Included: firms whose own site shows an Upstate office or says it serves the area. This is not every firm in the region, only the 4 we have checked. Compare them side by side, or see questions to ask on the first call. How we verify.
4 firms shown
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Blumer CPAs
Says it works with creative digital agencies, nonprofits and other creative businesses.
- Accounting and bookkeeping
- Controllership services
- Payroll
- Corporate tax planning
- Multi-state entity setup and review
Checked October 24, 2026 -
Ledger Medial Accounting
Says it works with business owners, and also prepares individual returns. No company size or industry is stated.
- Business tax services
- Virtual monthly bookkeeping
- Year-round tax planning
- New business registration
- Individual tax preparation
Checked October 24, 2026 -
Spara LLC
Says it works with owner-led and growing businesses in the Greenville area.
- Fractional CFO
- Bookkeeping
- Payroll
- Financial systems setup
- Transactional advisory (valuation, due diligence, exit planning)
Checked October 24, 2026 -
Stokes & Company CPAs
Says it works with small businesses in Upstate South Carolina and Western North Carolina.
- Accounting
- Tax
- Payroll
- Wealth management
- Year-round tax planning
Checked October 24, 2026
No firms match that. Try clearing the city.
Listed alphabetically. Order is not a ranking, and nobody paid to be here.
Compare 4 fractional CFO and bookkeeping firms side by side
Each cell is what the firm says on its own site. "Not published" means we looked and did not find it there. Ask the firm.
| Firm | City | Services they list | Who they say they work with | Certifications and affiliations | Founded | Checked |
|---|---|---|---|---|---|---|
| Blumer CPAs | Greenville, SC | Accounting and bookkeeping, Controllership services, Payroll, Corporate tax planning and 3 more | Says it works with creative digital agencies, nonprofits and other creative businesses. | Not published | Not published | October 24, 2026 |
| Ledger Medial Accounting | Greenville, SC | Business tax services, Virtual monthly bookkeeping, Year-round tax planning, New business registration and 1 more | Says it works with business owners, and also prepares individual returns. No company size or industry is stated. | Not published | Not published | October 24, 2026 |
| Spara LLC | Greenville, SC | Fractional CFO, Bookkeeping, Payroll, Financial systems setup and 2 more | Says it works with owner-led and growing businesses in the Greenville area. | CPA firm | Not published | October 24, 2026 |
| Stokes & Company CPAs | Greenville, SC | Accounting, Tax, Payroll, Wealth management and 1 more | Says it works with small businesses in Upstate South Carolina and Western North Carolina. | Not published | Not published | October 24, 2026 |
Questions to ask fractional CFO and bookkeeping firms on the first call
We have not written a full guide for this category yet. These are the questions we would ask every firm on the list, writing the answers down side by side.
Questions to ask a CPA firm before you switch covers related ground.
- Do you keep the books yourselves, or do we keep our bookkeeper and you work above them?
- How many hours a month does the fee cover, and what happens in a month we need more?
- Who on your team will we work with, and what credentials do they hold?
- What do we get each month: a closed month, a reporting package, a cash forecast?
- Which accounting software do you work in day to day?
- Will you work alongside our CPA firm on tax, or do you want that work too?