CPA-led tax strategy, fractional CFO leadership, and Claude AI automation — under one roof. We streamline your accounting department, optimize your tax position, and implement AI workflows that actually understand GAAP and compliance.
Tax strategy, fractional CFO leadership, and Claude-powered accounting automation — all delivered by a CPA who understands both the numbers and the technology.
Executive-level financial leadership without the full-time price tag. We set your financial direction, advise on growth, manage cash flow, and make sure your numbers tell the right story to investors, partners, and stakeholders — now supercharged with Claude AI analytics.
Personal, corporate, and business tax filings with precision. We minimize liabilities, ensure full compliance, and use Claude to process complex tax documents — W-2s, 1099s, K-1s, foreign income — faster and with fewer errors than manual review alone.
Month-end close, AP/AR processing, reconciliations, expense categorization — Claude automates the repetitive work that drains your team. CPA oversight ensures GAAP compliance and audit readiness at every step.
Turnkey reporting that transforms raw data into executive insights. Claude generates variance analysis, cash flow trends, KPI dashboards, and narrative summaries — with tax implications and strategic recommendations baked in.
Audits, IRS notices, FinCen compliance — we represent you directly before tax authorities. Claude generates pre-audit workpapers, organizes documentation, and surfaces potential issues early so your auditors get clean, defensible materials.
Every accounting department is different. We design bespoke Claude workflows tailored to your systems and pain points — intercompany reconciliation, subsidiary consolidation, receipt processing, or any proprietary process you need to streamline.
Most growing businesses aren't ready for a $200K+ full-time CFO — but they absolutely need that level of financial leadership. Celestia delivers fractional CFO services with a twist: Claude AI handles the heavy analytical lifting while your CPA focuses on strategy, compliance, and tax optimization.
We work alongside your team — attending key meetings, advising on major decisions, building financial models with Claude, and holding your finance function accountable.
Pre-revenue through Series B. Claude handles all your accounting while you focus on product. We ensure your financials are investor-ready, your entity structure is optimal, and your tax liability is minimized.
Growing businesses with real accounting complexity. Multi-location? Intercompany transactions? Foreign income? Claude + CPA expertise scales seamlessly with your growth while keeping your finance team lean.
Large teams with high-volume, repetitive work — AR aging, AP batches, reconciliation, reporting. Claude automates the tedious stuff, freeing your analysts for strategy and control. Plug into your ERP. Respect your governance.
We share strategies on Claude implementation, accounting automation, tax-smart workflows, and lessons learned from real deployments on our Substack. Join hundreds of finance leaders rethinking their processes.
Read Our SubstackSchedule a free 30-minute consultation. We'll assess your workflows, identify automation opportunities, estimate ROI, and build a roadmap tailored to your company.