CFO-managed financial services for growing businesses
Accurate books, reliable financials, and strategic guidance from a CPA with 40 years in finance and accounting without the cost of a full-time hire.
The DNA of Financial Clarity
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.
Why Helix?
A Certified Public Accountant with a background spanning 40+ years in finance and accounting, with 30 years as a CFO 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
At Helix, every client's books are managed and reviewed by James A. Klein, Jr.
Jim has executed Initial Public Offerings (IPO), completed more than $750 million in financing transactions, established international operations, and managed the full scope of CFO responsibilities for companies at every stage of growth.
We don't just reconcile transactions and hand you a report. We review what the numbers are telling you and make sure you understand them. Whether you are a startup finding your footing or an established business navigating your next stage of growth, we have a package designed to meet you where you are, growing with you.
Services at a Glance
Fixed monthly packages with CFO-level oversight built in. Choose the tier that fits where you are today.
Foundation
$1,000 / month
For hands-on founders who want control with confidence
Monthly financials & 30-minute review call
Bill pay, reconciliations, and monthly financial reports
CFO Advisory - 2 hours per month
Tax-ready financial statements
Growth
$2,000 / month
For growing companies ready to hand off operations
Everything that is included in Foundation
Budget vs Actuals tracking
CFO Advisory - 4 hours per month
Develop and tracking of KPIs
Financial commentary
Executive
$3,500 / month
For CEOs who want direction, not just reports
Everything that is included in Growth
Financial modeling & scenarios
CFO Advisory - 8 hours per month
Fundraising strategy & assistance
Internal valuations
Fractional CFO
Custom Engagement
Tailored & embedded CFO support for complex growth and CEOs who need greater oversight and access.
Prepare Board financial report & presentation
Risk management & compliance
M&A assistance
Treasury & banking
What People Are Saying
“Jim Klein has been our contract CFO since we started our new company, Aclarity Genomics, two years ago. He has successfully guided us through two financing rounds and provided the financial services needed, including forecasting, monthly balance sheet, cash flow and expense detail, vendor payment management, insurance coverage recommendations, benefit management, payroll, tax payment, and coordinated with many other companies or groups to complete tasks including tax preparation, legal review, stock and option agreement management, board presentations, and building maintenance. There are so many areas we have relied on Mr. Klein’s background and experience to efficiently and easily launch our new company. He has also always responded or completed every task within a reasonable time and provided dependable and accurate services well beyond just accounting skills. “
— Shaun Lonergan, CEO
Aclarity Genomics, Inc.
“Jim has been a crucial asset to my company and jumped right in. He identified, corrected, upgraded, and implemented systems and properly organized things, delivering clear, detailed reports that he walked me through. His expertise, combined with his network of resources and advisors in the areas of tax, grant accounting, and forecasting, has been critical in moving my therapeutic objectives forward into the future.”
— Glen Barber, PhD, FRS
CEO, Stinginn, LLC
Fellow of the Royal Society, one of the world’s most prestigious scientific honors
“Jim Klein served as our Contract CFO during my tenure as CEO of Keystone Bio, and I cannot recommend him highly enough.
Biotechnology companies face unique financial challenges, particularly when preparing for investor due diligence and institutional financing. Jim brought not only outstanding financial expertise but also a deep understanding of the biotech industry. He developed our financial statements, forecasting models, and budgets with the level of precision and professionalism expected by sophisticated investors.
His guidance during our Series A fundraising process was instrumental, and I always appreciated his ability to translate complex financial issues into practical business decisions. Jim became a trusted advisor whose integrity, responsiveness, and knowledge consistently exceeded expectations.
If you’re looking for a CFO who truly understands the financial and strategic needs of emerging biotechnology companies, Jim is someone I would recommend without hesitation.”
— Dr. Daniel Sindelar, DMD
Former CEO, Keystone Bio
Jim has been the contract CFO for our US subsidiary for the past 3 years. As a small Australian company, our CFO/Company Secretary is unfamiliar with the compliance and reporting aspects of a US subsidiary. Jim has been crucial in providing guidance and organization to our Corporate management for maintaining our US operation. He has provided excellent reports and has even provided our accounts payable function. Jim has been available at short notice, and when an issue needs attention, he jumps in and takes care of it. We feel lucky to have had Jim as a part of our US team.
— John Hurrell PhD
Ex CEO, Current Board Member and Advisor
BCAL Diagnostics Inc.
Sydney, Australia
Industries We Serve
We can tailor our expertise to best serve your industry, from providing clear direction to complex growth.
Life Sciences —Technology & Engineering —Biotech, Medical Devices, and PharmaSoftware, Hardware, and Technical Ventures
About Jim Klein
Founder of Helix Accounting, CPA with 40+ years experience as CFO in biotech, software, and pharma
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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.
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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.
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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