Helix Accounting delivers 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
CFO-Level Financial Leadership. Fraction of the Cost.
The Problem We Solve
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’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
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.
What Makes Helix Different
At Helix, every client's books are managed and reviewed by James A. Klein, Jr., a Certified Public Accountant with more than 40 years of CFO-level experience across public companies, healthcare, biotech, pharmaceutical, and technology industries. 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 — and grow with you.
Why Helix?
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.
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
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
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
Industries We Serve
Life Sciences — Biotech, Medical Devices & Pharma
Software, Hardware, & Technical Ventures
Technology & Engineering
About Jim Klein
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
