{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/getexact-com","markdownUrl":"https://nowen.ai/agents/getexact-com.md","jsonUrl":"https://nowen.ai/agents/getexact-com.json","name":"exact_","website":"https://getexact.com","location":"Buffalo, New York, United States","address":{"city":"Buffalo","state":"New York","country":"United States"},"industry":"Accounting and Tax","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T07:49:58.937Z","summary":"Exact Partners provides outsourced accounting, financial leadership, and tax services to help growing businesses manage finances and make informed decisions.","description":"Exact Partners is a financial advisory and accounting firm serving startups, franchises, private equity-backed companies, and other growing businesses. It provides outsourced accounting, strategic financial leadership, and tax planning and compliance, combining experienced professionals, scalable processes, and modern financial systems to help clients gain reliable financial information and make informed decisions.","mission":"Help growing businesses make confident decisions and achieve sustainable growth through accurate financial information, scalable systems, and practical support.","directory":{"industryName":"Accounting and Tax","agentCount":8,"indexable":false,"hubUrl":"https://nowen.ai/industry/accounting-and-tax"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity","Amazon"],"products":[{"name":"Fractional CFO services","anchor":"product-fractional-cfo-services","type":"Service","url":"https://getexact.com/service/fractional-cfo/","summary":"Gain CFO-level financial clarity, strategic guidance, and growth support without the cost of a full-time hire.","description":"Exact Partners provides experienced financial leadership on a tailored monthly scope, giving founder-led and scaling businesses CFO-level guidance without a full-time hire. Engagements can include financial forecasting and scenario modeling, cash flow and KPI management, margin and unit economics strategy, investor and board readiness, controller support, and finance systems implementation. Support is scoped to each business and can also be structured for interim leadership or defined projects such as a raise, acquisition, systems migration, or cleanup. Flat-rate pricing provides a predictable monthly cost, while the team embeds with clients to implement strategy, measure progress, and support informed decisions.","pricing":{},"features":[{"name":"Financial forecasting and scenario modeling","value":"Model Decisions Before Acting","valueDescription":"Customized forecasts help businesses assess the financial implications of potential choices and plan for different outcomes using their financial data."},{"name":"Custom engagements and flat-rate pricing","value":"Plan With Predictable Costs","valueDescription":"A flat monthly rate makes the cost of CFO support easier to plan for. Custom scope aligns the engagement with the business’s current needs rather than a one-size-fits-all package."},{"name":"Cash flow and liquidity management","value":"Improve Cash Visibility","valueDescription":"Cash flow reports and liquidity planning give businesses clearer visibility into cash needs and support more informed decisions about their runway and operating plans."},{"name":"Margin and unit economics strategy","value":"Improve Margins And Profitability","valueDescription":"Business-specific margin and unit economics analysis helps leaders identify profitable and underperforming areas and make informed pricing and cost decisions."},{"name":"Investor and board readiness","value":"Strengthen Stakeholder Confidence","valueDescription":"Board-ready reporting, investor updates, and financial storytelling help businesses communicate their financial position and plans to boards, investors, and other stakeholders."},{"name":"Controller and close support","value":"Close And Validate Financials","valueDescription":"Controller support helps establish accurate, timely financial information beneath the strategic work, so leaders can use reports and analysis with greater confidence."},{"name":"KPI dashboards and performance tracking","value":"Track Performance In Real Time","valueDescription":"Custom dashboards and KPI tracking help businesses monitor key financial measures and access performance information without having to request it."},{"name":"Strategy execution and accountability","value":"Turn Financial Strategy Into Action","valueDescription":"The team supports implementation and progress measurement, helping businesses follow through on financial priorities rather than stopping at analysis or recommendations."},{"name":"Financial systems implementation","value":"Build Finance Systems That Scale","valueDescription":"Implementation and integration support helps adapt finance tools to the business’s needs, including accounting, automation, payroll, transaction workflows, inventory tracking, and reporting."},{"name":"Interim and project-based finance leadership","value":"Get Support For Critical Initiatives","valueDescription":"Businesses can access finance leadership for a specific event or temporary gap without committing to an ongoing engagement beyond the scope they need."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Outsourced Accounting Services","anchor":"product-outsourced-accounting-services","type":"Service","url":"https://getexact.com/service/outsourced-accounting/","summary":"Gain reliable, decision-ready financial information and scalable accounting support without the overhead of managing an internal team.","description":"Exact Partners provides an ongoing outsourced accounting function for growing businesses, handling bookkeeping, transaction support, reconciliations, monthly close, and financial reporting. The service combines GAAP-compliant, audit-ready accounting with controller-level review, real-time dashboards, and customized financial systems. Engagements can include accounts payable and receivable workflows, payroll integrations, cash- or accrual-based accounting, and financial analysis. Scalable, flat-rate pricing and flexible scope let businesses access accounting expertise without managing an internal finance team.","pricing":{},"features":[{"name":"Bookkeeping and transaction processing","value":"Keep Books Accurate And Organized","valueDescription":"Consistent transaction processing and reconciliations give businesses a clean accounting foundation for reporting and financial decisions."},{"name":"GAAP-compliant monthly close","value":"Deliver Audit-Ready Financials","valueDescription":"Reliable monthly closes produce accurate, organized financial statements that support compliance and provide a dependable basis for business decisions."},{"name":"Real-time financial reporting and dashboards","value":"See Financial Performance In Real Time","valueDescription":"Current reports and dashboards help owners, operators, and investors understand where money is going and monitor important financial measures."},{"name":"Controller-level oversight","value":"Strengthen Accuracy With Expert Review","valueDescription":"Additional review and oversight helps identify accounting errors, improve close quality, and keep financial reporting accurate."},{"name":"Accounts payable management and automation","value":"Streamline Vendor Payments","valueDescription":"Organized payment workflows help businesses manage accounts payable and keep vendor payments moving smoothly."},{"name":"Accounts receivable management","value":"Support Faster Customer Payments","valueDescription":"Accounts receivable setup and management helps businesses handle invoicing and payment processes more effectively."},{"name":"Financial systems setup, integration, and cleanup","value":"Organize And Connect Financial Systems","valueDescription":"System setup, cleanup, and integrations help businesses reduce confusing balances and maintain better-connected financial workflows."},{"name":"Cash flow forecasting and margin analysis","value":"Improve Cash And Margin Visibility","valueDescription":"Forecasting and analysis help businesses understand cash flow and margins, assess financial performance, and plan next steps."},{"name":"Scalable flat-rate pricing","value":"Scale Accounting With Predictable Costs","valueDescription":"Monthly pricing and flexible service scope allow accounting support to adjust as a business grows without requiring it to build or rehire an internal team."},{"name":"Payroll coordination","value":"Connect Payroll To Accounting","valueDescription":"Payroll integrations help align payroll information with accounting workflows and financial reporting."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Business Tax Services","anchor":"product-business-tax-services","type":"Service","url":"https://getexact.com/service/business-tax-services/","summary":"Plan ahead, maintain tax compliance, and identify opportunities to reduce liabilities with tax services integrated into accounting throughout the year.","description":"Exact provides proactive, year-round business tax strategy and compliance integrated with day-to-day accounting. The service includes corporate income tax, sales tax, and 1099 filings; tax planning for entity selection and depreciation; and identification and filing of eligible federal and state tax credits. Cloud-based tools provide access to reports and filing status, while experienced U.S.-based CPAs support audit-ready books and documentation. Designed for startups, franchise operators, PE-backed companies, and other growing businesses, the service helps centralize tax operations and keep filings and accounting aligned.","pricing":{},"features":[{"name":"Year-round tax planning","value":"Plan Ahead To Reduce Tax Liabilities","valueDescription":"Make tax decisions throughout the year with strategic reviews, entity analysis, depreciation planning, and monitoring of changing laws and credits, rather than relying only on return filing."},{"name":"Business tax filings","value":"Maintain Compliance With Integrated Filings","valueDescription":"Keep required business tax filings organized and connected to accounting activity, with support for corporate income tax, sales tax, and 1099s."},{"name":"Integrated tax and accounting workflows","value":"Keep Tax And Accounting In Sync","valueDescription":"Coordinate tax work with daily accounting activity in a connected system, reducing duplicate data entry and helping keep filings aligned with the books."},{"name":"Tax credit identification and filing","value":"Identify And Claim Eligible Tax Credits","valueDescription":"Review potential federal and state credit opportunities and handle filing for eligible credits, including R&D, employee retention, and work opportunity credits."},{"name":"Audit-ready tax documentation","value":"Keep Filings And Records Audit-Ready","valueDescription":"Maintain books, tax filings, and supporting documentation in an audit-ready state as part of ongoing compliance work."},{"name":"Tax reporting visibility","value":"Access Reports And Filing Status","valueDescription":"Use cloud-based tools to view tax reports and filing status in real time, with oversight from experienced U.S.-based tax professionals."},{"name":"Scalable tax service","value":"Scale Tax Support With Your Business","valueDescription":"Use tax support designed to scale with growing businesses, including startups, franchise operators, and businesses managing multiple entities or locations."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://getexact.com","text":"exact_"},{"url":"https://getexact.com/service/fractional-cfo/","text":"Fractional CFO services"},{"url":"https://getexact.com/service/outsourced-accounting/","text":"Outsourced Accounting Services"},{"url":"https://getexact.com/service/business-tax-services/","text":"Business Tax Services"}]}