20+ Years in Financial Leadership

Trust Your Numbers.
Clean Books, Clear Decisions.

Virtual accounting and CFO services built around one thing: numbers you can actually trust.

Book a Free Discovery Call See Our Services
5+
Years in Business
Intuit ProAdvisor Elite tier badge
Nationwide
Anywhere in the US
Who We Help

Different industries. Same demand for clean, fast, reliable numbers.

Trades & Home Services

Built to keep pace with the job site.

Job costing, crew tracking, seasonal cash flow

Startups & Tech

Numbers that move as fast as you do.

Investor reporting, accounting setup, full-service support

Healthcare Practices

Compliant books, zero guesswork.

Payer reconciliation, provider comp, compliance-ready reporting

...and more, including logistics & transportation and nonprofits. Don't see your industry? If your business needs clean, reliable financials, let's talk.

Services

What we take off your plate

Month-End Process & Reporting
Tax Preparation Services
Bank Reconciliation
Accounting Software Integration
Accounts Receivable Services
Forecasting & Modeling
Expense Processing
Bill.com Implementation
Back Office Transaction Processing
1099 Processing
Payroll Processing Services
Budgeting
Data Compilation & Reconciliation
Accounts Payable Services
Financial Statement Preparation
Why CaptiFi

You get a finance team, not a data-entry service.

We don't just record your numbers. We help you run on them.

When you work with CaptiFi, you're backed by a manager who acts as your controller, supported by bookkeepers and accountants handling your day-to-day. And when you reach out, you hear back: real responsiveness, not a ticket queue.

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Efficient Project Management

We use Asana to plan and track every engagement, so nothing falls through the cracks.

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Precise Process Documentation

Loom and Scribe document every process in detail, with no ambiguity and no dependency on memory.

→

Streamlined Workflow

We continually eliminate bottlenecks so your deliverables arrive on schedule, every time.

✓

Constant Communication

Real-time updates and support, not radio silence between reports.

★

Experienced Professionals

Seasoned accountants and bookkeepers bring hands-on expertise to every task.

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Rigorous Oversight

Every engagement is reviewed by a dedicated management layer before it reaches you.

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Technological Edge

A modern tech stack lets us move faster and more accurately than manual, outdated processes.

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Interactive Issue Resolution

We raise issues and talk them through directly with you. Open conversation, not a black box.

For Startups & Tech Companies

Full-service accounting, built for startups.

From your first dollar raised to your next round, CaptiFi handles the accounting work startups need to stay organized and investor-ready.

Talk to Us About Your Startup

Investor reporting

Reconciliation of investor contributions to your financial records

Guidance & best practices for setting up your accounting function

Payroll processing & accounts payable

Full bookkeeping and financial reporting, and everything else on the accounting side

Doug Amnon Trebish, Founder & CEO
About

Meet Doug, Founder & CEO

At CaptiFi Virtual Accounting and CFO Services, we specialize in comprehensive accounting support tailored to your business, not a one-size-fits-all package. We're dedicated to nurturing strong, enduring client relationships built on clear, honest communication.

CaptiFi is your trusted partner in financial clarity: by taking data entry, financial recording, and reporting off your plate, we free you up to focus on what you actually do best: running your business.

Doug brings over two decades of experience in financial risk, compliance, and strategic financial management, with leadership roles at KPMG, GE Capital, and PwC before founding CaptiFi.

Deep QuickBooks & Xero Experience In-House CPA Expertise Deep Industry Knowledge
Senior Leadership

Meet Our Senior Leadership Team

The experienced managers behind every client relationship at CaptiFi.

Linda

Linda Bhagaloo

Senior Client Manager

Linda is a senior finance and business executive with an MBA and Bachelor of Accountancy, bringing extensive leadership experience across finance, operations, healthcare, governance, and consulting. Her career spans accounting and auditing, telecommunications, freight, pharmaceutical retail, healthcare, and professional services, including senior finance and general management roles, a Managing Director role in the nonprofit sector, and Non-Executive Director positions on hospital boards.

Linda's combination of financial expertise, operational leadership, and commercial insight gives her a broad understanding of how businesses operate beyond the numbers. At CaptiFi, she brings that experience to client relationships with the discipline of a CFO and the practical perspective of an experienced business leader.

Amy Appel

Amy Appel

Senior Manager, CA(SA)

Amy is a Chartered Accountant (CA(SA)) specializing in outsourced accounting and advisory services for small and mid-sized businesses. She combines a strong eye for detail with a practical approach to financial management, helping business owners not only maintain accurate accounts but better understand what the numbers are telling them.

Amy is particularly skilled at bringing structure and clarity to complex or disorganized accounting environments, improving processes, strengthening controls, and creating reliable financial information that business owners can use with confidence.

Dinah Kraus

Dinah Kraus

Account Manager

Dinah brings strong project management skills and a practical approach to managing complex accounting processes. She is particularly skilled at creating structure, improving workflows, and keeping financial information organized, current, and reliable.

Known for her ability to identify inefficiencies and find practical solutions, Dinah helps clients streamline back-office processes and build systems that work more effectively as their businesses grow.

As a licensed real estate agent, Dinah also brings valuable industry perspective to clients with real estate and property interests, including property owners, real estate companies, and businesses managing real estate portfolios.

M

Miriam

Client Manager

Miriam is an experienced bookkeeping and accounting professional known for her attention to detail, thoroughness, and commitment to maintaining accurate, reliable financial records.

She brings extensive experience across QuickBooks Desktop, QuickBooks Online, and Sage Intacct, and takes a highly personalized approach to each client relationship. Her combination of technical experience, reliability, and hands-on client service makes her a trusted resource for the businesses she supports.

Why Businesses Trust CaptiFi

Backed by two decades in finance, not guesswork

“
CaptiFi not only helps us stay on top of our numbers with clear and understandable reports, but Doug and the team are always available to assist.
Bob Hanifin, President, Beacon Home Services
“
CaptiFi has really assisted us in understanding our financials, especially our cash flow, to help us better plan for uncertainty. We wouldn't be where we are without them.
Steve & Gerri Cox, The Comfort Authority
“
CaptiFi has been with us for over five years, supporting our growth with dependable financial systems, processes, and reports.
Yossi Wachtel, Monkey Wrench
“
No brainer for us – CaptiFi has added tremendous value through their epic service & accurate financial reporting, freeing up valuable time for my team.
Rhonda Dowdy, Founder & CEO, Beyond Wow
Get in touch

Your numbers, finally working for you.

Book a free discovery call. No pressure, just a real look at where your numbers stand and what it would take to get them right.

Book a Free Discovery Call

Prefer to write? Send us a message and we will reply by email, or write to info@captifius.com.

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