Introducing Generation CFO
A CFO who actually returns your calls.
Every month we download your bank and credit card activity into QuickBooks Online, categorize it right, review it like the CPAs we are, and get on a call to tell you what it actually means — starting at $600/month. No finance department to hire, manage, or worry about.
30 years of keeping creative businesses out of financial trouble — and no plans to stop innovating on how we do it.
Kevin Wenig, CPA — Founder, Generation Finance
Your books are either a mess or a money pit.
Every option for getting your finances handled seems to land on one extreme or the other.
Doing it yourself
You didn't start a business to become a part-time bookkeeper. DIY books eat hours you don't have and usually fall apart the first time a bank or the IRS actually looks closely.
Hiring it cheap
A bargain bookkeeper enters transactions. That's it. No review, no CPA oversight, no one catching the miscategorized expense until it's a surprise at tax time.
Hiring it in-house
A controller or CFO with real benefits attached runs six figures a year — before you've even paid for the rest of the finance department around them. Serious overkill for a business that isn't there yet.
Generation CFO is what happens when you skip both extremes and just get it done right.
The Offer
Generation CFO: what you get, every month
What's included
- Bank and credit card transactions downloaded into QuickBooks Online
- Everything categorized correctly and reviewed so your books are accounting-worthy — not just entered
- A monthly report with a written synopsis you can actually read
- A 1-hour video call every month with Kevin acting as your CFO — last month's results, what's coming next
$600–$800/month
Based on your volume and complexity. Business and owner tax return prep is available as a paid add-on — it's not bundled in, so you're never paying for it if you don't need it.
What accurate books actually get you
- Accurate quarterly estimated tax payments, so you're not blindsided by penalties and interest
- Financials that hold up when a bank asks for them for a loan or line of credit
- Credibility with vendors when you're negotiating credit terms
- Lower odds of catching the IRS's attention in the first place
Finance department alternatives, side by side
Here's how the options actually stack up.
| DIY | Cheap Bookkeeper | Generation CFOSweet Spot | Full CPA Firm / In-House Team | |
|---|---|---|---|---|
| Monthly cost | Free (until it isn't) | $150–$300/mo | $600–$800/mo | $150K+/year |
| Who's doing the work | You, at 11pm | A bookkeeper, maybe | A CPA-led team | A whole department |
| Review & accuracy | None | Rarely | Every month | Thorough |
| Financial strategy advice | Google searches | Not really their job | A monthly call with a real CFO | Dedicated and always-on |
| Tax return prep | A scramble every April | A separate scramble | Available as an add-on | Usually included |
| Time it costs you | Hours you don't have | Less, but no oversight | About an hour a month | Managing a whole team |
Why Us
Hundreds of clients. Zero interest in cutting corners.
30 Years
And still innovating
Three decades in, we still get a kick out of tightening up someone's books. Old firm, current toolkit — we're not the CPA your dad used.
$100K to $100M
Same rigor, either way
We've kept the books for scrappy startups and eight-figure companies with the same standards. Being small doesn't mean getting the sloppy version.
Since 1992
Deep in creative-industry tax law
Kevin Wenig, CPA, has spent his career in the tax weeds for advertising, marketing, design, photography, programming, and digital/media businesses specifically.
Proprietary Software + AI
Built to stay efficient
We've built our own tools and put AI to work behind the scenes, so you get big-firm rigor without big-firm overhead — or a big-firm bill.
The Team
Seven people. One CPA out front.
Generation Finance is a seven-person team, and Kevin Wenig, CPA is the one you'll actually talk to. He's been a CPA since 1992, built his career on the tax side of the creative industry, and leads every client relationship personally — while the rest of the team keeps the books moving behind the scenes.
You get a real CFO relationship with Kevin, backed by a team big enough to keep things running smoothly and small enough that you're never just an account number.
Kevin also builds other things
Because one finance firm apparently wasn't enough side projects.
The opposite of a how-to book
negatism
Kevin's book on what NOT to do in business — contrarian, irreverent, and based on watching plenty of people do it wrong.
$149, one hour, brutally honest
Entre-Prepare
A flat-fee startup consult for people about to jump in headfirst. Ibuprofen and coffee not included.
April 16th
National Bean Counters' Day
Kevin founded a holiday for accountants — the day after the tax deadline, because someone has to celebrate the survivors.
Ready to actually enjoy your financials?
Book a call and tell us where things stand. No BS — just a couple of people talking business.
Or call 203-880-9506 — a person will actually answer.