Chase, Founder, in a suit smiling with his hands in his pockets

ABout Us

A Modern Accounting Partner Built for Today's Business Owners

Smart. Scalable. Specialized. We provide accounting and CFO services tailored for high-growth companies and investo

Chase DuBois, CFO, CPA

Founder, Managing Principal

Chase launched AdvisorOne with the goal of helping small businesses grow by enabling founders to focus on what they’re best at, “delighting their customers”.

Small businesses were underserved. Great bookkeeping and tax planning were hard to find — especially from people who got their challenges.

He launched AdvisorOne to change that.

Our mission is to empower small businesses with clarity, confidence, and financial strategy.

Because when small businesses grow, communities get stronger. And that’s the kind of impact we want to make.

Hands using a tablet over printed charts during a meeting.

Who We Are

Built for the Bold: Financial Experts for the Modern Business

Advisor.One is a modern accounting and CFO firm built for startups, real estate investors, crypto companies, and small businesses. We combine deep financial expertise with tailored, tech-enabled solutions that help our clients grow smarter, faster, and more profitably.

What We Do

We offer a full range of accounting and CFO services, including:

Start-up Companies

For $2M–$3M+ startups, we cut fundraising prep time by 50% and save an average of $35K/year in taxes with CFO-level strategy and clean financials.

Crypto Companies

We help Web3 teams stay compliant and investor-ready — saving an average of $42K/year in taxes and 40+ hours/month with clean crypto accounting and CFO-level support.

Small Businesses

We help service-based and local businesses save an average of $18K/year in taxes and recover 12+ hours/month with streamlined books, proactive strategy, and expert support.

Real Estate Investors

We help investors maximize deductions and cash flow — saving an average of $27K/year in taxes with strategic entity structuring, clean books, and property-level insights.

Why Choose Advisor.One

Our clients don’t just hire us to keep their books—they partner with us for clarity, time savings, tax efficiency, and strategic financial support. On average, Advisor.One clients save 50–80+ hours per quarter and $25K–$100K annually in taxes and inefficiencies. But more importantly, they gain a partner who understands their business and proactively supports their goals.

Our Values

We believe great financial service starts with transparency, responsiveness, and deep expertise. Our team brings years of experience from public accounting, venture-backed startups, and real estate finance to every client relationship. We’re responsive, we’re proactive, and we’re committed to helping you grow.

Let's Grow Together

At Advisor.One, we partner with real estate investors who are ready to scale. Whether you’re building a rental portfolio, managing syndications, or flipping properties, our outsourced accounting and CFO services give you the financial clarity to make smarter moves and grow faster.

Strategic Insights

Go beyond bookkeeping with CFO-level guidance tailored to your investment goals.

Tax-Efficient Structuring

Optimize entity setup and cash flow to minimize tax liabilities and boost returns.

Investor-Ready Reporting

Impress lenders and partners with clean, GAAP-compliant financials and timely performance updates.

Maximize Your Time

Focus on Growth — We’ll Handle the Numbers

Focus on growth — we’ll handle the numbers. AdvisorOne gives you time back by taking financial tasks off your plate while providing strategic insight to move your business forward.

Book a free consultation and discover how we can save you time, reduce your tax burden, and improve your financial visibility.

Contact Us Today

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