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← Back to Top 17 Bookkeepers in Hartford County, CT (2026)Atheneum CFO
Evidence Score 67/100 at 97% evidence coverage 3 of 17 on the Hartford County list How the score works
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active (Annual report due), formed 2025
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Not verified
- Software?
- None named on its website
Who they say they serve: real estate professionals, attorneys, doctors, contractors (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; states it prices by quote; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Atheneum CFO | home page | |
| Website | https://www.atheneumcfo.com/ | home page | |
| Office locality | Hartford, CT | /contact | |
| Phone | +18609247525 | /contact | |
| Offers bookkeeping | Documented: Bookkeeping & Small Business Accounting | Atheneum Home About us Services CFO Services Tax Advisory... | /about-pages/accounting-bookkeeping | |
| Monthly bookkeeping | Documented: We deliver clean monthly books with insights that show you the real meaning behind your numbers. | /about-pages/accounting-bookkeeping | 8 pts (max 8) |
| AP / AR | Documented: ...and transaction classification Customer credit analysis and collection risk mitigation Accounts Payable & Receivable Management Efficiently manage cash conversion cycles through... | /about-pages/accounting-bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...and automated follow-ups Customer credit analysis and collection risk mitigation Payroll Compliance Get end-to-end payroll processing support with time tracking, benefits... | /about-pages/accounting-bookkeeping | 4 pts (max 4) |
| Month-end close + reporting | Documented: Full-Service Bookkeeping Get timely and accurate monthly accounting and financial statements | /about-pages/accounting-bookkeeping | 6 pts (max 6) |
| Industries served (documented) | real estate professionals, attorneys, doctors, contractors | /about-us | 5 pts (max 5) |
| Pricing approach published | Quote only (stated): "After reviewing your inquiry, we provide transparent, practical pricing aligned with your business's financial needs." | /about-pages/accounting-bookkeeping | 6 pts (max 6) |
| What is included / excluded | Documented: Full-Service Bookkeeping Get timely and accurate monthly accounting and financial statements with industry-specific chart of accounts and reports with insights that enable... | /about-pages/accounting-bookkeeping | 5 pts (max 5) |
| Onboarding described | Documented: Share your needs through the form for quick responses and smooth onboarding support | home page Oct 21, 2026 | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...chart of accounts and reports with insights that enable decision making. Monthly financial statements with variance analysis and trends Industry-specific chart of accounts and... | /about-pages/accounting-bookkeeping | 4 pts (max 4) |
| Named contact / team | Daniel Kaufman, Founder & CEO | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...us Services CFO Services Tax Advisory & Prep Accounting Blogs Case-Studies Contact Us Client Portal Take the Free Diagnostic Make smarter decisions with data driven insights CFO &... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: Atheneum CFO and Advisory Services LLC · CT account 3230695 · Connecticut Secretary of the State · Active (Annual report due) | State business registry Third-party Nov 10, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2025-06-04 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5).
- Not verified. Searched Connecticut State Licenses and Credentials open data (data.ct.gov ngch-56tr) for CPA firm records named 'Atheneum CFO', 'Atheneum CFO and Advisory Services LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Atheneum CFO' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Atheneum CFO', 'Atheneum CFO and Advisory Services LLC' in Hartford, CT on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Local / remote model stated (0 pts, max 3).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov) lists Atheneum CFO and Advisory Services LLC (CT account 3230695), status Active, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2025-06-04 as the registration date of a Connecticut-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 25 evidenced items come from Atheneum CFO's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.