Pinewood Consulting, LLC
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 2017
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Remote
- Software?
- QuickBooks Online, Bill.com
Who they say they serve: startups (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; 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 | Pinewood Consulting, LLC | home page | |
| Website | https://pinewoodfs.com/ | home page | |
| Office locality | Stamford, CT | home page | |
| Phone | +12032868719 | home page | |
| Offers bookkeeping | Documented: ...internal controls, monthly close, financial reporting, accounts payable, payroll, and bookkeeping. Learn More Flexible Financial Support For Your Growing Business Since 2017... | home page | |
| Monthly bookkeeping | Documented: ...model that has resulted in $5 million equity capital raised since we engaged Maintain monthly accounting, reporting, Accounts Payable, and forecast updates The Results Pinewood... | /case-study-medical-saas-startup | 8 pts (max 8) |
| AP / AR | Documented: ...operations services including internal controls, monthly close, financial reporting, accounts payable, payroll, and bookkeeping. Learn More Flexible Financial Support For Your... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...including internal controls, monthly close, financial reporting, accounts payable, payroll, and bookkeeping. Learn More Flexible Financial Support For Your Growing Business Since... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Operations Dedicated financial operations services including internal controls, monthly close, financial reporting, accounts payable, payroll, and bookkeeping. Learn More Flexible... | home page | 6 pts (max 6) |
| Industries served (documented) | startups | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Bill.com | /case-study-medical-saas-startup | 5 pts (max 5) |
| Local / remote model stated | Remote | /about-outsourced-accounting | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Chad C. Pavel · CPA (self-reported to the IRS, not a state license) · business name on the record: Pinewood Consulting, LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Chad Pavel, CPA, founder and managing partner | /about | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: PINEWOOD CONSULTING, LLC · CT account 1253480 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2017-10-17 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 11 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched Connecticut Department of Consumer Protection license data (ngch-56tr) for CPA firm permits containing 'PINEWOOD' and individual CPA licenses for 'Chad Pavel' on 2026-09-25; no active record. A license held in another state was not checked (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Pinewood Financial Services', 'Pinewood Consulting, LLC' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (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; Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Chad C. Pavel under the business name 'Pinewood Consulting, LLC' in STAMFORD, CT, with CPA on the record. It is one individual's IRS preparer record, not a firm license or a directory listing. A CPA entry there is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov) lists PINEWOOD CONSULTING, LLC (CT account 1253480), status Active, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2017-10-17 as the registration date of a Connecticut-formed entity.
Data limitations
- 20 of 25 evidenced items come from Pinewood Consulting, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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