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Powered by Current

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A new kind of accounting platform 

 

 

Current is a national platform of independent accounting firms, built for how the industry is evolving. We bring together firms across the country to create shared advantage—combining advanced technology, global talent, and operational scale—while preserving the independence, relationships, and expertise that make each firm successful.

What it means for our clients

Being part of Current allows us to deliver more—without changing the team you trust. Through the platform, we have access to broader capabilities, deeper expertise, and modern tools that enhance how we work and the value we provide. 

That means:

  • More insight, not just reporting

  • Greater capacity and speed during peak periods

  • Access to specialized expertise across the platform

  • A more proactive, forward-looking approach to your business

  • Consistent quality, backed by shared systems and standards

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Technology and AI at the core 

 

 

Current is bult with a strong focus on technology and AI. 

Backed by the Thrive Holdings, a leading technology investor with connections to OpenAI, the platform is investing in tools that fundamentally change how accounting work gets done. 

From AI-enabled document processing to automated workflows and integrated systems, we are reducing manual effort, improving accuracy, and accelerating delivery—freeing up time to focus on higher-value advisory work. 

This shift allows us to move beyond traditional reporting and spend more time helping clients plan, decide, and grow. 

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Global talent, seamlessly integrated 

 

 

Through Current, we have access to a global delivery model that extends our team and increases our capacity. Specialized professionals across our global teams work as a seamless extension of our firm—supporting everything from preparation to execution—while maintaining consistent quality and oversight. This approach allows us to scale efficiently, manage workload fluctuations, and deliver faster turnaround times without compromising service.

A model built for growth

Current operates on a partnership model designed to support long-term growth. Firms remain independent and continue to lead their client relationships, while benefiting from shared infrastructure, centralized investments, and a broader network of peers.

This enables:

  • Faster, more sustainable growth

  • Access to capabilities that would be difficult to build independently

  • Increased investment in technology and innovation

  • Stronger recruiting and career development opportunities

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Part of something bigger 

 

 

At its core, Current is a collective. A group of firms working together, sharing knowledge, and building a platform designed for the future of accounting. For our clients, that means the best of both worlds: a trusted local partner, backed by the strength, scale, and innovation of a national platform.

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Powered by Current 

 

 

As part of the Current platform, we are proud to be Powered by Current—bringing together technology, talent, and shared advantage to deliver more for our clients.

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

Downtown: 

65 SW Yamhill St Ste 400          Portland, OR  97204

 

West Side: 

11600 SW Shilo Ln Ste 100

Portland, OR 97225

 © 2026, Cross Financial Advisors, LLC. All rights reserved.

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“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory firm. Any references to “our firm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.​

Professionals associated with Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors LLC, a registered investment advisor; or (2) solely tax professionals of Cross Financial and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or CPA related services.

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