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Accounting Advisor
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Accounting & Advisory · Phoenix

Keep the Finance Team You Have. Add What It Was Never Going to Do.

We report to the people who need your numbers, get you ready to sell or to be audited, and read the numbers with you — on top of the team you have, or as the whole function, books included. If somebody is going to ask you to prove a number, we are the firm you want in place before they do.

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Who owns the work

Who owns the workREVIEWall yoursWITH YOUyoursoursFOR YOUall oursManagement signs off — on every posture

The layer above your books

The Layer Above the Trial Balance

Most teams stop at the trial balance. Everything a bank, an investor, a buyer or an auditor asks for after that point gets assembled by hand, by the person with the least time for it. That assembly — and the judgement about what the numbers mean — is what we do.

Stakeholder Reporting

Management, your bank, your investors and your board each get the right package on their calendar — and the numbers in it hold up when somebody checks.

Selling Your Company

A buyer's first request list answered with a folder, not a project — because every week a buyer spends checking whether your numbers are real is a week of leverage you do not get back.

Audit Readiness

The schedules, the reconciliations and the evidence an auditor will ask for, in the state they will ask for it, before they ask.

Advisory & Analytics

A controller's and a CFO's judgement on a standing cadence — what the numbers mean and what to do about them — without hiring for either full-time.

The books underneath

When You Are Ready, We Can Be the Whole Function Too

The layer works on top of a bookkeeper and a controller you already have. It also works on top of books we keep for you — through the close, every month.

The Books

Full-service bookkeeping through the close: every transaction coded and matched, every balance supported, every month locked on a date you can put in a calendar.

The close, on a date

The month-end close, locked on a dateTHE CLOSELOCKED — DAY 6MTWTFSS123456Every transaction coded and matched to the statementEvery balance tied to a schedule or a subledgerDifferences explained, not carriedA date you can put in a calendar, not a month that drifts.

Who owns the work

Three Ways to Engage

Three ways to engage — we call them postures — run through every category. What separates them is who owns the work — all yours, shared, or all ours — not how much you get.

ReviewReview · You have the processYour team does all of the work. We read what it produced — the books and the close, a package before it goes, a forecast, a readiness gap — and send a written response on what looks wrong and what looks thin.We post no entries and send nothing on your behalf.The cheapest way to find out whether you need the next posture.

You have the process

All of the work is yours. We read what your team prepared and write back; we prepare nothing.

With YouWith You · You are short-handedWe prepare the part of the scope that is ours — the books through the close, the reporting packages, the readiness work, the forecast — on a standing cadence with an agreed cut-off. The rest stays with your team, and the letter names which is which.We prepare; you approve. Nothing we prepare becomes final until one of your people has approved it.Your team stays inside the process — fetching, reviewing, signing off step by step — rather than receiving a finished month.

You are short-handed

The work is shared, inside your process: part of it is your team's and part of it is ours, and your team signs off as we go.

For YouFor You · You have no in-house functionWe own all of the work: an agreed scope run end to end — fetching, preparing, reconciling, delivering — as the whole finance function rather than a pair of hands inside yours.Where a category has an outside party — a lender, a buyer, an auditor — we are their point of contact.The final sign-off on every deliverable is your management's, never ours. An opinion on the books comes only from an attest engagement, and we do not perform those — we get you ready for them and support you through them. For You always runs under an engagement letter with a defined scope.

You have no in-house function

All of the work is ours. We run the whole function and bring it to your management, finished, to sign off.

What each posture actually covers →

Before you commit to anything

How an Engagement Starts

The same three steps whichever category you come to us for, and whichever posture you pick.

  1. We Look at Your Books

    We look at what you actually have: the books, the close, and whatever somebody has already asked you to prove. You get an honest answer about whether we are the right firm for it, including when that answer is no.

  2. We Scope It in Writing

    What we do, what stays with your team, and when each of us is due — named before anybody starts work, and priced from the same list this site publishes.

  3. We Get to Work. You Sign Off.

    We do our part at the posture you chose — all yours, shared, or all ours — and your management signs off.

Accounting Advisor works with companies from Phoenix and remotely. The first conversation is a look at your books and an honest answer about whether we are the right firm.

Start a ConversationEstimate an Engagement