Technical guidance for the decisions that outlast the fiscal year.
Some questions do not belong in a monthly close: how to account for a new revenue model, whether your controls will survive a first audit, which system to move to before you double in size. Accounting advisory is where those are answered — carefully, in writing, before they become restatements.
Accounting Advisory for clients with real complexity.
- Companies facing a first audit, review, or due-diligence process
- Businesses adopting new revenue, lease, or equity arrangements
- Organizations outgrowing their accounting system or internal controls
- Nonprofits and grant recipients with restricted-fund reporting obligations
Documented technical positions
Memos that cite authority, so your treatment holds up with auditors, lenders, and acquirers.
Internal control design
Segregation of duties and approval workflows sized to your headcount — practical, not theoretical.
Systems and process selection
Independent guidance on accounting, payroll, and reporting platforms, with no vendor commissions behind the recommendation.
Transaction readiness
Diligence preparation and quality-of-earnings groundwork well before a buyer's list arrives.
How a accounting advisory engagement runs.
Scoping call
We define the question precisely and confirm what a useful deliverable looks like.
Research and analysis
Applicable standards reviewed against your facts, alternatives compared with their consequences.
Written recommendation
A memo you can hand to an auditor, board, or lender without translation.
Implementation support
We stay engaged through adoption, entries, and disclosure so the recommendation is actually executed.
What clients ask before engaging.
Is this an audit?
No. Advisory is consultative. Attestation work — reviews and compilations — is a separate engagement type with its own independence requirements.
Can you support a one-off question?
Yes. Many advisory engagements are a single scoped question with a fixed fee and a written deliverable.
Do you coordinate with our attorney?
Regularly. Entity, equity, and transaction questions are usually best resolved with counsel and CPA working from the same facts.
Ready to work with a CPA firm that treats your finances like their own?
Schedule a complimentary consultation with Selim Hanna, CPA, and see how strategic advisory can protect and grow your business.