Advisory Service

Financial statements you can raise capital on, close by close.

Most owners do not need more reports — they need reports they trust. We own the monthly close, reconcile every balance sheet account, and deliver statements that a bank, a surety, or a buyer can rely on without a second look.

Who we serve

Business Accounting for clients with real complexity.

  • Companies between $1M and $50M in revenue outgrowing a bookkeeper-only setup
  • Contractors and manufacturers with job-level or product-level costing needs
  • Multi-entity groups requiring consolidations and intercompany discipline
  • Owners preparing for a loan, a surety line, or a sale
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A real monthly close

Every account reconciled on a published calendar — statements land at the same point each month, not whenever.

GAAP-consistent reporting

Revenue recognition, accruals, and fixed assets treated consistently so year-over-year comparisons mean something.

Lender- and surety-ready

Statement packages formatted for the third parties who will actually read them.

One accountable firm

Accounting, payroll coordination, and tax under one roof — no handoffs between vendors who blame each other.

Our process

How a business accounting engagement runs.

01

Assessment

We review your chart of accounts, systems, and last twelve months to identify what is wrong and what is merely untidy.

02

Cleanup and setup

Historical corrections, a restructured chart of accounts, and documented close procedures.

03

Monthly close

Reconciliations, accruals, and a statement package with a short written commentary each period.

04

Quarterly review

A working session on margin, cash conversion, and the two or three numbers that should change next quarter.

Questions

What clients ask before engaging.

Do you work in QuickBooks?

Yes — QuickBooks Online and Desktop, plus Xero and most common payroll and point-of-sale integrations.

Our books are years behind. Is that a problem?

No. Cleanup engagements are routine here. We scope the catch-up separately, bring you current, and then move you onto a normal monthly cadence.

Is this different from bookkeeping?

Bookkeeping records transactions. Business accounting adds reconciliation discipline, accrual treatment, CPA review, and reporting built for outside readers.

Book a Consultation

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.