Books that balance. Advice that moves you forward
For
You
Books closed monthly, reconciled and reviewed — no chasing, no surprises at tax time
Sized for small businesses, not enterprise software you'll never fully use
A dedicated person who knows your business, not a rotating support queue
Starting prices published up front. You'll know your cost before you commit to anything
Monthly reconciliation, categorized transactions, and clean financial statements — so you always know exactly where your business stands
State filings on a monthly and quarterly basis, plus proactive planning throughout the year — so tax season never catches you off guard
Accurate, on-time payroll and filings so your team gets paid correctly and you stay compliant, every cycle
Budgeting, cash flow forecasting, and strategic guidance for owners who want more than a look in the rearview mirror
Starting prices below — your exact rate depends on transaction volume and team size. Every quote is flat and published in writing before you sign anything
Not sure which package fits? Book a free 15-minute call and we'll recommend the right one
Add-on services are available, and custom packages can be built around your specific needs
For You Accounting & Advisory was built for small business owners who are done choosing between an automated platform and an expensive traditional CPA firm. You get accurate books, straightforward advice, and a person who returns your calls.
We work exclusively with small businesses — small enough that you still know every name on payroll, big enough that spreadsheets alone stopped cutting it.
A 15-minute call to understand your business and recommend the right package
We connect your accounts and, if needed, clean up any backlog in your books
Your books are reconciled and closed every month, with clear statements sent your way
Regular check-ins to plan ahead — taxes, cash flow, and whatever growth brings next
A few examples of the kinds of businesses we work with — swap in real client quotes as you collect them.
"Our books used to be a mess between closings. Now I actually know what I'm earning each month instead of guessing until tax season."
"Between fuel costs and driver payroll, our margins were impossible to track. They cleaned up two years of backlogged books in a month."
"As a small firm, we needed someone who'd actually pick up the phone. That's exactly what we got, plus books that finally reconcile."
Book a free 15-minute consultation — no obligation, just a clear read on where your books stand