Finance Advisory SerVICES

Experienced financial oversight without adding a full-time finance executive.

Finance Advisory goes beyond maintaining the accounting records. We help management understand the numbers, strengthen financial operations, improve controls, prepare for external scrutiny, and build a finance function the organization can rely on.

Controller Services — Starting at $2,000/month

Ongoing financial oversight may include:

• Month-end close oversight 
• Financial statement review 
• Management reporting 
• Cash flow monitoring 
• Balance sheet and reconciliation review 
• Accounts receivable and accounts payable oversight 
• Accounting staff coordination 
• Financial reporting improvements 
• Internal controls 
• Accounting policies and procedures 
• Audit coordination 
• Management support on accounting and financial matters 

Financial Operations & Internal Controls Assessment — Starting at $2,500

Assessment of your financial processes, responsibilities, reporting, controls, and accounting workflows to identify weaknesses and opportunities for improvement.

Deliverables may include process maps, control recommendations, responsibility assignments, procedure recommendations, and an implementation roadmap.

Audit Readiness & Remediation — Starting at $3,500

Support for organizations preparing for an audit, review, or other external financial examination.

Services may include accounting record review, reconciliations, supporting documentation, financial schedules, PBC coordination, internal control documentation, audit request tracking, and coordination with external auditors. We also assist management in addressing audit findings and implementing corrective actions.