Accounting & Advisory · Phoenix
Everyone Across the Table Has a Team. Now So Do You.
Your lender has a credit team. A buyer has a diligence team. Your auditor has an audit team. We are the team on your side — beside the people you already have, or as the whole function, books included.
Pick one to see the service it needs.
Your side of the table
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.
Your side of the table
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.
Your side of the table
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.
Your side of the table
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 behind you
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.
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Gap Review is free
normally $1,499 per entity · through December 31, 2026
What an auditor or a buyer will ask for, what is missing, and what it would take — in writing, early enough to fix it.
See the picture
Their Team Across the Table. Ours Beside You.
Across the table
- Your lendera credit team
- A buyera diligence team
- Your auditoran audit team
- Board & investorsquestions on a date
Read the detail · Your side of the table
Most Teams Stop at the Trial Balance
Being on your side means the preparation, the evidence and the answers — never arguing for a number the evidence does not support. If we think one will not hold up, you hear it from us first.
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.
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.
Management signs off — on every posture
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.
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.
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.
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.
Free, for anybody
Ask Accounting Advisor Anything About Accounting
Accounting Advisor is the firm, and it is also an assistant that answers accounting questions — a definition for somebody new to the books, or the standard and the journal entries for a controller — free, at any depth, with no sign-up. About us it says only what this site says.
Try one
- What is the difference between cash and accrual accounting?
- How does ASC 606 treat a contract with multiple performance obligations?
- What does a lender look at in a covenant compliance certificate?
- What will an auditor ask for in a first-year audit?
A starter opens the assistant with the question in its box. Nothing is sent until you press Ask.
If somebody is going to ask you to prove a number, we are the firm you want on your side before they do. We work from Phoenix and remotely, and the first conversation is a look at your books and an honest answer about whether we are the right firm.