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Accounting Advisory

Senior Accounting Support.
Without the Full-Time Overhead.

Technical guidance, complex accounting topics, and fractional CFO support — delivered by a CPA with Big 4 training and real-company finance experience.

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Ideal For

Who This Is Built For

  • Founders and CEOs who need a finance lead but aren’t ready to hire one
  • Controllers and VPs of Finance who need a technical accounting sounding board
  • Investor-backed and PE-portfolio companies with complex reporting requirements
  • Companies navigating a transaction, restructure, or audit for the first time
What’s Included

Services & Deliverables

  • Technical accounting research and position memos (revenue recognition, lease accounting, equity compensation, consolidations)
  • Month-end and year-end close support
  • Financial reporting review and preparation
  • Fractional CFO support — board prep, investor reporting, financial planning
  • Internal process design for the accounting function
  • Data cleanup, normalization, and analytics readiness — turning messy data into something actionable
  • Guardianship and estate accounting
  • One-off and project-based accounting work — if it doesn’t fit neatly into a category, reach out anyway
  • Coordination with external auditors and tax advisors
Why It Works

Senior-Led. Practically Delivered.

Most businesses at this stage are choosing between an overqualified full-time hire and an underpowered bookkeeper. Accounting Advisory fills that gap. Alyssa leads and reviews every engagement — work is executed by a senior-supervised team where it makes sense, keeping delivery fast and pricing competitive. You get senior judgment on every decision that matters.

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Providing Advisory services only — not legal, tax, audit, or attest opinions.

The Process

How It Works

A straightforward engagement model designed to get you up and running quickly and deliver consistent results.

1
Scoping Call

30-minute discovery call to understand your situation, timeline, and what you actually need. No generic proposals — scoping is specific to your business.

2
Proposal & Kickoff

Clear scope, clear deliverables, clear pricing. Once agreed, we kick off quickly — no long onboarding cycles.

3
Engagement Delivery

Ongoing or project-based depending on your needs. Alyssa is your primary point of contact throughout — decisions, reviews, and direction all run through her.

4
Review & Handoff

Every engagement ends with a clean handoff — documentation, context, and recommendations your team can actually use.

Not Sure If It Fits?

Have an Accounting Problem That Doesn’t Fit Neatly Anywhere?

Guardianship accounting, one-off cleanup projects, data you can’t make sense of, something that doesn’t quite match a service description — send it over. If it’s an accounting problem, it’s worth a conversation.

Get Started

Ready to talk through what you need?

Book a 30-minute call and let’s figure out the right starting point for your business.

Book a Discovery Call

Providing Advisory services only — not legal, tax, audit, or attest opinions.