Year End Accounts Preparation
Strategic Advisory & CFO Level

📆 Year-End Accounts Preparation, Strategic Advisory & CFO-Level Services – USA

Year-end is more than just closing books — it’s the foundation for financial transparency, tax readiness, and future planning. At [Your Company Name], we help U.S. businesses and CPA firms complete their year-end accounts efficiently, accurately, and in full compliance — with strategic insights to inform the road ahead.

🧠 Add-On: Fractional CFO & Financial Advisory

• 📌 Budgeting & Forecasting – Quarterly, annual, or rolling models
• 📌 Cash Flow Planning – 13-week rolling cash flow models
• 📌 KPI Dashboards – Monthly financial/operational metric reports
• 📌 Scenario Planning – Sensitivity analysis for revenue/funding/cost changes
• 📌 Fundraising Support – Investor-ready models, equity planning, data room prep

🔐 Why Clients Rely on Us

• ✅ U.S. GAAP Expertise – QuickBooks cleanup, CPA firm support, and industry-specific accounting (SaaS, healthcare, nonprofit).
• ✅ More Than Accounting – We deliver advisory-driven reviews with risk mitigation and optimization strategies.
• ✅ Secure Offshore Team – U.S.-aligned support with ShareFile, Xero, QuickBooks Online, MS Teams, and SOC controls.
• ✅ CPA Firm Partnerships – White-labeled year-end file prep: trial balances, workpapers, PBC follow-ups, AJEs, and final closing packages.

🧩 Who Is This For?

• U.S. small businesses seeking accurate year-end close
• CPA firms needing scalable offshore support
• Startups preparing for funding and investor audits
• Founders wanting CFO-level insights without full-time cost