Accounting Services
Monthly bookkeeping and management reports you can trust.
Accounting & CFO
Accounting & Fractional CFO Services
Clean books, dependable payroll, and the strategic read on your numbers that most small businesses never get.
Overview
Between bookkeeping and a full-time CFO
There is a gap most growing businesses fall into. A bookkeeper records what happened. A full-time CFO costs an executive salary plus benefits. In between sits the owner, staring at a profit-and-loss statement that is technically accurate and practically useless, trying to decide whether they can afford to hire.
We cover that middle ground. The foundation is accounting done properly — monthly reconciliation, a chart of accounts that reflects how your business actually works, statements you receive on a predictable schedule. On top of that sits the interpretation: what your margins are by service line, where cash is going to be tight in four months, whether that price increase is worth the customers it will cost.
Payroll rounds it out, because it is the piece that generates penalties fastest when nobody owns it. Take one service or all three — the books, the payroll, and the strategy stay consistent because the same firm handles them.
Services
Explore our accounting & cfo services
Every engagement starts with understanding your situation — then we recommend only what actually moves the needle.
Fractional CFO Services
Forecasting, KPIs, and strategy without a full-time hire.
Payroll Services
Payroll processing, tax filings, and year-end forms.
Scope
What's Included
Everything below is in scope from day one — no add-on line items once we are working together.
- Monthly management reportsP&L, balance sheet, and cash flow for your own decision-making, delivered on a set schedule and reconciled.
- Cash-flow visibilityForward-looking projections so you see a squeeze coming with time to do something about it.
- Payroll managementProcessing, tax filings, and year-end forms handled without you tracking the deadlines.
- KPI & dashboard reportingThe handful of numbers that actually drive your business, tracked and reviewed monthly.
- Strategic planning sessionsRegular working meetings on pricing, hiring, capacity, and growth decisions.
- Tax-ready books year-roundRecords maintained so filing season is a handoff, not an archaeology project.
How It Works
How we take over your finance function
A simple, predictable path from first call to ongoing support.
- 01
Free Consultation
We look at where your books stand today and what decisions you are trying to make.
- 02
Onboarding & Cleanup
Historical records reconciled, chart of accounts rebuilt, software configured properly.
- 03
Monthly Rhythm
Books closed, statements delivered, payroll run — on the same schedule every month.
- 04
Review & Strategy
Regular sessions where the numbers turn into decisions about the next quarter.
Books behind, or numbers you cannot read?
Tell us the current state honestly — we have seen worse. A free consultation will tell you what cleanup actually involves.
Questions
Frequently Asked Questions
Still have a question? Send it over or call (239) 492-6784.
Our clients generally run between $200,000 and $20,000,000 in annual revenue — solo operators with real complexity at the low end, and companies with a small internal finance team at the high end. They are mostly closely held corporations, partnerships, and LLCs. What matters more than revenue is whether the numbers are currently being used to make decisions or just to file a return.
If you need financial strategy a few days a month rather than every day, fractional is the better economics by a wide margin. Businesses generally outgrow fractional when transaction volume, headcount, or financing complexity demands someone in the building daily. We will tell you when you have reached that point rather than stretching an engagement past its usefulness.
Yes. Mid-year transitions are routine. We review what has been recorded so far, reconcile it, clean up whatever needs correcting, and pick up from there — you do not have to wait for January or carry a messy first half into your return.
We do. Payroll processing, federal and Florida payroll tax filings, new-hire reporting, and year-end W-2s and 1099s are all covered. Payroll tax penalties are among the most avoidable costs a small business incurs, and they are avoided by someone owning the calendar.
Not under this entity. Advance Accounting & Tax Solutions was set up for the work that sits outside traditional CPA-firm services: tax compliance and planning, tax resolution, start-up assistance, bookkeeping, and accounting. Audits, reviews, compilations, and prepared financial statements with a report attached go through the affiliated CPA firm, Joseph F. Fragnoli, CPA, Inc. You deal with the same people either way.
Recurring accounting and CFO work is priced as a flat monthly fee based on scope, transaction volume, and how many entities are involved — so you know the number in advance and are not billed for asking a question. Cleanup or catch-up work is quoted separately once we have seen the current state of the books.
Ready for a tax and accounting partner who plans ahead?
Book a free consultation and we will map out exactly what you need — no pressure, no jargon.