🧾 Accounting Services

You built your business to move—not to get stuck reconciling statements at midnight. Beechhurst Capital Advisors turns your financial back office into a growth engine, giving you real-time clarity, disciplined cash control, and senior-level guidance without the full-time headcount.

Who we Serve and the Outcomes we Deliver

We partner with founders, professional service firms, e‑commerce and creator brands, real estate investors, and lean finance teams who want clean books, reliable reporting, and strategic cash planning they can actually use.

• Clarity: Monthly close you can trust, with reports that answer “What’s happening?” and “What should we do next?”

• Control: Tight AR/AP, payroll, and cash routines that prevent surprises and protect margins.

• Confidence: Fractional CFO guidance on pricing, runway, debt, and growth bets—so decisions feel deliberate, not reactive.

Core Services

Bookkeeping and Monthly Close

• Transaction management: Daily or weekly categorization, reconciliations, and documentation that keeps every dollar traceable.

• Month-end close: Checklists, accruals/deferrals, and variance reviews to deliver timely, accurate financials.

• Financial statements: GAAP‑informed income statement, balance sheet, and cash flow—clean, consistent, and decision-ready.

• E‑commerce detail: Sales channel mapping, COGS accuracy, landed cost, refunds/chargebacks, and inventory alignment.

• Tax‑ready books: Year-round books aligned to tax strategy to reduce filing friction and surprises.

Fractional CFO Services

• Financial planning and analysis (FP&A): Budgets, rolling forecasts, and scenario modeling tied to your growth plan.

• Cash and runway: 13‑week cash flow, working capital levers, and “what‑if” scenarios for hiring, pricing, and inventory.

• KPI design: Metrics that matter (e.g., CAC, LTV, gross margin, net revenue retention, inventory turns) with accountable targets.

• Board and stakeholder reporting: Clear narratives and dashboards that align teams and earn confidence.

• Capital strategy: Debt/equity readiness, banker/PE conversations, diligence support, and covenant monitoring.

Outsourced Accounting and Controller

• AR/AP operations: Invoicing, collections cadence, vendor setup, bill pay workflows, and early‑pay/terms optimization.

• Payroll and compliance coordination: Payroll processing oversight, benefits reconciliation, and multi‑state considerations.

• Policies and controls: Spending policies, approval matrices, and segregation of duties to reduce risk.

• Systems and automation: Cloud accounting stack setup, integrations, and workflow automation to cut manual busywork

Systems and Implementation

• Clean start or cleanup: Catch‑up, reclassifications, and chart‑of‑accounts redesign tailored to your model.

How Engagement Works

• Discovery and fit: We learn your model, margins, and milestones; you see a clear scope, timeline, and pricing.

• Onboarding and cleanup: Rapid data access, chart design, process mapping, and a right‑sized control environment.

• Operate and optimize: A reliable monthly drumbeat plus continuous improvements and automation to save time and reduce errors.

• Advise and plan: Quarterly strategy sessions to recalibrate targets, cash plans, and investments as conditions change.

Why Beechhurst Capital Advisors?

• Operator mindset: We’ve built and supported lean teams—our work is practical, fast, and measurable.

• Founder‑friendly: Plain‑English reporting and CFO insights that translate to daily actions, not jargon.

• Right‑sized: From bookkeeping essentials to strategic CFO work, scale services up or down as your needs evolve.

• Security and professionalism: Documented processes, access controls, and a U.S.‑based team you can trust.

FAQs

• Do you offer audits or reviews?

No. We do not perform audits, reviews, or any attest services. We prepare audit‑ready financials and coordinate with your auditor if needed.

• What’s the difference between bookkeeping, controller, and fractional CFO?

Bookkeeping records and reconciles. A controller enforces process, closes the books, and ensures accuracy. A fractional CFO turns numbers into strategy—budgets, forecasts, KPIs, and capital decisions.

• Are services remote or onsite?

Primarily remote for speed and efficiency. Onsite sessions in Queens, NY and surrounding areas are available when helpful.

Get Started

If you’re ready for clean books, clear dashboards, and a CFO you can call, let’s talk.

• Schedule: A 20‑minute discovery call to align on scope, tools, and timelines.

• Deliverables: A tailored proposal with milestones and measurable outcomes.

• Next step: Share your goals and current stack—we’ll handle the rest.