A diverse group of five people sitting around a white conference table in a modern office, engaged in a discussion. Large windows behind them show an urban cityscape, and there is a large green plant and a TV on the wall.

Everly Accounting & Business Solutions offers full-service finance and accounting support — from day-to-day bookkeeping to high-level CFO advisory — so you always have clear, accurate financials and the guidance to act on them.

Who We Serve

Financial Management & CFO Advisory

Financial oversight and strategic guidance
Budget development and monitoring
Cash flow forecasting and management
Financial performance analysis
KPI development and monitoring
Board and management financial reporting support
Strategic planning assistance
Monthly financial review meetings
Financial process improvement recommendations

General Accounting & Bookkeeping

Monthly bookkeeping
General ledger maintenance
Bank and credit card reconciliations
Journal entry preparation and posting
Account reconciliations
Fixed asset tracking
Month-end and year-end close
Financial statement preparation
Audit support and coordination

Accounts Payable Management

Vendor invoice processing
Vendor setup and maintenance
Payment scheduling
Accounts payable reconciliation
Vendor communication support

Accounts Receivable Management

Customer invoicing
Revenue tracking
Collections monitoring
Customer account reconciliation
Accounts receivable aging analysis

HR Advisory

Policy development
Employment compliance guidance
Employee handbook support
Hiring and onboarding process design
Benefits strategy

Payroll Management

Payroll processing and review
Payroll reconciliation
Employee compensation reporting
Payroll tax support
Benefits allocation review

Financial Reporting

Monthly balance sheet
Monthly income statement
Statement of cash flows
Budget-to-actual reports
Executive dashboard reporting
KPI reporting package

Tax & Compliance Coordination

Coordination with your tax professional for return preparation and filing
Sales tax support
Audit preparation assistance
Regulatory reporting support
Year-end 1099 preparation and filing

Technology & Systems Support

Accounting software setup and administration
QuickBooks Online setup, cleanup, and ongoing management
Chart of accounts management
Process automation recommendations
Internal controls review

Additional Services

A few related services worth adding to round out the offering — remove any that don't fit your practice.

Outsourced Controller Services — a step above bookkeeping and below full CFO advisory, for businesses that need stronger oversight of the accounting function without a full-time hire
New Business & Entity Setup Support — help choosing and setting up an entity structure, opening accounting systems, and building a clean chart of accounts from day one
Nonprofit Accounting & Grant Fund Management/Reporting — fund accounting, grant tracking, and board-ready financial reporting for nonprofit clients
Lender & Investor Reporting Packages — financial packages prepared for banks, SBA loans, or investors during financing or fundraising
Job Costing & Project Profitability Reporting — margin tracking by job, project, or service line for contractors and project-based businesses
Accounting Systems Cleanup & Catch-Up — bringing books current for businesses that have fallen behind

Plans

Services are available as part of tiered monthly plans — Starter, Essential, Growth, and Premier — starting at $250/month, with scope and pricing adjusted for transaction volume, complexity, and reporting needs. Discounts are available for small businesses, women-owned businesses, and nonprofits.

Contact us to find the right plan for your business.

Nonprofit & Government

MSO/Healthcare

Small Business/1099

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