Clear Numbers. Confident Decisions. Stronger Businesses.

Who We Serve

Everly Accounting Services partners with clients across four specialty areas, each with its own compliance demands, reporting expectations, and financial rhythms. Wherever you fall, you get the same full range of support — from day-to-day bookkeeping through CFO-level advisory — built around how your organization actually runs.

MSO / Healthcare

Medical service organizations and healthcare practices run on tight margins, complex payer mixes, and reporting that has to hold up to scrutiny. We keep your books audit-ready and your financial picture clear, so you can focus on patient care instead of chasing down numbers.

• Practice-level bookkeeping and month-end close

• Payer/revenue mix reporting and margin visibility

• CFO advisory for growth, staffing, and capital decisions

Nonprofit & Government

Grant compliance, fund accounting, and board reporting each come with their own rules — and getting them wrong can cost you funding. We structure your books to track restricted vs. unrestricted funds correctly and produce the reporting your board, funders, and auditors expect.

• Fund accounting and grant/restricted-fund tracking

• Board-ready financial statements and budget-to-actual reporting

• Audit and compliance support

Small Business & 1099

Whether you're running a small business or working as an independent contractor, we handle the bookkeeping and tax-prep groundwork so you always know where you stand — and hand off a clean, organized package to your tax preparer at filing time.

• Ongoing bookkeeping and invoicing support (bill.com)

• Quarterly estimated tax planning and 1099 tracking

• Tax-season prep and accountant handoff

AI-Readiness

Before AI tools can save you time on forecasting, reporting, or approvals, your books need to be clean, consistent, and structured to support them. We audit your chart of accounts, categorization, and workflows in QuickBooks Online and bill.com, then get your financial data into shape so automation actually works — instead of automating a mess.

• Chart of accounts and categorization clean-up

• QBO / bill.com workflow and automation audit

• Financial data structured for AI-driven reporting and forecasting

Supporting Businesses That Strengthen Our Communities

At Everly Accounting Services, we believe quality financial guidance should be accessible to organizations and entrepreneurs making a meaningful impact. We’re proud to offer special discounted pricing for qualifying clients, including:

• Nonprofit organizations

• Women-owned businesses

• Minority-owned businesses

• Veteran-owned businesses

• Disability-owned businesses

• LGBTQ+-owned businesses

• Startups and emerging small businesses

• Community-based and mission-driven organizations

Ask us about available discounts during your free consultation.

Eligibility and discount amounts may vary based on the services requested and scope of engagement.