Overview
F9 Advisory takes full ownership of your accounting function — from daily transaction processing to month-end close and financial statement preparation. You get a complete, professional accounting team without the overhead of building one in-house.
Who It's For
Small and mid-sized businesses that need reliable, accurate bookkeeping and accounting but do not have the volume or budget to justify a full in-house team. Ideal for companies tired of inconsistent books, missed closes, or the risk of a single-employee accounting department.
What's Included
What we deliver
01
Bookkeeping & Transaction Processing
Daily or weekly recording of all financial transactions, bank reconciliations, and ledger maintenance.
02
Accounts Payable Management
Vendor invoice processing, payment runs, and vendor account management to keep your payables organized and on time.
03
Accounts Receivable Management
Customer invoicing, collections follow-up, and A/R aging management to accelerate your cash collections.
04
Month-End Close
A disciplined, repeatable close process that delivers accurate financial statements within 10 business days of month end.
05
Financial Statement Preparation
Monthly income statement, balance sheet, and cash flow statement prepared in accordance with GAAP.
06
Payroll Coordination
Payroll processing coordination, journal entries, and reconciliation to ensure compensation is accurately reflected in your books.
07
Sales Tax Compliance
Multi-state sales tax filing management and nexus analysis to keep you compliant as your business grows.
08
Audit & Tax Preparation Support
Year-end close packages, supporting schedules, and liaison support for your external CPA or auditor.
Outcomes
What you can expect
- Timely, accurate financials you can trust every month
- Reduced risk from single points of failure in your accounting team
- Audit-ready books that reduce the cost and stress of your annual audit
- More time for leadership to focus on running the business
Get Started
Ready to get started with Accounting & Bookkeeping?
Schedule a no-obligation conversation with our team to learn how we can help your business.