Accounting & CFO Advisory

Our Specialists

Tanya Alexander

CEO & Founder
Strategy Box Bookkeeping
20+ Experience

Accounting & CFO Advisory

At Your Bookkeeper On Call, our Accounting and CFO Advisory service is designed to provide growing businesses with strategic financial insight and high-level support—without the cost of a full-time CFO. Whether you're navigating growth, planning investments, or improving profitability, our experienced team becomes a trusted partner in driving your financial success.

What We Do

We go beyond the numbers to deliver tailored financial analysis, budgeting, forecasting, cash flow management, and decision-making guidance that helps you scale with confidence.

Oversight & Internal Controls

Process and Policy Development

Business Performance Analysis

Capital Planning & Fundraising Support

M & A Planning and Due Dilligence

Financial Modeling and Forecasting

IRS Representation & Audits

Delivering Excellence Through Expertise

Frequently Asked Questions

Getting started is easy! Simply contact us to schedule an initial consultation, where we’ll discuss your needs and how we can best support your business.

Yes, we offer strategic financial planning services, including forecasting, budgeting, and cash flow analysis, to help you make informed decisions and achieve your business goals.

We take data security very seriously. Our firm uses the latest encryption technologies and follows strict protocols to protect your financial information from unauthorized access.

Our firm is distinguished by our personalized approach, deep industry knowledge, and commitment to building long-term relationships with our clients. We’re not just accountants—we’re your business partners.

Absolutely. We provide full-service bookkeeping, including transaction recording, bank reconciliations, payroll processing, and more, to keep your financials in order.

The frequency of reporting is up to you. We can provide monthly, quarterly, or annual reports, depending on your needs. Regular communication ensures that you’re always informed about your financial standing.

Yes, we provide comprehensive tax services, including tax planning, preparation, and filing. Our goal is to help you minimize your tax liabilities while ensuring full compliance with all regulations.

We use industry-leading software like QuickBooks, Xero, and Sage, but we’re also proficient in a variety of other platforms. We can work with your existing system or recommend the best software for your needs.