Redefining Excellence in American Financial Services!

We offer customized solutions, including an example of a financial plan, to help you manage resources, grow wealth, and secure your future. We specialize in providing financial services to help you and your business achieve it’s financial goals.

An agile finance team built to maximize your vision with expert financial services

From start-up to multi-generational, we partner with businesses and entrepreneurs at all stages of growth through sustainable accounting and corporate finance solutions.

Mission-ready finance team

Your search for “financial consultants near me” and “finance advisor near me“, ends here with us. We have a global team of functional business finance experts and professional accountants with experience spanning hundreds of industries and business models in roles that include:

Chief Financial Officer
Financial controller
Financial planning and analysis (FP&A)
Bookkeeping
Financial Reporting and Forecasting
Sales Planning & Analysis
Payroll
Budgeting

Enterprise Resource Planning (ERP)
Cash Flow
Audit
Accounts Payable
Accounts Receivables
Tax Consultation
Risk Management Techniques
Consumer Credit Counseling

Customized solutions for you and your business

Financial management for business

5k specializes in providing innovative solutions for the financial business, helping you achieve your economic goals. We begin with a discovery call to understand your business challenges and identify the best path forward. How we help, depends on your challenge and has ranged from developing a 5-year financial P&L for investors to optimizing the cash flow of a legacy business unit.

Fractional Team

At 5K, we’ve built a team of functional experts in finance and accounting who can quickly jump into the business with you and your team. Our team members have provided fractional role support, ranging from the Chief Financial Officer to the bookkeeper. Most of our team members can support across multiple finance department skill gaps.

Process Optimization

After our initial discovery call, we’ll engage our team of financial experts and certified accountants to review your balance sheet and create processes, with built-in controls, so your organization can be effective, successful, and future-ready. When possible, we’ll identify opportunities to automate through business process automation technology.

Bookkeeping

Many of our clients are at the stage where there isn’t enough demand for a full-time bookkeeper and there isn’t enough time for their team to bookkeep with reliability. Our team of bookkeepers will support you as a member of your team or as part of a quality assurance process.

Reporting and Forecasting

Not only do you get the reports your business needs, you also get expert advice on how to use those reports to help you make better business decisions. From basic reports like a Profit & Loss statement to more complex Days Of Sales Outstanding and Inventory Turns. Additionally, we’ll bring business intelligence and artificial intelligence tools to enable predictive modeling when necessary.

Technical Integrations

Technology is a foundation of everything we do and we know from experience that technology can be a massive help or a massive waste to your business. That’s why we only propose technology solutions when the return on investment exists. Clients work with us to help architect, implement, and maintain technology solutions that range from Enterprise Resource Planning (ERP) tools to business process automation and business intelligence reporting.

Our most demanded financial technology integrations:

Accounting Software

ERP Software

Value-based pricing

Our global scale and access to cost-efficient talent, allow us to partner with the best people at the best value, so everyone sees an optimized return on our commitment to you.

The Pillars of 5k Advisory Success!

Get Up-to-Date Financial Reports with Skilled Finance Consultants and QuickBooks!

While 5kadvisory Accountants primarily uses QuickBooks, our accounting team is well-versed in the most popular online accounting software. Our Accountants provide customized bookkeeping that matches your business goals and budget.

We understand that running your business may have resulted in the accounting taking a back seat. With our quick clean-up, we review your entire trial balance so that all of your past transactions are organized correctly, reducing your financial stress.

Your accountant can categorize transactions, reconcile accounts, and keep your books up to date throughout the year, giving you peace of mind when it comes to tax time.

Not only do you get the reports your business needs but get expert advice on how to use those reports to help you make better business decisions. From basic reports like the Profit & Loss statement to more complex Days Of Sales outstanding and Inventory Turns.

Leverage the expertise of professional accountants who have decades of experience across multiple industries. Their precision will help you stay on top of your financial health and provide a solid foundation for future growth.

Get Consultation

info@5kadvisory.com

Make an appointment!

Need a Finance Team? Schedule a Discovery Call Now.

If you are interested in our professional financial services and financial consulting or want to learn more about our financial planning and strategies and financial management service. Schedule a Discovery Call Now.