Financial Reporting & Accounting Advisory
Businesses sometimes need support beyond routine bookkeeping. Taylor Montgomery, CPA provides project-based and ongoing accounting advisory to strengthen financial reporting, address technical questions, and help owners use reliable information.
The scope is designed around a defined reporting need, accounting issue, system challenge, or special project.
Financial Reporting Support
Clear reports help owners, management teams, lenders, and other authorized users understand financial performance and position. Taylor can assist with the preparation and improvement of internal financial statements and supporting schedules.
- Balance sheets, income statements, and cash-flow reporting
- Management-reporting packages
- Supporting schedules and reconciliations
- Variance and trend analysis
- Month-end and year-end reporting support
Technical Accounting Assistance
Transactions or reporting questions sometimes require more analysis than routine bookkeeping provides. Taylor’s background in audit, corporate accounting, and financial reporting supports careful research, documentation, and implementation.
- Revenue-recognition and lease-accounting support
- Account analysis and complex reconciliations
- Documentation of accounting positions
- Assistance resolving unusual or legacy balances
- Coordination with tax or independent attest providers
Audit Readiness
Audit readiness means helping a client organize records, reconcile accounts, prepare schedules, and respond efficiently to information requests from an independent auditor. It does not mean performing the audit or issuing an opinion.
- Prepared-by-client schedule support
- Account reconciliation and documentation
- Review of requested support for completeness
- Tracking open items and management responses
Clear Scope, Practical Deliverables
Each advisory engagement begins with the objective, available information, responsible parties, expected deliverables, and timing. The result may be a reporting package, a technical analysis, corrected schedules, a stronger close process, or a defined action plan.
Related Services
Clients may also need bookkeeping and accounting support, business and special-project advisory, or tax services. Related work is scoped separately so responsibilities remain clear.
Businesses That May Benefit
Financial reporting and accounting advisory may help contractors and project-based companies, real estate investors and developers, professional and service-based businesses, manufacturing and consumer-products companies, and growing businesses that need clearer monthly reporting, technical accounting support, or audit readiness.
Let’s Talk About Your Reporting Needs
Tell Taylor what type of accounting or tax support you are looking for, and she will let you know whether the requested service appears to be a good fit.
Call (949) 541-8231 or email taylor@taylormontgomerycpa.com.