Business & Special Project Advisory
Some accounting needs do not fit neatly into monthly bookkeeping or annual tax preparation. Taylor Montgomery, CPA provides project-based advisory for defined financial, accounting, reporting, and process challenges.
Each project begins with the objective, available information, stakeholders, expected deliverables, and timing.
Financial Analysis
Focused analysis can help an owner understand performance, cash flow, margins, cost changes, or the financial effect of a proposed decision.
- Trend and variance analysis
- Cash-flow analysis
- Gross-margin and profitability review
- Scenario modeling using agreed assumptions
- Development of management-reporting schedules
Process Improvements
Accounting processes often become more difficult as a business grows or responsibilities change. Taylor can help document the current process, identify gaps, and recommend practical improvements.
- Month-end close procedures
- Account reconciliation workflows
- Documentation and responsibility mapping
- Financial-reporting timelines
- Information handoffs between owners, staff, and outside providers
Accounting-System Support
System projects may involve requirements, account structures, data cleanup, reconciliations, reporting needs, or coordination with an implementation provider. Taylor’s role is defined around the accounting and reporting work—not software sales.
Audit Readiness
Taylor can help organize records, prepare schedules, reconcile accounts, and track information requested by an independent auditor. This support can make the process more efficient while keeping responsibilities clear.
Project-Based Financial Consulting
Special projects may include account cleanup, reporting redesign, transaction support, technical-accounting research, or assistance resolving a complex accounting matter. If a project requires legal, investment, valuation, or attest services outside the firm’s scope, that limitation will be identified.
Related Services
Depending on the issue, a client may also benefit from bookkeeping and accounting support or financial reporting and accounting advisory.
Businesses That May Benefit
Project-based advisory can support contractors, real estate developers and investors, professional and service-based businesses, manufacturing and consumer-products companies, and other growing businesses working through reporting, systems, audit-readiness, process, or financial-analysis projects.
Let’s Talk About Your Business
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.