Financial Review
Quarterly
$250/quarter
CPA review and owner guidance for records maintained elsewhere.
- P&L and balance-sheet review
- Payroll and owner-pay review
- Tax priorities and action plan
CPA support for owner-led businesses
Clear financials for better owner decisions.
CPA-led accounting services, payroll coordination, tax planning, and finance leadership for owner-led and owner-operated businesses.
Florida CPA
QuickBooks ProAdvisor
Hospitality, contractor & owner-operator focus
Recurring services
Choose the right level of support.
Four clear service levels for owner-led businesses—from focused review to finance leadership.
Quarterly Accounting
$300/month equivalent
$900/quarter
Quarterly accounting and owner payroll for a low-volume business.
- Up to 100 quarterly transactions
- Owner payroll and Solo 401(k) support
- Quarterly close, reconciliations, and advisory
Boutique Accounting
Monthly
$500/month starting
Monthly accounting coordination for a simple owner-led business.
- Up to 100 monthly transactions
- Two connected accounts and owner payroll
- Standard reporting and limited advisory
Best fit for growth
Business Finance Leadership
Controller + CFO guidance
$1,500/month starting
Controller oversight and CFO guidance for a growing owner-led business.
- Industry-specific reporting, WIP, departmental P&Ls, and KPIs
- Enterprise payroll and retirement-plan coordination
- Cash-flow and working-capital planning
- Banking, lending, and credit-line support
- Guidance on equipment, vehicles, hiring, and expansion
Scope note: Starting prices assume one operating entity and a defined scope. QuickBooks Online, payroll-platform fees, retirement-plan provider charges, and other third-party costs are paid directly by the client. Cleanup, employee payroll, additional entities, and expanded reporting are separately scoped.
Quick comparison
See the difference at a glance.
The goal is a simple choice—not a long brochure.
| Service | Cadence | Accounting coverage | Payroll | Advisory |
|---|---|---|---|---|
| Financial Review | Quarterly | Review only | Payroll review | Owner discussion and tax priorities |
| Quarterly Accounting | Quarterly | Up to 100 quarterly transactions and two accounts | Owner salary and Solo 401(k) | Light tax and business advisory |
| Boutique Accounting | Monthly | Up to 100 monthly transactions and two accounts | Owner salary and Solo 401(k) | Limited recurring advisory |
| Business Finance Leadership | Monthly | Higher-volume accounting and custom reporting | Enterprise payroll oversight | Cash flow, lending, tax, and capital decisions |
Tax and project support
Focused support when the need is specific.
One-time work can stand alone or become the start of a recurring accounting relationship.
Accounting Procedures Assessment
Review workflows, system setup, reporting structure, and next-step priorities.
Cleanup & Setup
Catch-up accounting, reconciliations, chart cleanup, and a stronger reporting foundation.
Tax Preparation & Planning
Returns priced by complexity. Bundle discounts may apply when multiple returns are completed for a tax-filing or advisory client.
CPA Compiled Financial Statements
CPA-compiled statements for grants, lenders, bonding, investors, and other third parties.
Owner-led industry experience
Built for businesses where the owner is close to the decisions.
Focused on owner-led and owner-operated businesses that need reliable accounting and practical financial guidance—not another layer of corporate complexity.
Contractors & home servicesHospitality & restaurantsReal estate & multi-entity ownersProfessional servicesRetail & growing local businesses
Founder-led CPA support
Controller-level experience focused on owner-led businesses.
Yamir Olivero Gomez, CPA, works with owner-led and owner-operated businesses that need stronger accounting, reporting, payroll, tax coordination, cash-flow visibility, and financial decision support. His industry experience includes hospitality, contractors, real estate, multi-entity ownership, and other privately held businesses.
Florida CPA
FICPA member
HFTP member
QuickBooks ProAdvisor
Learn More & Stay Connected on LinkedIn ↗
FICPA and HFTP are Yamir’s personal professional memberships and do not imply sponsorship or endorsement of OG Advisory LLC.
Simple process:Select a starting levelConfirm scope and responsibilitiesBegin the agreed reporting cadence
Frequently asked questions
Know what is—and is not—included.
What is included in the $500 Boutique Accounting package?
One operating entity, up to approximately 100 monthly transactions, approximately two connected accounts, monthly close coordination and reconciliations, owner salary payroll processing, Solo 401(k) setup and payroll maintenance, standard reporting, and limited tax and business advisory support.
What is included in the $900 quarterly package?
The quarterly package includes up to 100 quarterly transactions, up to two connected accounts, quarterly close coordination, bank reconciliations, quarterly reporting, owner salary payroll processing, Solo 401(k) support, and light tax and business advisory. QuickBooks Online and payroll-platform fees are paid directly by the client.
When does a business need Business Finance Leadership?
Business Finance Leadership is designed for owners who need more complex accounting, industry-specific reporting, cash-flow planning, lending and credit-line support, payroll oversight, and guidance on equipment, vehicles, hiring, or expansion.
Can OG Advisory provide CPA financial statements for third parties?
Yes. CPA compilation engagements start at $1,500 for grants, lenders, bonding, investors, and other third-party users. Final pricing depends on scope, reporting requirements, supporting schedules, and third-party disclosure expectations.
Are tax returns included in monthly or quarterly fees?
Only when explicitly listed in the engagement letter. Individual returns start at $500 and business returns start at $1,000, subject to complexity and record condition. Bundle discounts may be available when multiple returns are prepared together for an existing tax-filing or advisory client.