Accounting & Monthly Close
Reliable bookkeeping oversight, reconciliations, and a consistent close — including clean-up and catch-up when the books have fallen behind.
Accounting · Fractional CFO · Software systems
Rock-solid books. Clear-headed finance.
Your finance function, fully built — without the full-time hire. Monthly close, controller reporting, and fractional CFO guidance, plus the dashboards, automations, and AI-assisted reporting that keep it running.
CPA · ABV · CFFFounder credentials
13 yearsAccounting & finance experience
8 industriesServed across sectors
9 platformsERP, accounting & BI
Works across your stack
- Microsoft Dynamics
- JDE EnterpriseOne
- NetSuite
- Sage
- QuickBooks
- Power BI
- Tableau
- Excel
- SQL
Services
Accounting, CFO support, and software systems, under one roof.
The full finance function for owner-led businesses that need it — without hiring one full-time.
Controller & Reporting Support
Monthly financial statements, flux analysis, and reporting discipline without a full-time controller.
Fractional CFO Advisory
Senior finance guidance for planning, profitability, cash decisions, and financial modeling.
Systems & Data Cleanup
Tidy up your accounting stack, clean and model your data, and get reporting that is decision-ready.
KPI Dashboards & Visibility
Clear dashboards and operating metrics that connect results to the drivers of performance, with AI-assisted anomaly detection.
Not sure where to start?
Most engagements begin with a conversation about where your numbers live today.
Industries
Experience across eight industries.
Every sector keeps score differently. We bring the cost structures, reporting rhythms, and KPIs that matter in yours.
- 01Construction
- 02Finance
- 03Medical Practices
- 04Professional Services
- 05Manufacturing
- 06Real Estate
- 07Retail
- 08Family Office
How we work
Three phases. Zero fluff.
PHASE 01
Assess
We audit your books, systems, and reporting cadence: what is accurate, what is manual, and where the numbers break down.
PHASE 02
Build
We get the accounting and close right, then build the software systems — models, dashboards, and automations — to keep it running.
PHASE 03
Embed
We establish a monthly rhythm and hand you the tools and reports so you can run the business without us.
What size of business do you work with?
We work with owner-led businesses and growing companies, from founders who need their first clean set of books to teams that need a part-time finance function.
Which accounting software do you support?
We work in Microsoft Dynamics (Business Central), NetSuite, JDE EnterpriseOne, Sage, and QuickBooks, with Power BI, Tableau, Excel, and SQL for reporting. If you are on something else, ask us. We can also help you choose and migrate to a better fit.
My books are a mess. Can you still help?
Yes. Clean-up and catch-up work is one of our specialties. No matter how far behind or disorganized things are, we will get your records accurate and current.
How is pricing structured?
Most ongoing work is a fixed monthly fee based on transaction volume and scope, so there are no surprises. Projects like clean-ups or migrations are quoted up front after the first conversation.
Do I have to commit long term?
No. Some clients bring us in for a single project; others keep us on as their ongoing finance partner. We are happy to do either.
Do you prepare taxes?
No. Cephas Advisory does not prepare or file tax returns, and does not issue compilation or review reports. We keep your books accurate and current, so whoever prepares your taxes has clean numbers to work from.
Start the conversation
Ready to see the full picture?
Let Cephas Advisory bring accounting, fractional CFO guidance, and software systems together — so you can make faster, more confident decisions.
Schedule a conversationA good fit for
- Owner-led businesses outgrowing basic bookkeeping
- Teams that need a reliable monthly close and financial reporting
- Companies that want controller or CFO support without a full-time hire
- Owners who want their systems, models, and reports built — not a pile of spreadsheets