Finance and Accounting Consulting & Advisory Services

Finance and accounting advisory services help a business record, report, and use its financial information at a higher level than routine bookkeeping. At Porter Accounting LLC this includes controller oversight of the close, GAAP financial statements, ASC 606 revenue recognition, audit readiness, ERP and process improvement, cash-flow forecasting, budgeting, and fractional CFO strategy. Bookkeeping remains the foundation that makes the rest reliable.

A controller focuses on accuracy: running the month-end and year-end close, reviewing financial data, recording accruals, and making sure reports are reliable. A fractional CFO focuses on direction: forecasting, budgeting, KPI tracking, and financial strategy. Porter Accounting LLC offers both, with controller services starting at $100 per hour and fractional CFO services starting at $150 per hour, so the two roles can work from the same numbers.

Services include fractional CFO support, controller services, GAAP financial statement preparation, ASC 606 revenue recognition, audit preparation and support, ERP implementation and accounting system setup, cash-flow forecasting and budgeting, financial process improvement, due diligence and investor reporting support, monthly bookkeeping, payroll support, and catch-up or clean-up bookkeeping. The right combination depends on your reporting needs and stage of growth.

Yes. Porter Accounting LLC provides virtual accounting and financial advisory services across the United States. Appointment-based in-person support is also available in the service areas identified by the firm. Virtual engagements can support bookkeeping, financial reporting, technical accounting, controller services, forecasting, budgeting, ERP setup, and fractional CFO work while maintaining collaboration with owners and executive teams.

Common signs include lenders or investors asking for GAAP statements, an audit on the horizon, contracts that make revenue timing unclear, a month-end close that takes too long, or leadership decisions made without a forecast. At that point, adding controller oversight, technical accounting, or fractional CFO support usually costs less than a full-time hire while giving the business the finance capability it needs.

GAAP preparation produces an accrual-basis balance sheet, income statement, and cash flow statement with notes support, prepared under consistent accounting policies. The underlying work includes reconciliations, accrual and deferral entries, revenue recognition review, and controller-level review of the results. Porter Accounting LLC prepares these statements for lenders, investors, stakeholders, and external reporting needs.

Yes. Catch-up and clean-up bookkeeping is designed to organize overdue records, correct errors, and prepare financial information for lending decisions, investor review, or ongoing reporting. The work may involve reviewing transactions, accounts, payroll complexity, and the scope of cleanup required. Porter Accounting LLC provides a custom approach based on the condition and needs of the existing books.

Pricing depends on the service and scope. Monthly plans start at $850 per month, with the Advanced plan starting at $2,100 per month for close oversight, accrual adjustments, analysis, and audit prep. Controller services start at $100 per hour and fractional CFO services at $150 per hour. ASC 606, ERP, and one-time audit preparation projects are custom quoted.

Yes. Porter Accounting LLC provides audit readiness and preparation: reconciling accounts, preparing PBC schedules, documenting controls, and responding to auditor requests. Porter does not perform audits; the team works alongside your external auditor or CPA so your records and statements are ready for review.

Yes. Porter Accounting LLC applies ASC 606’s five-step model to your customer contracts, identifies performance obligations, allocates transaction price, and maintains deferred revenue schedules. This is especially useful for SaaS, subscription, manufacturing, construction, and multi-element contracts. ASC 606 work is quoted based on complexity.

Yes. Porter Accounting LLC supports special projects such as due diligence preparation, investor reporting, and M&A support. These engagements typically draw on GAAP reporting, clean reconciliations, and fractional CFO analysis, and are scoped based on the transaction and timeline.