Accounting and Financial Services

Financial accounting services help businesses maintain organized records and prepare reliable financial information for management, lenders, investors, stakeholders, and external reporting. They can include transaction recording, account reconciliation, GAAP financial statement preparation, payroll support, close oversight, accrual adjustments, and reporting review. The right combination depends on the business’s activity, accounts, payroll complexity, reporting needs, and cleanup requirements.

Monthly bookkeeping includes recording and categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial statements. Porter Accounting LLC offers tiered monthly accounting plans designed for businesses with different levels of activity and support needs. Final scope and pricing depend on transaction volume, number of accounts, payroll complexity, and whether cleanup work is required.

Businesses that need financial statements for lenders, investors, stakeholders, or external reporting may benefit from GAAP financial statement preparation. Porter Accounting LLC prepares professional statements according to recognized accounting standards, helping businesses present more reliable financial information and maintain accurate reporting. The service can also support companies facing technical accounting or compliance requirements.

ASC 606 is an accounting standard that guides how businesses recognize revenue from customer contracts. Porter Accounting LLC helps businesses apply revenue recognition principles accurately, particularly when contracts or billing arrangements are complex. The service supports reliable GAAP reporting for stakeholders, lenders, investors, and businesses operating in SaaS, manufacturing, construction, CPG, retail, and franchise industries.

Fractional CFO services can be useful when a business needs experienced financial leadership for strategy and growth planning but does not need or want a traditional full-time CFO arrangement. Support may include cash-flow forecasting, budgeting, KPI tracking, financial analysis, and decision support. Porter Accounting LLC tailors the engagement to business goals and the scope of the financial strategy work.

Yes. Catch-up and clean-up bookkeeping is a one-time project designed to address overdue records, correct errors, and organize financial information. The work can prepare a business for lending decisions, investor review, or stronger ongoing bookkeeping. Scope and pricing vary based on transaction volume, number of accounts, payroll complexity, and the extent of the cleanup needed.

Yes. Porter Accounting LLC provides ERP implementation and accounting system setup for QuickBooks, Xero, NetSuite, and Acumatica. The service can include designing a chart of accounts and creating workflows suited to business operations. Because system needs vary by organization, implementation work is quoted according to the project’s requirements and scope.

Virtual services are available across the United States. Porter Accounting LLC also provides in-person services by appointment around Santa Rosa, San Francisco, and San Jose, California, with the firm located in Windsor, California. Availability and engagement format can be discussed when evaluating the business’s accounting, reporting, or advisory needs.

Audits go faster when financial accounting is already done to a consistent standard. That means a documented month-end close, reconciled accounts, accrual-basis GAAP statements, and schedules that tie to the general ledger. Porter Accounting LLC builds and maintains those records and helps respond to auditor requests, working alongside your independent auditor rather than performing the audit.

Financial accounting records what happened and reports it accurately, through bookkeeping, the monthly close, and GAAP financial statements. Advisory uses those numbers to plan ahead, through budgeting, cash-flow forecasting, KPI tracking, and strategy. Porter Accounting LLC offers both, with controller services starting at $100 per hour and fractional CFO services starting at $150 per hour.