The Valley Advisory provides ongoing bookkeeping, small business accounting, and fractional Controller and CFO services to businesses throughout Gilbert, Chandler, and the greater Phoenix area.
From maintaining accurate financial records to providing meaningful financial reporting and strategic guidance, we help business owners understand their numbers, make informed decisions, and confidently plan for growth.
Whether you need dependable day-to-day accounting support or higher-level financial oversight, our services are tailored to your business's needs and stage of growth.
Support that grows with your business.
Foundation:
Reliable books.
A Stronger Financial Foundation
Best for: Small businesses looking for reliable, professional bookkeeping and accounting support without the need for an in-house accounting team.
Foundation takes the day-to-day accounting off your plate. We keep your books organized, accounts reconciled, and financials up to date so you can spend less time managing the numbers and more time running your business.
Core Support Includes:
• Monthly bookkeeping and account reconciliations
• Month-end close
• Financial statement preparation
• Accounts payable and receivable oversight
• Payroll oversight
• Sales tax support
• QuickBooks Online management
• Ongoing accounting support
Starting at $650/ month
Growth:
More Visibility.
Better Financial Decisions.
Best for: Growing businesses that need reliable accounting plus greater financial oversight, reporting, and insight into business performance.
Growth builds on your accounting foundation with Controller-level support designed to give you a clearer understanding of your numbers. We help monitor performance, improve financial processes, and provide the reporting and insight you need to make more informed decisions.
Includes Foundation support, plus:
• Controller-level financial oversight
• Cash flow monitoring
• Budgeting and variance analysis
• Customized management reporting
• KPI development and tracking
• Revenue and expense analysis
• Financial process improvements
• Regular financial review meetings
Starting at $1250 / month
Advisory:
Strategic Financial Guidance for What's Next.
Best for: Business owners who need ongoing financial insight and a trusted partner to help them plan, evaluate opportunities, and make confident decisions as their business grows.
Advisory combines strong financial reporting with forward-looking analysis and strategic support. We help you understand where your business stands today, anticipate what's ahead, and use your financial information to make thoughtful decisions about growth, profitability, cash flow, and future plans.
Includes Growth support, plus:
• Financial forecasting and scenario planning
• Strategic cash flow planning
• Annual budgeting and financial planning
• KPI and performance analysis
• Growth and profitability analysis
• Financial modeling for key business decisions
• Decision support for major investments and initiatives
• Ongoing strategic financial meetings
Custom pricing based on scope
Frequently Asked Questions
How do I know which service level is right for my business?
You don’t need to have that figured out before reaching out. During your initial consultation, we’ll talk through how your finances are currently being managed, where you’re experiencing challenges, and what level of support would make the biggest impact. From there, we’ll recommend an approach based on what your business actually needs.
Do I need to have a bookkeeper before working with The Valley Advisory?
No. Depending on the level of support your business needs, The Valley Advisory can manage your ongoing accounting and financial operations as part of your engagement. If you’re currently working with a bookkeeper, we can also help determine the best transition plan so nothing falls through the cracks.
Will The Valley Advisory replace my CPA?
Not necessarily — and in most cases, we don’t need to. Your CPA typically focuses on tax preparation, tax strategy, and compliance, while The Valley Advisory focuses on the financial management of your business throughout the year.
We help ensure your books, reporting, and financial information are accurate, organized, and ready when your CPA needs them.
What's the difference between accounting, Controller support, and financial advisory?
Accounting and bookkeeping create the financial foundation — keeping your books accurate, accounts reconciled, and financial reporting up to date.
Controller support adds greater oversight, reporting, analysis, and financial processes to help you better understand and manage the financial side of your business.
Financial advisory takes that insight a step further through budgeting, forecasting, cash flow planning, performance analysis, and support for important business decisions.
The right level of support depends on where your business is today, and your services can evolve as your needs change.
Do you work with businesses outside of the East Valley?
Yes. While The Valley Advisory is based in the East Valley and proudly serves businesses throughout Gilbert, Chandler, and the surrounding communities, our services can be provided remotely to businesses outside the area as well.
What happens during the initial consultation?
The initial consultation is a relaxed conversation about your business — where you are today, how your finances are currently being managed, what’s working, and where you could use more support.
We’ll ask questions to better understand your needs, answer any questions you have about The Valley Advisory, and determine whether we’re a good fit to work together. If we are, we’ll recommend the next steps and the level of support that makes the most sense for your business.