Services

Accounting Advisory

Every business is unique. Our Accounting Advisory Services ensure you have the information and expertise you need to make informed decisions, manage cash flow, and grow your business.

Why Partner With RBA?

Our expert advisors will create a custom service package designed to meet the unique needs of your business. This may include services like bookkeeping, financial analysis, and CFO services to help you understand your finances and make informed decisions that help you grow your business.

We’ll also prepare your taxes to maximize your return and ensure you’re protected for all the years your business and personal returns are open for audit.

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Benefits

Accuracy

Feel confident that your numbers are correct.

Insight

Understand what your numbers are telling you.

Direction

Make strategic adjustments based on your goals.

Execution

Translate those strategies into effective action.

What’s The Difference Between
Bookkeeping & CFO Services?

Bookkeeping

Managing Accounts
Financial Statements
Bank Reconciliations
Payroll
Receipt Management

CFO Services

Financial Analysis
Cashflow Management
Annual Budgets
Strategic Planning
And More

"RBA can spot an inefficiency a mile away. They have helped me steer my business at every major crossroad – in smart, deliberate ways."

Katherine B.
“I haven't had this personable experience with any CPA before I met Ronica. Today our taxes are on track and we are working on tax planning.”

Lucy K.
"RBA put me at ease with the confidence of knowing that we were in capable and experienced hands. Their advice over the years has been quite sage and relevant to us."

Jacqui C.
“Ronica has done my business and personal taxes for the last several years. She is very professional and clearly explains everything.”

Nadine R.
“Ronica is professional, thorough, and creative. She is knowledgeable about business strategy and has been valuable to my team.”

Timothy H.
"In the first year of using RBA for tax planning, I saved over $3,000 and for the next 12 months, I would have saved well over $10,000. That's quite of money I can put back into my business or in my pocket."

Chris R.
"The greatest benefit about working with Ronica is that I was able to focus on growing my business as opposed to trying to figure out a tax plan."

Walter I.
"Ronica took our accounting and business planning to a new level. She brought tips, insights and savings that are typically used for large corporations and applied it to our small business."

Nicole C.
"My previous accountant was not doing my taxes correctly for my S-Corp. I had no idea. RBA got me in-line with IRS rules and saved me money!"

Karen L.
"Ronica has been patient with me at every step of the way, explaining laws applicable to my situation and providing examples to make sure I understand where I am and where I'm going."

Christa T.
"RBA is both timely and thorough. Also, I find thier use of secure online business tools convenient as they eliminate the need for in person communication."

Lionel W.
"Ronica is a consummate professional who helped me gather together all of my tax information and complete my return flawlessly."

Denise E.
"RBA has helped us and guided us towards making the right tax decisions; ones that meet our needs for not just the current year, but also with an eye towards our future."

Jim F.
"I would recommend Ronica to business owners who need to better understand current cash flow needs and develop strategies to convert accrued revenue into cash in accounts."

Keith H.
"When I first hired Ronica, I was interested in getting taxes done. However, that was just the start of a powerful relationship in business growth."

Nicole K.

Frequently Asked Questions:

Accounting Advisory Services vary based on your business and its unique needs. They may include services like bookkeeping, financial analysis, CFO services, and tax preparation. Based on our initial discovery meeting, we’ll create a custom service recommendation designed to give you and your business the expertise you need to accomplish your specific goals.
Inconsistent or inaccurate bookkeeping can distort your vision of your business, making you vulnerable to unexpected developments and IRS audits. Effective bookkeeping, on the other hand, gives you a clear picture of your income, expenses, and cash flow, allowing you to make informed decisions that help your business grow.
With RBA, bookkeeping is easy. In addition to discussing any questions or concerns you may have, we’ll provide you with detailed monthly reports to help you understand where you are financially and track your progress.
If bookkeeping gives you a clear picture of where you are currently, financial analysis allows you to proactively anticipate future trends and challenges, helping to identify opportunities for cashflow growth and improvement while mitigating risk.
If you feel like your operating costs are rising every year and aren’t sure where the cash is going, financial analysis will give you the information you need to plan and make adjustments, ensuring your business becomes more profitable over time—not less.
In addition to helping you understand where your finances are and where they might be headed, CFO services will help you determine what to do with that information. Your advisor will assist you in developing actionable strategies to manage cash flow, optimize your budget, grow your revenue, and decrease your taxable income over time.
As a business owner, you’re an expert at creating value for your clients and customers. Our advisors are experts at making sure it’s profitable.
Tax preparation is an important part of the process, and one we include with all of our services. One thing we’ve noticed, however, is that if you wait until tax season to start thinking about your return, most of the opportunities for saving have already passed. For that reason, most of our proposals include proactive services designed to help us get ahead of your taxes and maximize your return.
Based on our initial discovery call, we’ll put together a custom proposal designed to give you and your business the expertise you need. Once that is approved, we’ll schedule a setup meeting and let you know what to expect in terms of upcoming reports and regular meetings throughout the year.