OG Advisory

CPA • Tax • Accounting • Advisory

Clear financial insight for better business decisions.

Reliable accounting, practical planning, and CPA-level guidance focused on the decisions that matter most.

Schedule a Consultation View Services & Pricing

Services & starting pricing

Accounting, Payroll & Fractional CFO Services

Pricing is based on scope, volume, complexity, and the condition of the records. Final fees are confirmed before work begins.

Diagnostic

Accounting Procedures Assessment

Starting at $250
  • Accounting Process Review
  • Financial Reporting Review
  • QuickBooks & Workflow Review
  • Prioritized Action Plan
Project

QuickBooks Cleanup & Setup

Starting at $1,500
  • Cleanup & Catch-Up
  • Account Reconciliations
  • Chart of Accounts
  • KPI Setup
  • Financial Reporting
Ongoing support

Client Accounting Services

Starting at $750/month

Services may include, depending on the scope of the engagement and business needs:

  • Transaction Tracking & General Ledger Maintenance
  • Bank Reconciliations, A/P, A/R & Billing Workflows
  • Payroll Administration & Tax Compliance
  • Monthly Financial Statements & Cash Flow Reporting
  • Budgeting, Cash Flow Planning & Strategic Advisory
  • Virtual Controller or Fractional CFO Support
Tax services

Tax Preparation & Planning

  • Individual Tax Return Starting at $500
  • Business Tax Return Starting at $750
  • Tax Planning & Advisory Custom Quote
CPA financial statements

Compilation & Financial Statement Support

Starting at $2,500
  • Compilation Engagements
  • Financial Statements
  • Bonding Support
  • Lender Support
One-time advisory projects

Business Decision & Implementation Support

Starting at $750

Project-based CPA and financial support for important business decisions.

  • S Corporation Election Analysis & Filing Support
  • Business Banking & Accounting System Setup
  • Financing Readiness & Lender Support
  • Equipment & Vehicle Acquisition Analysis
  • Entity, Compensation & Tax Structure Planning
  • Financial Modeling & Decision Support

Industries

Experience across owner-led businesses.

Support tailored to the operating realities and decisions within each business.

  • Hospitality, hotels, and restaurants
  • Contractors, trades, and project-based services
  • Professional and technical services
  • Retail and multi-location operations
  • Real estate owners, professionals, and investors
Founder of OG Advisory

About

CPA expertise with a practical business perspective.

OG Advisory gives businesses access to monthly accounting, payroll, tax support, and strategic financial guidance without building a full internal finance department.

Florida CPA QuickBooks Certified ProAdvisor Strategic Decision Support FICPA Chapter Chair
Active in the Central Florida business community as FICPA Central Florida Chapter Chair and former chapter treasurer.

Start the conversation

Need clearer numbers and better decision support?

Schedule a 30-minute consultation to discuss the right accounting, tax, or advisory support for your business.

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