Financial Consultation

No Speculation. Just Facts Tied to Evidence.

Transform your financial data into clear, actionable insights.

Strong decisions require clear numbers. We prepare financial statements that help owners, lenders, and boards see the business as it truly is, without adding complexity you don’t need. Our focus is accuracy, consistency, and presentation that supports smarter decisions.

What We Prepare

Management- Use Financials

Monthly or quarterly balance sheet, income statement, and cash-flow statements with the right level of detail for your team.

Lender & Investor Packages

Period-end statements, supporting schedules (AR/AP aging, inventory, fixed-asset roll-forward), and a brief narrative that explains variances in plain English.

Note: Financial statement preparation engagements do not provide assurance. If you require a compilation or other attest service for a lender or bonding company, we’ll discuss the right engagement terms before work begins.

Our Process

Comprehensive Financial Review Services
Our financial review services are designed to provide a clear, accurate, and actionable understanding of your business’s financial health. We delve deep into your financial records, transforming raw data into insightful narratives that empower informed decision-making.

1. Chart of Accounts (COA) Optimization

A well-structured Chart of Accounts is the backbone of effective financial reporting. We review your existing COA to ensure it accurately reflects your operational structure and supports granular reporting capabilities. Our goal is to align your COA with how you actually manage your business, allowing you to track key performance indicators (KPIs) and make strategic adjustments with greater precision.

2. Precise Close & Adjusting Entries

Accuracy at period-end is crucial for reliable financial statements. Our team recovers all bank and credit accounts, ensuring every transaction is properly recorded. We also prepare and post all necessary accruals, record depreciation and amortization, and manage other period-end adjustments to accurately reflect your financial position and performance. This rigorous process minimizes errors and ensures your financial statements are compliant and ready for review.

3. In-Depth Variance Analysis

Understanding “the why” behind your numbers is paramount to effective financial management. We conduct comprehensive variance analyses, comparing your current financial performance against prior periods and established budgets. This analysis helps identify significant deviations, uncover underlying trends, and pinpoint areas of success or concern. Our insights allow you to understand the drivers of your financial results and take proactive measures.

4. Clear Deliverables & Personalized Walk-Throughs

We believe in presenting financial information in a clear, concise, and understandable manner. We package your financial statements, supporting schedules, and detailed analyses into comprehensive deliverables. Crucially, we then schedule personalized walk-through sessions with you. During these meetings, we review key highlights, explain complex financial concepts, and answer all your questions, ensuring you have a complete grasp of your financial data.

5. Flexible Cadence That Adapts to Your Business

Every business has unique operational rhythms and stakeholder requirements. We offer flexible financial review cadences, monthly, quarterly, or annually, to best suit the pace of your operations and the demands of your stakeholders. This adaptable approach ensures you receive timely and relevant financial insights without disrupting your core business activities.

Why It Works

Our CPA financial consultations provide consistent, friendly formatting, ensuring clean and reliable documents that build credibility with banks and partners. Robert, our CPA, doesn’t just deliver reports; he explains the “what” and “why” behind changes, offering decision-ready insights by highlighting key numbers so you can act with confidence.

Make the Numbers Work for You

If you need financial statements you can trust, and share, let’s talk. Partnering with Mayhew CPA significantly reduces risk and minimizes potential headaches down the line, providing you with peace of mind. 

We don’t just prepare your current return, we approach every financial decision with your entire year, and your long-term financial health, in mind. This comprehensive perspective helps you make informed, smart decisions today that will strategically benefit your future and contribute to your sustained financial well-being.

Call 919-283-1042 or fill out the contact form to schedule your consultation with Robert today.

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