What We Do

NB Advisors does more than just close your books. Our experienced consultants and CPAs work diligently to identify the financial issues affecting your day-to-day operations, and provide customized services to address them. We also weigh in on key business decisions to ensure your company is heading in the right direction.

From accounting and tax preparation to business consulting and development, NB Advisors is more than qualified to improve your financial standing.

Our 8 core services include:

  1. Managerial Accounting – We conduct bookkeeping, budget planning, financial reporting, auditing services, and more.
  2. CFO Services – We use financial management software to analyze your data in real-time, produce accurate financial forecasts, and alert you of any pain points or untapped opportunities.
  3. Advisory Services – We offer data-driven recommendations to show you which strategies will work best for you.
  4. Bi-Annual Tax Planning – We review tax projects and planning strategies twice a year to minimize your tax burden.
  5. Strategic Planning Session – We help you design short- and long-term business objectives, strategies, and tactics.
  6. Annual Business Valuation – We estimate the value of tangible and intangible assets based on up-to-the-minute market data using the latest valuation techniques.
  7. General Compliance Services – We provide tax filings, financial statement preparations, and contract management strategies to ensure regulatory compliance.
  8. Annual Finance Review – We evaluate the performance of your financial assets to ensure proper structure is in place.

No matter your industry or the value of your company, our solutions are focused on helping you achieve long-term success.

Enjoy worry-free accounting and robust business consulting with NB Advisors