Vol. I · No. 1 The Paige Herald Est. 1522

Advisory & management accounts in New York, the United States

Looking for advisory & management accounts in New York? This page lists 31 advisory & management accounts firms operating in New York, the United States, with contact details and, where we have them, named partners and the tools they run.

Forward-looking finance support: monthly management accounts, cash-flow forecasting, budgeting, and part-time CFO input. Typical deliverables: monthly management pack; 13-week cash-flow; annual budget + reforecasts; board reporting. USD 500–5,000/mo depending on scope and company size.

31 advisory & management accounts firms in New York

FirmLocationContactNotes
Acceleratingcfo New York, US LinkedIn
Alm Accounting, Tax & Cfo Services New York, US LinkedIn
Argus Advisors INC New York, US LinkedIn
Bigapple Accounting Tax & Advisory LLC New York, US LinkedIn
Capri Advisory LLP New York, US LinkedIn
Cfo Business Growth Solutions, LLC New York, US LinkedIn
Cfo Squad LLC New York, US LinkedIn
Charles A. Barragato & Co. LLP - Cpas And Trusted Business Advisors New York, US LinkedIn
Debt Advisors New York, US LinkedIn
Demandcfo.com New York, US LinkedIn
Fractional Cfo LLC New York, US LinkedIn
Fringe Advisory Co New York, US LinkedIn
Gillon Tax Advisors New York, US LinkedIn
Hhl Advisors Group New York, US LinkedIn
Hylton Advisors, LLC New York, US LinkedIn
Ima | Institute Of Management Accountants - New York City Chapter New York, US LinkedIn
International Wealth Tax Advisors New York, US LinkedIn
Inventwealth Cpa's And Tax Advisors New York, US LinkedIn
Lic Accountants And Advisors INC New York, US LinkedIn
Max Profit Advisors New York, US LinkedIn
Mbaf Certified Public Accountants And Advisors - Courtney Geiss New York, US LinkedIn
Mbs Accounting Technology & Advisory New York, US LinkedIn
Mbs Accounting Technology & Advisory New York, US LinkedIn
Metatax Advisors, LLC New York, US LinkedIn
Oracle Advisory Services LLC New York, US LinkedIn
Prime Accounting Advisors New York, US LinkedIn
Roger Advisory Services New York, US LinkedIn
Sanza Capital Advisors, LLC New York, US LinkedIn
Strategic Merger And Acquisition Advisors New York, US LinkedIn
The Entrepreneur Cfo New York, US LinkedIn
Whitman Transition Advisors LLC New York, US LinkedIn

Compare 31 advisory & management accounts firms in New York — open each profile to see contact details.

Choosing a advisory & management accounts firm in New York

How to choose: (1) match the firm to your size and stage — a landlord and a 40-person company need different people; (2) confirm the qualification for regulated work (CPA, ACA / ICAEW, ACCA, CA (CA ANZ, CPA Canada, SAICA), CIMA, EA (US Enrolled Agent), Steuerberater, Expert-comptable); (3) ask for a fixed fee in writing; (4) check they use software you can log into; (5) talk to one existing client in your sector.

As one of the larger markets in the United States for accounting, New York firms range from sole practitioners handling personal returns to multi-partner offices running statutory audits and outsourced finance functions. If you are early-stage, a smaller local firm is usually faster and cheaper; above the audit threshold you will want a firm with a registered auditor.

Advisory & management accounts rules in the United States

In the United States, the recognised designation is CPA (Certified Public Accountant), licensed per state board. Filing and oversight: State Boards of Accountancy; AICPA sets standards. Private companies rarely need a statutory audit; often required by lenders, investors or franchise agreements. Federal return generally due mid-April; states vary; extensions widely available.

FAQ

What is a fractional or virtual CFO?
An experienced finance leader who works with you a few days a month — cheaper than a full-time hire, common for companies doing USD 1–20M revenue.

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This directory is compiled from public company data and each firm's own website. Listing is not endorsement. Verify a firm's registration and current fees directly before engaging.