Bookkeeping · Reporting · Controller Services
Books that are accurate. Numbers you can act on.
EP Advisory Group keeps your financial foundation clean and gives you the reporting clarity to make real decisions — built to scale as your business grows, from your first ledger to a full finance function.
How clients grow with us
One relationship, three stages of financial maturity.
You don't need a full finance department on day one. Most clients start in bookkeeping and layer in reporting and controller support as complexity grows — without switching firms or losing institutional knowledge.
Bookkeeping
Clean, current books every month — transactions categorized, accounts reconciled, no surprises at year end.
Financial Reporting
Monthly statements and dashboards that translate your books into a clear read on margin, cash, and trend.
Controller Services
Process, internal controls, and oversight — the infrastructure that lets your numbers hold up under scrutiny.
“Good numbers don’t just record what happened — they tell you what to do next. That’s the standard we hold every close to.”
EP Advisory Group
What we do
Financial operations built for businesses of every size.
Whether you're running your first year of books or overseeing a multi-entity operation, we scope the engagement to where you are today. See full service details →
Bookkeeping
The foundation — done right, every month, without the year-end scramble.
- Transaction categorization & coding
- Monthly bank & card reconciliation
- Accounts payable / receivable tracking
- Clean books, ready for tax time
Financial Reporting
Numbers translated into a clear, decision-ready picture of the business.
- Monthly P&L, balance sheet & cash flow
- KPI & margin dashboards
- Budget vs. actual tracking
- Board- and investor-ready packages
Controller Services
The oversight layer that keeps your finance function accurate at scale.
- Internal controls & process design
- Multi-entity & multi-location oversight
- Close management & review
- Audit & lender-readiness support
Why teams choose EP Advisory
Precision matters more than volume of work.
Dedicated bookkeeper — not a rotating queue of contractors
Reporting built around your industry, not a generic template
Scales with you — add controller support without re-onboarding
Fixed monthly pricing, no surprise invoices
Getting started
A straightforward path from first call to clean books.
Discovery call
We learn about your business, current books, and where things are breaking down — no pressure, no pitch deck.
Scoped proposal
You get a clear engagement scope and fixed monthly price based on the stage — bookkeeping, reporting, or controller-level support.
Clean-up & onboarding
We reconcile historical accounts, set up your reporting structure, and get your books current — typically within two weeks.
Ongoing partnership
Monthly close, reporting, and a standing check-in — with room to add controller-level oversight as you grow.
Who we work with
From solo operators to multi-entity businesses.
We size the engagement to you — a single owner-operator gets the same rigor as a growing team with multiple locations.
Let's talk
Tell us where your books stand today.
Fill out the form and we'll follow up within one business day to schedule a free consultation — no obligation, no jargon.
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