Accounting Advisory Services

Some organizations need support across the full accounting function. Others need help with only part of it. PYA’s client accounting advisory services (CAAS) give clients access to experienced accounting professionals who can step in where support is needed.

Using cloud-based technology, our team supports day-to-day accounting needs while helping leadership stay focused on broader business priorities.

Our Accounting Advisory Services

Fractional Accounting Support

Monthly Accounting and Advisory
Financial and Operational Dashboard Reporting
Tax Assistance and Planning
Analytical Analysis
Outsourced Controller / CFO Services
Concierge Business Support Services
External Audit Support Services

When Fractional Accounting Support Can Help

They are seeking a partner to handle the accounting and financial reporting, so they can focus on the other important aspects of business operations.
They’ve experienced high turnover in their accounting function with a traditional employee model, and they would like to end this seemingly endless cycle of turnover.
They need access to accounting expertise without adding a full-time position.
The outsourced accounting services team goes beyond bookkeeping and provides unique insight into their business.
The outsourced accounting services team is a trusted advisor to the organization.

Accounting Support from Monthly Reporting to Financial Leadership

Monthly Accounting and Management Reporting

Some engagements focus on recurring accounting and financial reporting. Others also include financial and operational dashboards to help management see how the organization is performing. PYA’s monthly accounting and advisory support can bring those needs together rather than leaving financial information disconnected from day-to-day decisions.

Analysis That Helps Explain the Results

Reporting is more useful when leaders understand what the results mean. PYA works with management to interpret financial and operational information, examine cash flow and profitability, and consider the financial implications of business decisions. The work can connect accounting information with tax planning and other advisory needs.

Fractional Controller and CFO Support

Organizations may need experienced financial leadership without adding a full-time position. PYA offers outsourced controller and CFO support, along with monthly accounting, analysis, and external audit support. The scope can be adjusted to the organization’s requirements, including support for only part of the accounting function.

Accounting Advisory Services Frequently Asked Questions

Can an organization outsource only part of its accounting function?

Yes. An organization can use outside support for selected accounting needs while retaining other responsibilities internally. The scope may focus on monthly accounting, financial reporting, analysis, or controller and CFO support, depending on the capability the organization needs.

When can outsourced accounting help stabilize an accounting function?

Outsourced accounting may be useful when the internal function has experienced repeated turnover, when leadership wants access to a team of professionals rather than relying on one position, or when the organization needs added capability without expanding staff. Cloud-based technology and a scalable fractional model can support consistent accounting and reporting as the organization changes.

How can financial and operational dashboards make accounting information more useful to management?

Dashboard reporting can give management a clearer view of financial and operational results and help turn accounting information into practical insight. When paired with analytical support, dashboards can help leaders interpret performance, consider cash flow and profitability, and use reliable reporting in strategic decisions.

What can outsourced controller or CFO support add beyond monthly accounting?

Monthly accounting can be supplemented with financial and operational reporting, analytical support, outsourced controller or CFO services, and broader business advisory insight. This support can help management interpret results, strengthen financial visibility, and access experienced financial leadership as organizational needs change.

How can accounting advisory work be coordinated with tax planning and external audit support?

Accounting advisory support can include tax assistance and planning as well as external audit support. An integrated approach can connect accounting, tax, audit, and valuation expertise so financial reporting, compliance considerations, financial implications, and long-term business goals are considered together rather than in separate workstreams.

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.