Accurate Books. Actionable Insights. Lasting Confidence.
Every smart decision in business starts with accurate, timely financial information. Yet many business owners struggle with messy books, inconsistent reporting, or unreliable data — all of which lead to stress, confusion, and missed opportunities.
At Osprey Advisory, we believe bookkeeping should do more than track transactions. It should give you the clarity and confidence to make sound business decisions, manage cash flow effectively, and plan for sustainable growth. Our Accounting & Bookkeeping Services combine CPA-level accuracy with practical business insight, helping you see the story behind the numbers and use it to move forward with confidence.
The Foundation for Business Success
Clean, accurate financial records aren’t just a compliance requirement — they’re the foundation for every successful business. From understanding your profitability to planning your next investment, your books tell you where you’ve been and where you’re headed.
Our clients often come to us because:
- Their financial reports don’t match what’s happening in the business
- They don’t have reliable data to make decisions
- They’re unsure about cash flow or profit margins
- Their accountant or bookkeeper focuses only on tax time, not strategy
We fix that. At Osprey Advisory, we go beyond the basics. We organize, reconcile, and review your financials to ensure accuracy — then we interpret the numbers so you can make informed, strategic choices about your business.
What Our Accounting & Bookkeeping Services Include
We tailor our services to your specific needs and goals, whether you’re cleaning up years of records or maintaining consistent monthly reporting.
Monthly Bookkeeping & Reconciliation
We ensure every transaction is properly recorded and categorized. From bank reconciliations to expense tracking, you’ll always know your numbers are current and correct.
Financial Statement Preparation
We produce clear, easy-to-read monthly and quarterly financial statements that show exactly how your business is performing — so you can make decisions with confidence, not guesswork.
Cash Flow Tracking & Expense Management
Cash flow is the heartbeat of your business. We help you monitor income and expenses to maintain stability and avoid surprises, ensuring you’re never caught off guard by a shortfall.
Clean-Up & Catch-Up Services
If your books are behind or in disarray, we’ll bring them up to date quickly and accurately. We specialize in helping business owners regain control and confidence in their financial systems.
Advisory Support & Oversight
Unlike many bookkeeping firms, we don’t stop at data entry. We review your financials with a strategic lens — helping you interpret trends, identify inefficiencies, and plan for profitability.
Industries We Serve
With experience across multiple industries, we understand the nuances of how different businesses operate — and how their financial systems should support them.
We specialize in working with:
- Restaurants & Hospitality: managing inventory, labor costs, and seasonality
- Construction & Trades: improving job costing and margin visibility
- Real Estate & Development: tracking projects, expenses, and returns
- Professional Services: monitoring cash flow, billable hours, and project profitability
Each industry has unique financial challenges. We bring real-world understanding and practical solutions to each one.
Our Bookkeeping & Accounting Options
Good
Bookkeeping & Accounting
Services:
- Monthly financial statement
preparation - Bank and credit card
reconciliations - Basic expense tracking
- QuickBooks or similar
software setup and
maintenance - Quarterly review of
financials - Email support for general
questions
Consulting:
- 1-hour consultation per
quarter for basic business
financial advice - Relationship managed
directly by dedicated CPA
(Additional Option)
Tax Services:
- Annual tax preparation for
personal and business
returns (Schedule C, S-
Corp, LLC) - Quarterly estimated tax
payment calculations and
reminders
Better
Bookkeeping & Accounting
Services:
- Monthly financial statement preparation (Profit & Loss, Balance Sheet)
- Monthly bank and credit card reconciliations
- Expense categorization and tracking
- Cash flow management reports
- QuickBooks Online setup and maintenance
- Opportunities for QuickBooks Online training for staff
- Monthly financial review and adjustment
Tax Services:
- Annual tax preparation for personal and business returns (Schedule C, S-Corp, LLC)
- Quarterly estimated tax payment calculations and filing
- Sales tax filings (as applicable)
- State and federal tax filings
- Tax strategy consultations to
minimize liabilities
Consulting:
- 1-hour consultation per month for advanced tax planning, financial analysis, and strategy
- Tax planning for business
expansion or new investments - Access to a dedicated CPA for urgent questions
- Relationship managed directly by dedicated CPA
Best
Bookkeeping & Accounting Services:
- Full-service accounting (monthly financials, reconciliations, and
adjustments) - Expense management, tracking, and reporting
- Budgeting and financial forecasting
- Customized financial and KPI dashboards
- Cash flow management with projections
- Inventory tracking and reporting (as applicable)
- Quarterly financial review meetings
Tax Services:
- Comprehensive tax preparation for personal and business returns (S-
Corp, LLC, C-Corp, partnerships) - Quarterly estimated tax filings and strategy
- Multi-state tax filings (as applicable)
- Advanced tax planning (retirement plans, investments, deductions)
- Assistance with IRS notices and audits (audit may be subject to
additional hourly rate) - Potential tax credit analysis (as applicable)
Consulting:
- 2 hours of consulting per month for high-level strategic advice, tax
planning, and financial forecasting - Key Performance Indicator (KPI) creation and tracking to measure
business success - Ongoing CFO-level advisory (financial strategy, growth planning, etc.)
- Concierge support (calls/emails returned within 1 business day)
- Access to specialized services (e.g., mergers and acquisitions, financial due diligence)
Why Choose Osprey Advisory
Most bookkeeping services stop at compliance — we start with strategy. As a CPA and MBA with over 20 years of experience, Bryan Lichau brings a depth of financial expertise that goes beyond basic accounting.
With Osprey Advisory, you get:
✅ Accurate, reliable financials you can trust
✅ Strategic insight that helps you grow profitably
✅ A partner who understands your business, not just your books
We’re not just here to balance your ledgers — we’re here to help you build a stronger, smarter business.
Let’s Simplify Your Finances
Your books shouldn’t cause stress — they should empower you. With Osprey Advisory, you’ll gain clarity, confidence, and a true financial foundation for success.
📞 Ready to finally feel in control of your numbers?
Contact us today to schedule a consultation and see how better bookkeeping leads to better business decisions.