Numera Ledger & Advisory

Comprehensive Financial Services

From day-to-day accounting to strategic advisory, we provide the expertise you need to make informed decisions, improve operations, and drive sustainable growth.

Accounting & Financial Oversight

Comprehensive financial management and reporting that gives you clarity and confidence in your numbers. From day-to-day bookkeeping to strategic financial planning.

  • Monthly financial close and reporting
  • Cash flow management and forecasting
  • Budget development and variance analysis
  • Financial dashboard and KPI tracking
  • Accounts payable and receivable management
  • Payroll processing and compliance

Process Improvement & Advisory

Streamline operations and implement best practices that scale with your business. We identify inefficiencies and implement solutions that drive measurable results.

  • Workflow analysis and optimization
  • System selection and implementation
  • Internal control design
  • Team training and development
  • Documentation and procedures
  • Change management support

Independent Financial Integrity Review

Objective assessment of your financial processes to identify risks and opportunities. Gain confidence in your financial operations and reporting.

  • Internal control evaluation
  • Process risk assessment
  • Compliance review
  • Financial statement analysis
  • Fraud risk evaluation
  • Recommendations and remediation

Vendor Management & Cost Optimization

Strategic vendor relationships and cost reduction without sacrificing quality. We help you get more value from every dollar spent.

  • Vendor contract review and negotiation
  • Spend analysis and categorization
  • Vendor consolidation strategy
  • Performance monitoring
  • RFP development and management
  • Ongoing vendor relationship management

Our Engagement Process

Getting started with Numera is simple and transparent.

1

Discovery Call

We start with a complimentary conversation to understand your business and challenges.

2

Assessment

We conduct a thorough review to identify opportunities and develop recommendations.

3

Proposal

We present a customized engagement plan with clear deliverables and pricing.

4

Engagement

We execute the plan with regular communication and transparent progress updates.

Frequently Asked Questions

Common questions about working with Numera.

Q

How do you price your services?

We offer flexible pricing models including fixed monthly retainers, project-based fees, and hourly arrangements. The right model depends on your needs and the scope of work. We always provide clear, upfront pricing with no hidden fees.

Q

Can you work with our existing accounting software?

Yes, we work with all major accounting platforms including QuickBooks, Xero, NetSuite, Sage, and others. If a system change would benefit your business, we can guide you through the selection and implementation process.

Q

How quickly can you get started?

Most engagements can begin within 1-2 weeks of signing. For urgent situations, we can often accommodate faster timelines. We will work with you to establish a start date that meets your needs.

Q

Do you replace our existing accounting team?

Not necessarily. We can supplement your existing team, fill specific gaps, or provide complete outsourced solutions. Many clients find we work best as an extension of their team, providing expertise and bandwidth where needed.

Ready to Get Started?

Schedule a free consultation to discuss your needs and learn how Numera can help.