Numera Ledger & Advisory
Core Service

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, we become an extension of your team.

What We Deliver

Our accounting and oversight services cover the full spectrum of financial management.

Monthly Financial Close

Timely and accurate month-end closing with comprehensive financial statements delivered within 10 business days.

Cash Flow Management

Proactive cash flow forecasting and management to ensure you always have visibility into your liquidity position.

Budget & Variance Analysis

Annual budget development and monthly variance analysis to track performance against plan.

Financial Dashboards

Custom KPI dashboards providing real-time visibility into the metrics that matter most to your business.

AP/AR Management

Full accounts payable and receivable management including vendor payments, collections, and cash application.

Payroll Processing

Accurate and compliant payroll processing including tax filings, benefits administration, and reporting.

Why Partner with Numera for Your Accounting?

We go beyond basic bookkeeping to provide strategic financial insight that helps you make better decisions and grow your business with confidence.

  • Confidence in your numbers with accurate, timely financial reporting
  • Better decision-making with real-time visibility into financial performance
  • Reduced risk with proper controls and reconciliation procedures
  • Scalable processes that grow with your business
  • More time to focus on running your business instead of managing books
  • Expert guidance from experienced financial professionals

Frequently Asked Questions

Common questions about our accounting services.

Q

What accounting software do you support?

We work with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, and others. We can also help you select and implement a new system if needed.

Q

How quickly can you take over our books?

A typical transition takes 2-4 weeks depending on the complexity of your books and the state of your current records. We work to minimize disruption during the handoff.

Q

Do you handle tax preparation?

We focus on bookkeeping and financial management. For tax preparation, we work closely with your CPA or can recommend trusted partners who specialize in tax.

Q

What size companies do you work with?

We primarily work with companies ranging from $1M to $50M in annual revenue, though we evaluate each opportunity based on complexity and fit.

Ready for Financial Clarity?

Schedule a free consultation to discuss how our accounting services can help your business.