Accounting Services
Our Process
1
Consultation
We start with a consultation to understand your business needs, goals, and financial situation.
2
Data Collection
We collect and review your financial data, including invoices, receipts, bank statements, and other relevant documents.
3
Analysis and Planning
We analyze your financial data to identify areas of improvement, optimize financial performance, and provide strategic planning advice.
4
Ongoing Support
We provide ongoing support and review your financial performance regularly to ensure that your business is on track to meet its goals.
Our Services
Services we offer to our clients

Accurate and organized bookkeeping is the backbone of any successful business. At Aeon Advisory, we offer comprehensive Full-Service Bookkeeping solutions designed to keep your financial records in perfect order.
Our experienced bookkeepers use state-of-the-art accounting software to manage your day-to-day financial transactions with precision. We handle everything from recording income and expenses to reconciling bank statements and managing accounts payable and receivable.
Key Benefits of Our Full-Service Bookkeeping:
Time-Saving
You focus on running your business while we take care of the numbers.
Accuracy
Minimize errors with our meticulous approach to financial record-keeping.
Compliance
Stay compliant with tax laws and financial regulations.
Our Full-Service Bookkeeping includes:
- Transaction categorization and recording
- Bank and credit card reconciliations
- Accounts payable and receivable management
- General ledger maintenance
- Monthly financial reporting
- Year-end financial preparation
Whether you’re a small startup or an established company, our Full-Service Bookkeeping ensures your financial foundation is solid, allowing you to build and grow your business with confidence.

Efficient payroll management is crucial for employee satisfaction and legal compliance. At Aeon Advisory, our Managed Payroll service takes the complexity out of payroll processing, allowing you to focus on growing your business.
Our team of payroll experts leverages advanced technology to deliver accurate, timely, and compliant payroll services tailored to your business needs.
Key Features of Our Managed Payroll Service:
Accurate Payroll Processing
Ensure your employees are paid correctly and on time, every time.
Tax Compliance
We handle all payroll tax calculations, filings, and payments to keep you compliant with local, state, and federal regulations.
Employee Self-Service Portal
Provide your staff with secure access to their pay stubs, Tax forms, and other payroll information.
Benefits of Choosing Our Managed Payroll:
- Time Savings: Eliminate hours spent on manual payroll tasks.
- Cost-Effective: Reduce expenses associated with in-house payroll processing.
- Minimize Errors: Our expert team and advanced software minimize costly payroll mistakes.
- Stay Compliant: Keep up with ever-changing payroll laws and regulations.
- Scalability: Our services grow with your business, accommodating new employees and changing needs.
Whether you have a handful of employees or a large workforce, our Managed Payroll service ensures smooth, accurate, and compliant payroll operations. Let us handle the intricacies of payroll while you focus on what you do best – running your business.

Accurate and timely financial statements are essential for making informed business decisions and meeting regulatory requirements. At Aeon Advisory, our Financial Statements Preparation service provides you with clear, comprehensive, and compliant financial reports.
Our team of experienced accountants uses industry-leading practices to prepare key financial statements.
Three key financial statements:
Balance Sheet
A snapshot of your company’s financial position, showing assets, liabilities, and equity.
Income Statement
Also known as the Profit and Loss Statement, this report details your revenues, expenses, and profitability over a specific period.
Cash Flow Statement
This statement tracks the flow of cash in and out of your business, helping you understand your liquidity position.
Benefits of Our Financial Statements Preparation Service:
- Accuracy: Our meticulous approach ensures your financial statements are error-free and reliable.
- Compliance: We stay up-to-date with the latest accounting standards to ensure your statements meet all regulatory requirements.
- Timeliness: Receive your financial statements when you need them, whether monthly, quarterly, or annually.
- Insightful Analysis: We don’t just prepare numbers; we provide valuable insights to help you interpret your financial data.
- Customization: Tailor your financial statements to meet specific industry requirements or investor needs.
- Decision Support: Use your financial statements to make informed business decisions and plan for the future.
Whether you need financial statements for internal decision-making, tax purposes, or to secure financing, our expert team is here to deliver accurate, professional, and insightful financial reports.

In today’s competitive business environment, understanding your company’s performance is crucial for sustainable growth. At Aeon Advisory, our Performance Reports service provides you with in-depth insights into your business’s financial and operational health.
Our expert analysts create customized performance reports that go beyond basic financial statements, offering a comprehensive view of your business’s strengths, weaknesses, and opportunities.
Key Features of Our Performance Reports
Financial Performance Metrics
Track key indicators such as profitability ratios, liquidity ratios, and efficiency ratios.
Industry Benchmarking
Compare your performance against industry standards and competitors.
Department or Product Line Performance
Break down performance by specific business units or product lines.
Benefits of Our Performance Reports:
- Data-Driven Decision Making: Use concrete data to inform your strategic decisions.
- Early Problem Detection: Identify potential issues before they become major problems.
- Performance Improvement: Pinpoint areas for improvement and track progress over time.
- Stakeholder Communication: Clearly communicate your business performance to investors, board members, or lenders.
- Goal Setting and Tracking: Set realistic goals based on past performance and track your progress.
Whether you’re looking to optimize operations, attract investors, or simply gain a clearer picture of your business’s performance, our Performance Reports service provides the insights you need to succeed.
Let’s help you grow your business
Let’s partner to drive your business forward! Our expert accounting services help you make informed decisions, optimize performance, and achieve sustainable growth.