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Introducing Key Advising

Solution for Accounting, Bookkeeping, and Fractional CFO Services

Are you tired of financial headaches? Look no further than Key Advising for all your accounting, bookkeeping, and fractional CFO needs. Our team of knowledgeable and experienced Accounting experts are dedicated to providing top-notch advisory services as you grow through entrepreneurship. With Key Advising, you'll have a reliable partner at your side, who has, a deep understanding of accounting principles, and proficiency in relevant software and technology. Focus on what you do best - growing your business - while we handle the rest. Trust Key Advising for expert guidance and peace of mind.

    37

    Companies Helped

    3
    Across States
    Why Choose Us

    Our Services

    By contributing our expertise, coupled with technology, and your business strategy, we can help forecast the future viability and profitability of your business.

     

    01.

    OFF SITE CFO

    We offer all the services that a typical in-house accounting department provides, except we devote more personal attention to your financial well-being than anyone else.

    02.

    BOOK KEEPING

    We exceed client expectations through reliable and high-performing methods, based on open communication and understanding, to build trusted relationships.

    03.

    CLIENT FOCUS

    We provide expert financial and business advice with a dedicated team experienced in accounting and finance, and an unwavering commitment to client success.

    04.

    BUSINESS KNOWLEDGE

    Our firm’s dedicated professionals take pride in bringing the can-do, practical spirit of entrepreneurial vision to all of their activities.

    FOR YOUR UNIQUE SOLUTIONS

    We Are a Team of Highly Professional Specialists

    As a business owner, you understand the importance of having a solid financial foundation. However, you may not have the expertise, bandwidth, or resources to handle all the financial aspects of your company. This is where one of our Strategic Controller/CFO programs can help, with our expertise in accounting, we help you stay on top of your finances and make informed decisions about your business, while providing accurate reports to your tax preparer, so they can focus more on tax planning.

    With timely monthly reporting, we can easily manage your financial data, track your expenses, track project costing, create detailed financial reports, with measurable key performance indicators. With our help, you can use these powerful tools to gain insight and into your business’s financial health and make better informed decisions about its future.

    Whether you need help with budgeting, forecasting, financial reporting, or any other aspect of financial management, we can provide the guidance and expertise you need. We understand that every business is unique, which is why we offer flexible packages to fit your specific needs and budget. And with our Fractional CFO services, you can get expert financial guidance while keeping your tax preparer.

    So, if you’re looking for a way to improve efficiency, gain visibility into your business, it’s time to consider Key Advising. Contact us today to learn more about how we can help your business thrive.
    Sincerely,

    Jeff Keeler

    Why Go With an Outsourced CFO?

    CFO advisory services are important for any business. From growth planning to financial organization, a CFO provides valuable services to ensure the longevity of your business. Outside CFO consulting offers additional benefits, including: 

    • An outside perspective to measure your business by industry standards
    • Pay for what you need with rates based on contract time and project scope
    • Anywhere you need with virtual CFO services to handle financial consulting remotely. 

    Who Needs Fractional CFO Services?

    Businesses of all sizes can take advantage of fractional CFO services, even if they already have a full-time CFO. 

    • Startups can use a fractional CFO to chart a viable growth path to solicit investors and creditors
    • Small businesses can replace a CFO with part-time CFO services
    • Medium businesses with a CFO can outsource overflow tasks
    • Enterprise businesses with a CFO and financial team can use fractional CFO services for consulting during major transitions

    There is always room in a business for an outside financial perspective.

    Get Free Consultation!

    Fill out the form and we will call you back.

      PRICING PLANS

      Key-Essentials

      (Basic Bookkepeping)

      Starting at

      $349 | Per month

      Perfect for simple just starting out

      • Industry-best software 
      • Monthly cash-based Financials
      • Up to 3 integrated Accounts
      • Up to 75 Monthly transactions
      • Bank Account Reconciliations
      • Closing books monthly
      • Quarterly Call to review Balance sheet, and profit and loss.
      Get Started
      Key- Plus

      (Accounting)

      Starting at

      $549 | Per month

      Includes everything in essential package, plus:

      • Industry-best Bookkeeping software
      • Accrual Based accounting
      • Up to 6 integrated Accounts
      • Up to 150 Monthly transactions
      • Bank Account Reconciliations
      • Closing books monthly
      • Monthly Consulting Virtual meetings
      • Budget VS Actual Reporting
      Get Started
      Key Executive

      (Fractional CFO)

      Custom

      Offering

      Includes everything in growth package, plus:

      • Custom Tailored to Client needs
      • Custom Development Key Performance Indicators (KPIs)
      • AI Integration
      • Monthly Onsite Meetings
      • Budget Development and Creation
      • Trend Analysis
      • Strategic Planning
      • Interface with CPA for Tax planning
      • Payroll
      Get Started
      TESTIMONIALS

      Customer Reviews

      They have already used our services

      “In the Construction Industry cash flow & vendor management is an integral part of not only the day to day operations of the company but also getting the job done timely and efficiently in the field. Working closely with Jeff and Key Advising to coordinate field operation milestones on projects and maintaining maximum efficiency from our vendors has played a Key role in Lion’s success and allowed opportunity for growth year over year. Jeff’s work ethic, attention to detail and ability to think creatively in stressful situations are just a few of the many outlying factors that helps to define why he is successful. I look forward to the continuing relationship between Lion Construction and Key Advising for many more years to come.”

      Maximilian Leo, President Lion Construction Supply & Services, LLC
      I have been working with Key Advising for last 2 years for my accounting and tax filing needs. Key Advising staff has always provided me with on time and accurate financial reporting. I would recommend it to anyone who is looking for a quality service. It’s a financial investment into the business but it’s all worth it when you see the results. Their service is very professional and courteous as they understand your core business, and this is key for the small business to be successful.”
      Cory Kimball, President Construction Unlimited LLC

      “Being a small business owner brings about many challenges each day. One of the most crucial areas of your business is your accounting department. Hiring Key Advising to handle my companies accounting department was one of the best decisions ever made. The communication and professionalism lets me rest easy knowing my business is in good hands!”

      Co-Owner Granite International LLC

      “As the US Accounting Manager, I worked with Jeff closely for almost 2 years at Globe Express Services during the month end financial close process and analysis of the results, as well as on various projects. We were part of the team that implemented a new financial system (NetSuite), targeted at improving the accuracy of the financials, improving reporting and increased efficiencies. I could always count on Jeff for assistance, even when he was busy and battling deadlines. Jeff thinks outside the box and works to put the best solution in place. He always steps up and doesn’t shy away from complications, always focusing on the solution.”

      Jill Ashe, CPA Globe Express Services

      “As the US Accounting Manager, I worked with Jeff closely for almost 2 years at Globe Express Services during the month end financial close process and analysis of the results, as well as on various projects. We were part of the team that implemented a new financial system (NetSuite), targeted at improving the accuracy of the financials, improving reporting and increased efficiencies. I could always count on Jeff for assistance, even when he was busy and battling deadlines. Jeff thinks outside the box and works to put the best solution in place. He always steps up and doesn’t shy away from complications, always focusing on the solution.”

      PushButton Marketing
      I started working closely with Key Advising in 2019 when Jeff referred a few of his bookkeeping clients to me for tax return services. Over the past few years, I have shared many clients with Jeff. As a CFO, investor and General Counsel myself, I find it hard to find other professional who care about their clients as much as I do and who have the same work ethic and dedication to helping clients achieve their overall business goals but I was very lucky to find Jeff & Key Advising. Client after client, Jeff has shown that he is ready to roll-up his sleeves and get to work for his clients. He goes above and beyond and has a wide range of knowledge from bookkeeping, finance, investments and business strategy. When additional bookkeeping/accounting support is needed, Key Advising is always one of the first firms I reach out to for assistance based upon prior results. I look forward to working with Key Advising in the future.
      Nikki Baniewicz

      Jeff at Key Advising was a true god send. When I took over as CFO we were still using a DOS based accounting system. He made the transition to QuickBooks quick, easy and without any disruptions to our day to day operations. From traveling all the way to New Jersey to be on site, implementation, training and our weekly consulting meetings, Jeff was there every step of the way. In the last 18 month we have grown from 4.5 to over 6 million in revenue. We could not have done that without Jeff and Key Advising. Thank you Jeff from everyone here at Harold R Henrich INC.

      todd henrich
      In my bookkeeping business, I have brought Key Advising in for consulting on numerous complicated accounting projects. They are very knowledgeable, efficient, and easy to work with.
      Mark Pidgeon

      My small business has been a client of Key Advising for several years and I cannot imagine running my business without his services. Maintaining the majority of our CFO, payroll and bookkeeping aspects of the business has allowed me to focus solely on growing my business. I can easily say this was the best investment I have made into my business.

      Luigi Cannata

      Jeff and his team helped develop ProFormas among other reporting that our construction and development company used to determine feasibility and profitability on a number of potential investment projects. Their efforts have been crucial to our growth and success. Cannot recommend their consulting services enough!

      Construction, Design and Management, Inc.
      I have been working with Key Advising for last 2 years for my accounting and tax filing needs. Key Advising staff has always provided me with on time and accurate financial reporting. I would recommend it to anyone who is looking for a quality service. It’s a financial investment into the business but it’s all worth it when you see the results. Their service is very professional and courteous as they understand your core business, and this is key for the small business to be successful.
      cory kimball

      I could not be happier with the service and education I have received from Key Advising over the past three years. My family businesses profitability, financial planning and literacy has improved immensely! Thank you Jeff for all that you do for me and my businesses.

      Lou Cannata
      Easy to work with, accurate and timely reporting. Made my bookkeeping so much easier!
      Two KingsProperties
      Excellent team to work with. Very professional. I would highly recommend
      S E
      Easy and Simple

      How We Work with Clients

      Preparation of a package
      of documents

      Meeting with a clients, signing
      a contract

      Terms of payment for the
      performance of work

      Preparation of a package
      of documents

      Meeting with a clients, signing
      a contract

      Terms of payment for the
      performance of work

      Contact Us

      The specialists of our company will provide you with expert advice on any issue that interests you.

      • Available by appointment only:
        9:00 – 5:00 Monday through Friday
      • Call Us: (315) 243-7317
      • Location: 187 Chestnut Street, Phoenix, Ny 13135

      Send Us a Message

      We are ready to answer right now!