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.
      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
      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
      TESTIMONIALS

      Customer Reviews

      They have already used our services

      Easy and Simple

      How We Work with Clients

      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!