What if my books aren't clean?
At Key Advising, we understand that clean books are **key** to making informed financial decisions. If your books aren't currently in the best shape, don't worry. We spend the first 30-60 days of our engagement getting your business "book-ready." While we don't go back and fix every possible transaction (as that would be cost-prohibitive), we focus on the following tasks to get you started quickly and affordably: We create a one-time balance sheet entry that ties all statement accounts to your last year's tax-filed statements. For all other accounts, we tie them to an approved amount by the client. This one entry will be documented and signed by the client, ensuring transparency and accuracy.
When will my financials be ready?
We understand that timely financial information is key to managing your business effectively. We typically provide financials by mid-month. However, if you need your financials ready even sooner, we offer an optional add-on service to expedite the book-closing process.
How do I access my information?
Accessing your financial information should be hassle-free and convenient, which is why we use cloud-based solutions. Your data is securely stored in the cloud and is accessible from anywhere on any device. The Key Advising team manages your bookkeeping in QuickBooks Online (QBO), ensuring that you have access to your financials whenever you need them. Stay up to date on your monthly performance with ease.
What other platforms do you work with?

At Key Advising, we understand that businesses often use a variety of tools and platforms. We are here to support you by working seamlessly with all your existing tools. Some of the more common platforms we work with include:

Our flexibility and adaptability are key to ensuring that your bookkeeping integrates smoothly with your preferred systems.
Have more questions or need further clarification? Don't hesitate to reach out to Key Advising, and our team will be happy to provide you with the answers and assistance you need. Your financial success is our key priority!

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

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