ATTENTION: BUSINESS OWNERS

FROM FINANCIAL STRESS TO FINANCIAL SUCCESS:

Transform Your Business with Expert Guidance

Here at Advisory Lounge we provide the peace of mind that you deserve,

so you can focus on your business and everything else that matters to you!!

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Your Trusted Partner for Accounting & Advisory Excellence

Advisory Lounge is your trusted partner for expert Accounting and Advisory Services, offering comprehensive solutions including Bookkeeping, Tax Preparation, Payroll Management, Financial Analysis, Strategic Advisory & more.

With years of experience and a dedicated team, we deliver reliable, efficient, affordable and precise accounting tailored to your business needs. Our commitment to high-quality results and client satisfaction ensures every client receives personalized attention and expert guidance.

At Advisory Lounge, your success is our priority because Your Success is Our Success—

Reach out Today and let us take care of your Financial Security—because we provide more than just numbers, we provide Peace of Mind.

Around-the-Clock Financial Guidance

At Advisory Lounge, we understand that financial questions and concerns don't adhere to a 9-to-5 schedule.

That's why our 24/7 financial advisory services are always available to you.

Whether you have a pressing financial issue in the middle of the night or need guidance during the weekend, our team of expert advisors is here to assist you at any time.

Our Services

Accounting

Comprehensive financial management to ensure your business remains compliant and profitable. We handle everything from bookkeeping and tax preparation to financial analysis and reporting. With a focus on accuracy and efficiency, we tailor our services to meet your specific needs, empowering you to make informed decisions and drive your business forward.

Bookkeeping

Keeping your financial records accurate and ready for review. We manage daily transactions, track expenses, reconcile bank statements, and generate monthly reports. Whether you need full-time support or periodic reviews, we tailor our services to fit your needs, allowing you to focus on running your business.

QuickBooks

Offering seamless integration, data cleanup, and personalized training to help you and your team maximize the system. We ensure proper setup, resolve past inconsistencies, and teach efficient management. Whether you're new to QuickBooks or need optimization, we've got you covered!

Taxes

Navigating taxes can be daunting, but we make it simple. Our comprehensive tax preparation, advisory, and projection services ensure that you remain compliant, maximize deductions, and plan for a financially sound future. Let us handle your taxes so you can focus on growing your business.

New Business Start-up

Assisting with business formation, entity selection, tax registration, licensing, and financial systems setup. Whether forming an LLC, partnership, or corporation, we guide you through the legal and financial aspects, from initial paperwork to ongoing support. We're here to help you succeed!

Payroll Services

Simplify your payroll with our reliable and hassle-free payroll services. From tax withholdings to employee payments, we ensure that your payroll runs smoothly, accurately, and on time—every time.

Monthly, Bi-Weekly, & Weekly Payments

Advisory &

CFO Services

Need expert financial guidance? Providing strategic leadership to drive sustainable growth and long-term success. From forecasting and budgeting to strategic planning, we offer the insights you need to make informed decisions and achieve your business goals

Documents & Forms

From tax documents to compliance forms, our Service Documents and Forms section covers all essential business paperwork. We streamline financial statements, payroll docs., and strategic planning forms to ensure compliance and efficiency. Click below to discover the full range of documents we handle!

Visit our Services to Find out More

Frequently Asked Questions

What types of clients do you work with?

We work with businesses of all types and sizes, as well as individuals nationwide, providing tailored solutions to meet your specific needs. Our team includes experts across various industries and niches, including non-profits, ensuring that we can provide specialized guidance no matter your sector or size

How can CFO services benefit my business?

Our CFO services provide high-level financial management and planning to help navigate challenges and identify growth opportunities. By offering strategic insights into your financial performance, we help streamline operations, optimize cash flow, and ensure you make informed decisions. Whether you're planning for expansion, managing risk, or preparing for an acquisition, our CFO services are designed to support your long-term success.

Do I need a large portfolio to benefit from financial advisor services?

No, you don't need a large portfolio to benefit from financial advisor services. Financial advisors can assist individuals at various stages of their financial journey, from those just starting to save to those with substantial assets. Advisors can help you create a financial plan, manage debt, set up an emergency fund, and make the most of your resources, regardless of your current wealth. Their goal is to help you improve your financial well-being and work towards your financial goals, whatever they may be.

What makes Advisory Lounge Different from other Accounting Firms?

We build long-term partnerships, offering expert advice and customized solutions to empower you with financial clarity and stability. Unlike other firms, we take the time to deeply understand your unique challenges and goals, tailoring our services to your specific needs. With a team of specialists across various industries, we provide proactive, forward-thinking strategies to help you thrive, not just stay compliant. Plus, we're available 24/7 and speak English, Spanish, and Italian to better serve you.

What does QuickBooks Cleanup, Catchup, and Training involve?

Our QuickBooks services cover three key areas:

Cleanup: We correct and organize your existing QuickBooks data, ensuring accuracy and removing any inconsistencies or errors.
Catchup: We bring all of your financial records up to date, filling in any missing transactions or reconciliations, so your books reflect your current financial standing.
Training: We provide personalized training to help you or your team efficiently use QuickBooks, empowering you to manage your finances confidently moving forward.

How do I get started with your services?

Getting started is easy! Simply click on the “Contact Us” or “Schedule Your Free Consultation” buttons on this website to set up an initial consultation. During this session, we’ll discuss your specific needs and create a customized plan. If you have more questions, feel free to message us on Facebook or text/call us at

+1 (813) 338.3388. We look forward to assisting you!

Do you offer remote services?

Yes, we operate fully remotely, making it convenient for clients nationwide. Our advanced resources ensure smooth onboarding, secure data sharing, and seamless ongoing communication. You’ll enjoy the same high-quality service without the need for in-person meetings, allowing you to focus on your business while we handle your financial needs.

What are your pricing options?

Our pricing is customized to match the unique needs of your business, and we ensure affordability by offering flexible payment plans. Whether you need ongoing support or one-time services, we’ll work with you to create a plan that fits your budget and provides value.

How often should I review my financial statements?

We recommend reviewing your financial statements at least monthly to maintain a clear view of your business's financial health. Regular reviews help you track performance, make informed decisions, and identify opportunities for improvement or cost-saving measures.

Can you help with tax planning throughout the year?

Absolutely! Our ongoing tax planning services ensure that you’re maximizing deductions, minimizing expenses, and staying compliant year-round. We provide strategic guidance for important business decisions, whether you’re preparing for an audit, seeking a loan, or planning for acquisitions.

How do you ensure the security of my financial data?

We take the security of your financial data seriously. We use advanced encryption technologies, secure servers, and industry best practices to protect your information from unauthorized access. Our remote services are designed with robust security measures to ensure that your data remains confidential and protected at all times.

In which languages do you operate?

We operate in English, Spanish, and Italian, allowing us to serve a diverse range of clients with clear communication and personalized support in the language you’re most comfortable with.

TESTIMONIALS

Client

Sarah T.

Owner of Non-Profit Organization

I can't recommend Advisory Lounge enough! Their team took the time to understand my business needs and provided tailored strategies that made a real difference. Their expertise and support have been invaluable, and I feel empowered to take my business to the next level!

Jessica L.

Small Business Owner

I had a fantastic experience with Advisory Lounge! Their professionalism and commitment were evident from day one. They helped me navigate complex decisions and provided practical solutions that really worked. I can't thank them enough for their outstanding service!

Mike D.

Entrepreneur & FreeLancer

Advisory Lounge has transformed the way I approach my business. The team is incredibly knowledgeable & dedicated. They listened to my challenges & crafted solutions that not only improved efficiency but also boosted my confidence as a business owner. I'm so grateful for their support!