Tired of Guessing About Cash, Profit, and Taxes?
We Can Fix That.
At NetAdvizor, We provide bookkeeping, payroll, tax planning, fractional CFO, and software consulting services designed to give small business owners clear, real-time financial insight.
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This is the foundation of everything we do. Our bookkeeping service gives you clean, accurate, and timely financials so you can finally trust your numbers. We handle the details—reconciliations, categorizations, and monthly closes—so you always know where your business stands.
Careful Bookkeeping
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Full-cycle bookkeeping tailored to your business
Monthly bank, credit card, and loan reconciliations
Proper coding of income and expenses
Clean, organized financial statements (P&L, Balance Sheet, Cash Flow)
Monthly close process so your books stay current
Review of unusual transactions and corrections as needed
Support for accounts payable and accounts receivable tracking
Coordination with your tax preparer or with NetAdvizor tax planning
Integration with your accounting software and dashboards
Email and virtual support for questions about your numbers
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Flat monthly fee based on transaction volume and complexity
Month-to-month agreement with our satisfaction, money-back guarantee
Designed for small business owners who want dependable, up-to-date books they can actually run the business on.
Payroll shouldn’t be a weekly fire drill. We take payroll off your plate so your team is paid accurately and on time, and all payroll taxes and filings are handled behind the scenes. You stay in control of approvals—without having to live inside the payroll software.
Payroll Services
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Setup and ongoing management of your payroll system
Processing payroll on your chosen schedule (weekly, bi-weekly, semi-monthly, monthly)
Direct deposit for employees and contractors (where applicable)
Calculation and withholding of federal, state, and local payroll taxes
Filing required payroll tax returns and reports Year-end W-2 and 1099 preparation and distribution
Support for new hires, terminations, and status changes
Handling garnishments and other required deductions
Coordination with your bookkeeping for clean, matching records
Email and virtual support for payroll questions and changes
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Flat monthly fee based on headcount and payroll complexity
Month-to-month agreement with our satisfaction, money-back guarantee
Built for small business owners who want payroll handled correctly—without the stress, surprises, or extra time.
Most owners only think about taxes once a year—when it’s too late to change the outcome. Our tax planning service is designed to change that. We work with you throughout the year to identify strategies, model scenarios, and make smart moves in advance so you can legally minimize what you owe and avoid ugly surprises.
Proactive Tax Planning
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Comprehensive review of your prior and current-year tax returns Identification of missed deductions and planning opportunities
Year-round tax projections so you know what to expect
Strategic recommendations around: Entity structure and owner compensation
Timing of income and deductions
Depreciation and major purchases
Retirement plans and benefits
Coordination with your bookkeeping and payroll for clean, tax-ready books
Implementation support for chosen strategies (in coordination with your CPA or through NetAdvizor)
Periodic check-ins to adjust the plan as your business and income change
Clear, plain-language explanations so you understand the “why” behind each move
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Flat planning fee with an upfront retainer
The remaining fee is paid only after the plan is implemented
We guarantee we’ll save you money; otherwise you don’t pay.
You only pay when you save.
Ideal for owners who are tired of surprise tax bills and want a proactive, strategic approach instead of a once-a-year scramble.
Most small businesses can’t justify a full-time CFO—but they still need someone thinking strategically about cash, profit, and growth. Our fractional CFO service gives you executive-level financial leadership at a fraction of the cost, so you always have a clear view of where you are, where you’re going, and what it will take to get there.
Fractional CFO
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Regular CFO meetings (monthly or quarterly) focused on your goals and key decisions
Budgeting and forecasting to plan revenue, expenses, and profit
Cash flow planning and runway analysis so you’re never caught off guard KPI development and financial scorecards tailored to your business
Job, customer, or product profitability analysis (where applicable)
Support with pricing, hiring, capital purchases, and growth decisions
Coordination with your bookkeeping, payroll, and tax planning for a unified financial picture
Assistance preparing lender or investor-ready financials and narratives
Strategic sounding board for “what if” scenarios and long-term planning
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Monthly retainer based on the level of involvement and complexity
Flexible scope that can scale up or down as your needs change
Built for owners who want more than reports—they want a financial partner at the table for the decisions that matter most.
Software & Dashboard Consulting
The right software can give you real-time visibility into your business. The wrong setup just creates noise. Our software consulting service helps you choose, implement, and optimize the accounting and financial tools that actually work for your business—so your dashboards, reports, and systems become a real decision-making advantage.
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Evaluation of your current accounting, payroll, and reporting tools
Recommendations for the right software stack based on your size, industry, and goals
Implementation and setup of new systems (or cleanup of existing ones)
Custom API integrations between your key applications
New application development and creation to support your processes and reporting
ERP selection and full implementations for businesses ready to scale their systems
Custom dashboard and reporting design for owners and leadership
Integration of accounting, payroll, and other key data sources where possible
Workflow design to streamline billing, collections, approvals, and reporting
Training for you and your team so everyone knows how to use the tools
Ongoing support during the transition period to ensure adoption and reliability
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Project-based pricing for implementations, integrations, and new builds
Hourly or packaged consulting for dashboard builds and optimization
Ideal for owners who want real-time dashboards and systems that support growth—instead of spreadsheets and scattered data.
