Know Your Numbers.
Run Your Business.

Outsourced bookkeeping & fractional CFO services that give small business owners clear financial visibility.

Schedule a Free
Financial Assessment

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What We Take Off Your Plate

Outsourced Accounting & CFO Services

Fractional Bookkeeping

We take over day-to-day bookkeeping, reconciliations, and financial record management so business owners stop spending time on tasks that belong in someone else's hands. Books stay current, accurate, and organized.

Fractional CFO Services

For owners who need strategic financial guidance without a full-time hire, we provide CFO-level support, including budgeting, forecasting, and advisor-level input on the decisions that affect growth and profitability.

Financial Cleanup & Catch-Up

If your books are behind, inconsistent, or unreliable, we fix them. We assess what's there, correct it, and build a clean financial foundation your business can actually operate from.

Cash Flow & Performance Reporting

We translate your financials into clear reporting that shows where your money is going, where it's coming from, and how your business is actually performing month to month.

Success Story

Cleaner Books, More Visibility,
Less Guesswork

A small business owner came to PHG Advisory with years of disorganized financials and no clear picture of how the business was performing. PHG cleaned up the books, took over ongoing management, and delivered more financial visibility than the owner had seen in years.

Running a business without clean financials means making decisions in the dark.

It doesn't have to work that way.

New York, NY

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