Services
One coordinated team for accounting, tax, and financial leadership
Instead of a bookkeeper here, a payroll company there, and a tax preparer somewhere else, our work is built around three core relationships, supported by the accounting fundamentals that make them possible.
Your finance department, without the finance department.
Outsourced Accounting & CFO
Monthly close, reporting, forecasting, and CFO-level guidance, scaled to where your business is today.
- Monthly close & financial reporting
- Cash-flow forecasting & budgeting
- Controller oversight & CFO-level guidance
Built for firms that bill by the hour, the project, or the client.
Professional Services Financial Advisory
Financial advisory built around how consulting, agency, legal, and healthcare practices actually make money.
- Project & client profitability visibility
- Utilization & labor-cost analysis
- Partner/owner compensation planning
Your business and personal finances are connected. Your planning should be too.
Business Owner Tax & Financial Coordination
Business accounting and tax planning coordinated with owner compensation, retirement, succession, and outside advisors.
- Owner compensation & distribution planning
- Multi-entity tax coordination
- Retirement & succession planning
Explore
Supporting services
The accounting fundamentals that make the relationships above possible, each also available on its own.
Your books, done every month, without you touching a spreadsheet.
Monthly Bookkeeping & Cloud Accounting
We scope bookkeeping and accounting support to your business: transaction volume, reporting needs, number of entities, payroll requirements, and the level of oversight you want. That means you get exactly the right level of support, from foundational monthly bookkeeping to closer, more frequent oversight as your business gets more complex.
- Bank and credit card reconciliation, done for you
- Monthly financial reporting scoped to your business
- Document management, so records are organized and accessible
- Scales up to closer oversight, payroll, and CFO-level support as you grow
Ready to stop guessing about your numbers?
We'll evaluate your current financial operation, identify the most important gaps, and determine whether HTA is the right fit.
Request a Financial Assessment