We Make Financial Sense
At Excelsior, we are dedicated to excellence, employing top-tier professionals for personalized Client Accounting and Transaction Advisory Services. Trust in our deep expertise for tailored, white-glove support.
What we do
Client Accounting
Elevate your accounting and financial reporting with our tailored outsourced accounting solutions, covering monthly financial reporting, cash flow forecasting, bookkeeping tasks, audit preparation, and more. Our flexible solutions and core of talented professionals enable us to adapt to your unique needs.
Transaction Advisory
Explore our customized Transaction Advisory Services led by CPA’s with deep M&A expertise offered in a boutique, tailored setting. From limited procedures to full-scope Quality of Earnings and financial due diligence services, we cater to the complex and varied needs of private equity firms, family offices, strategic investors and private sellers.
They trust us
A "For-All " Company
At Excelsior, our ‘For-All’ business model goes beyond meeting your needs; it’s about championing diversity, supporting our employees, and making a positive impact on our community. Discover how we’re redefining business for the better.
“Honestly, I wish we had made this transition years ago.”
Ulrich Wuebker
CEO & Owner, Pet Adventures Worldwide
“I can’t tell you how grateful I am. This partnership saved us. It honestly saved us.”
Vanessa Freytag
President & CEO, 4C for Children
“I want to commend your team for their excellent work as intelligent, thoughtful partners to Excel. I welcome their leadership and know they will continue to lead us forward.”
Kevin Cooley
CEO, Excel Development Corp
“We’ve been through three accountants in three years, and I think I’ve just hired my last one.”
Brian Burke
Founder & Chief Mac Man, Sell Your Mac
“We continue to value and appreciate all the assistance Excelsior has been providing. We know we would have never made it through the last few months without it.”
Richard Eiswerth
President, General Manager & CEO, Cincinnati Public Radio
What our clients have to say
Ready to experience financial clarity?
Contact us today to experience the unparalleled expertise and personalized service Excelsior has to offer.