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.

What our clients have to say

What our employees have to say

I am valued, trusted and able to work without feeling overwhelmed or micromanaged.

I have searched for what feels like forever to find the perfect place to work, and Excelsior is it!

Excelsior provides challenging and interesting work consistently while simultaneously allowing the freedom to work a schedule that fits my life and needs.

I feel valued and appreciated by leadership...and really appreciate all of the benefits that we have, especially at a company this size.

Our motto "Happy Employees Make Happy Clients" is not lip service - Nathan and the team go to great lengths to make sure that we are taken care of and are happy in what we do.

We are constantly supported and uplifted so that we can be our best selves not only personally but professionally as well.

Excelsior is the most open and transparent organization I've been a part of, so I feel confident saying leadership genuinely cares about me, my success and my happiness.

I love the work we do here.

My co-workers are a joy to work with and management cares strongly about the well-being of the employees, always acknowledging good work!