Client Accounting Services
Transformative Financial Services Tailored to You
Comprehensive Financial Solutions
Unlock a suite of financial services tailored to your unique needs, covering monthly financial reporting & analysis, audit preparation, financial modeling, cash flow forecasting, budgeting, and meticulous bookkeeping responsibilities.
Expert-Led Service Teams
Your dedicated service team, led by one of our Managers, ensures a personalized touch. With a commitment to quality first and foremost, each Manager holds an active CPA license or possesses commensurate professional experience and serves only a 3-5 clients on average.
Industry Expertise
Explore our expertise in serving diverse industries, including not-for-profits, software & technology, professional services, life sciences, manufacturing & distribution, retail, private capital management firms, and other closely held or owner-operated entities.
Transparent and Flexible Contracts
Experience peace of mind with our transparent fixed-fee pricing for ongoing services. Our contracts are always cancellable at any time, offering flexibility with no questions asked and no strings attached.
Seeking Efficient & Personalized Accounting Solutions?
Discover Excelsior’s accounting expertise, offering the efficiency and personalization your business needs for financial success. Our tailored solutions ensure precision and effectiveness in managing your accounting operations.