Bookkeeping Services in New York City
Accurate, dependable, and done right every month
PHG Advisory helps founder-led and family-run businesses in NYC stay organized, accurate, and financially informed with reliable bookkeeping support. We keep your books clean and current so you can run your business with confidence at a fraction of the cost of a full-time hire.
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Testimonials
“We have dealt with 2 fractional CFOs and 4 bookkeepers before we found PHG. PHG came in and did what others couldn’t. We actually know our numbers and have infrastructure in place to make sure our numbers are accurate.”
Sam Allsop
Neil Roofing
“PHG has been incredible to work with. Their team is patient, informative, knowledgeable, and easy to work with. PHG has helped us gain a clearer view of our financials and provided valuable guidance as we approach a potential sale. I would highly recommend working with PHG.”
Joey Bryant
SWORD Roofing
“PHG has helped us understand our own numbers in a way we hadn’t been able to before. They have enhanced our bookkeeping, expanded our reporting capabilities, and even assessed our marketing strategies. The PHG team is incredibly knowledgeable across many fields, and has been responsive, accessible, and highly effective as a partner. Working with PHG has been a great experience one that we would definitely recommend!”
Megan DuVarney
Grey Gold Concrete
“PHG has transformed our bookkeeping by turning it into a tool used to monitor and steer the business. Instead of only using Quickbooks for tax filing, we now have the visibility and confidence in the numbers to uncover new opportunities and best position Amped for future growth. Outside of visibility and insightful financial reviews, PHG has assisted with the developing the compensation structure of our sales team, budget development, quoting best practices etc.. They have been great partners.”
Trey Flake
Amped Security
“PHG has completely transformed the financial side of our roofing company in Florida. With multiple locations, we struggled with our finances until we started working with them. Their fractional CFO services have been incredibly valuable, offering strategic insights and financial leadership without the need for a full-time CFO.”
Ryan McPherson
Quality Roofing
“PHG cleaned up my books and took over the day to day bookkeeping / financial management, so I could focus on running the business. Their support provided more visibility into the financial performance of my business than I have had in years. They are a key part of my business and always available to help.”
Donald Young
Central Florida Garage
“I engaged PHG’s Fractional CFO group to organize my financials and data in preparation for a potential sale. Their team expertly positioned my business to maximize its value. When the time was right, PHG’s Buyside M&A Team connected me with an excellent partner and secured a fantastic deal, saving me from paying a sell-side broker fee. PHG provided guidance and support from start to finish, and I would strongly recommend that any strategic-minded business owner consider speaking with them.”
Chad Hale
Hale’s Roofing
Office Information
You can schedule an in-person or virtual meeting with our New York City, NY office.
530 5th Ave Fl 8 Ste #809, New York, NY 10036
info@phgadvisory.com
Monday – Friday: 9:00-5:00pm
Saturday – Sunday: Closed
Meet Our CFOs & Bookkeeping Professionals
Logan Marita
Alan Donovan
Shane McCormick
Eric Suh
Tracy Jones
Colton Townes
Jay Homan
Righley Medders
Bookkeeping Support for NYC Businesses
Running a business in New York City often means managing high transaction volume, fast-moving operations, payroll complexity, vendor payments, and constant financial activity.
PHG Advisory provides bookkeeping support for NYC businesses that need cleaner financial records, more reliable reporting, and stronger day-to-day financial organization.
We help business owners stay current on reconciliations, reporting, transaction management, and month-end close processes so they can spend less time dealing with bookkeeping issues and more time focused on running the business.
What Makes Us Different
No Lock-In Periods
Cancel anytime. We earn your trust month after month.
Flat Monthly Pricing
No hourly billing. No hidden fees. Predictable costs from day one.
Fast Response Times
You’ll always hear back within 24 hours. Guaranteed.
Timely Financials
Books are closed by the 15th of every month. No delays.
Senior-Level Strategy
Our team brings Big Firm and private equity experience without the full-time cost.
Exit-Ready Books
When the time comes to sell, bring in partners, or raise capital, your books will be ready.
Signs Your NYC Business Needs Bookkeeping Support
Many NYC business owners reach a point where the books become harder to manage internally as the business grows.
Common signs it may be time for outsourced bookkeeping support include:
- Financial reports are delayed or inaccurate
- Bank or credit card accounts are unreconciled
- Month-end close processes are inconsistent
- Payroll, AP, or transaction entry is falling behind
- Financials are difficult to trust during decision-making
- The business owner is spending too much time managing the books personally
What We Offer
| Scope of Work | Bookkeeping |
|---|---|
| Historical Quickbooks Cleanup | ✓ |
| Industry Specific Chart of Accounts | ✓ |
| Accrual Accounting Implementation | ✓ |
| Transaction Processing (AP / AR / Payroll / Bill Entry) | ✓ |
| Account Reconciliations | ✓ |
| Month End Close Management | ✓ |
| Basic Financial Statements | ✓ |
| Coordinate with CPA for Tax Prep | ✓ |
Our Process
Discovery Call
We start with a brief discovery call to understand your business, goals, and financial challenges.
Financial Health Assessment
We complete your Financial Health Assessment and walk you through the results, providing a clear, actionable roadmap with personalized recommendations.
Engagemet Agreement
If we're a good fit, we'll send an engagement agreement outlining the scope, services, and next steps.
Kickoff Meeting
Together, we'll align on priorities, timelines, and communication to ensure a successful partnership.
Ongoing Advisory
We become an extension of your team, providing ongoing bookkeeping support and proactive insights to help your business grow.
Get a Clear Picture of Your Financial Health
Before any engagement, we begin with a Financial Health Assessment (FHA) to show you where your finances stand and identify areas for improvement. We review your accounting systems, reporting accuracy, cash flow, profitability, and potential risks to provide clear, actionable insights you can use right away, helping you make confident and informed decisions.
Industries We Serve in NYC
We work with businesses across a range of industries. The examples below reflect some of the clients we commonly serve.
Case Studies
FAQs
Do you offer bookkeeping services in NYC?
What bookkeeping platform do you work with?
Will you clean up our existing books or only handle future transactions?
What does "month-end close" mean and do you handle it?
How do you coordinate with our CPA for tax prep?
Do you offer flexible pricing or hourly billing?
Ready for Clean, Reliable Financials Every Month?
PHG Advisory provides NYC business owners with accurate, dependable bookkeeping support that keeps financials organized, current, and ready for better decision-making.
