Services that
Grow
We don’t just price competitively — we build value into every dollar you spend with us
Professional Bookkeeping & Financial Reporting
Comprehensive monthly services including P&L statements, balance sheets, & reconciliations. Everything you need to stay audit-ready and financially informed.
Business Credit Reporting & Tradeline Setup
Establish strong business credit by reporting to major bureaus like Experian, Equifax, and D&B. Unlock better financing and vendor terms.
Tax Preparation Support & 1099 Filing
Organize your finances for stress-free tax filing. We prepare everything for your CPA and handle 1099s, sales tax, and annual reporting.
Payroll Management & HR Support
Streamline payroll with automated runs, tax submissions, and year-end W-2/1099 prep. Includes onboarding and HR setup options.
Business Loan & Funding Preparation
Get lender-ready documents, financial packets, and introductions to trusted business lenders for your next growth phase.
Virtual CFO Services
Book strategic sessions with a Virtual CFO for in-depth analysis, forecasting, budgeting, and long-term planning to drive real business growth.
Built-For-Your-Business Bookkeeping
Are you tired of “profit” on paper but cash crunch in real life? Let’s untangle your numbers, plug the leaks, and hand you reports that actually steer the ship—all in one custom package. Book a Call with Us and in 30 minutes you’ll know exactly how we’ll get your books breathing again.
What Happens on the Call
It's a30-minute chat.
1
We start with goals & pain points.
We’ll get clear on what’s working, what’s not, and where you want to be.
2
Discover how your money moves.
Review bank feeds, invoicing process, payroll, and sales tax flow.
3
Size The Workload
Determine how much needs doing and who will do it.
4
Set The Cadence
Agree on a weekly, monthly, or quarterly rhythm that fits your business.
Your Custom Package Might Include...
Pick what serves you, skip what doesn’t—pricing scales with complexity,
Core Books
- Monthly bookkeeping & reconciliation
- Transaction categorization
- Tax-ready P&L, balance sheet, cash-flow
Systems & Support
- QuickBooks setup + client portal
- Email support & monthly review
- Dedicated account manager
Compliance Essentials
- Payroll setup & management
- Sales-tax filing
- Tax-prep coordination with your CPA
Cash Control & Growth
- Cash-flow forecasting (13-week & quarterly)
- Custom budgeting & forecasting
- KPI dashboard & business credit-building reports
Money-Move Ops
- Invoicing + receivables
- A/P & vendor payment management
Strategic Advisory
- Monthly strategy call
- CFO services & internal audits
Why Creel Adivsory?
We Treat Your Business Like It's Ours
Every decision we make is in your best interest. If it doesn’t serve your goals, we won’t recommend it.
No Surprise Fees. Ever.
You’ll always know what you’re paying and why. No monthly scope creep. No shady line items.
Clarity Over Complexity
We translate tax and payroll into clear English, so you never have to wonder what’s happening behind the scenes.
Mix & Match Add-Ons
Powerful, on-demand solutions tailored to your business’s most urgent needs.