Accounting · Advisory · Analytics

Books closed. Decisions made.

Finalert is the finance function you do not have to build. Accounting, CFO advisory and analytics, run as one team from Cleveland and New York.

  • 110 plus businesses served
  • 100 percent client satisfaction
  • 2 U.S. offices: Cleveland and New York
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Trusted by 110+ U.S. businesses, and fluent in the platforms you already run.

  • QuickBooks
  • Xero
  • Zoho Books
  • Sage Intacct
  • Oracle NetSuite
  • Microsoft Dynamics 365
  • SAP
  • ADP
  • Gusto
  • Workday
  • Expensify
  • BlackLine
  • Tableau
  • Freshworks

Product names and logos are trademarks of their respective owners. Their appearance here does not imply partnership, certification, or endorsement.

What we do

Three disciplines. One steady financial engine.

Every engagement is built on the same foundation: accurate books, disciplined process, and reporting your leadership team can actually use. From there, we layer in the advisory and analytics that turn financial data into direction.

106 services across the three disciplines.

Client result

A nonprofit that stopped waiting on its numbers.

Nonprofit and humanitarian. We implemented Microsoft Dynamics 365. Three things changed.

  • 50% faster month-end close
  • Real-time grant & donor visibility
  • Audit-ready compliance
Read the CWS Global case study

Month-end close

50 percent faster month-end close at CWS Global

CWS Global

Testimonials

The part we can’t write ourselves.

Four clients, quoted in full. Nothing trimmed to fit.

For many years, as a medium-sized company, we had relied on a Big 4 firm to handle our audit and tax work. Following some service issues, it was decided to outsource that work to a local firm. I’m happy to report that the move has benefited us in terms of improved service and lower costs.

Donald SimpsonCEO · Financial Services

Finalert was hired to handle our payroll and pension administration. The process is extremely cost effective, and it has been extremely beneficial to us in terms of lowering our administrative costs and streamlining the payroll process.

Debbie CarterCOO · SaaS Technology

I have worked briefly with the Finalert team, who were tasked with cataloging validation rules for the ERP system. They did a very thorough job, ensuring the accuracy of information before implementing it. Additionally, their team was extremely responsive, often addressing any inquiries or requests within minutes. Their customer service skills are exceptional, and they were a pleasure to work with.

Sinisa MilovanovicDirector, Program Finance · Nonprofit

Finalert is an outstanding accounting, financial advisory and analytics company that delivers a wide range of services and solutions with the highest level of professionalism. Their expert team, with whom I have personally worked, possesses exceptional skills that enable customers to meet their financial and accounting needs seamlessly. Their dedication to excellence and customer satisfaction sets them apart, making them a trusted partner in the industry.

Wajdi Al MowafakDirector, Financial Business · Nonprofit

Insights

Practical finance, written plainly.

A ledger, a calculator and printed statements on a desk

Short pieces on the accounting and advisory questions clients actually ask, written for the person who has to act on the answer.

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Talk to us

Tell us what you need. We will call you back.

Four fields is all we need to start. If you would rather talk now, call the office directly.

Prefer to call?

(216) 759-3119 info@finalert.com

Monday to Friday, 8:00am to 5:00pm.
Cleveland and New York.

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No pitch. A straight conversation about where you stand.

Where we are

Two offices. Cleveland and New York.

Office

Cleveland, Ohio

1300 East 9th Street, Suite 1210
Cleveland, OH 44114
United States

Monday to Friday, 8:00am to 5:00pm.
Closed Saturday and Sunday.

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Office

New York, NY

800 Third Avenue, Suite 1105
New York, NY 10022
United States

Monday to Friday, 8:00am to 5:00pm.
Closed Saturday and Sunday.

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Next step

Ready for numbers you can build on?

One conversation about where your books stand, with no pitch attached.

110+ U.S. businesses served

What happens next

  1. A twenty-minute call An accountant on the line, not a salesperson.
  2. A scope and a price, in writing What the work covers, and what it costs.
  3. Onboarding on your schedule We start when you are ready, not before.

Monday to Friday, 8:00am to 5:00pm ET Cleveland and New York