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Procure to Pay (P2P)

Accounts Payable
Purchase Requisitioning
Vendor Management
Purchase Order Processing

Order to Cash (O2C)

Accounts Receivable
Order Management
Billing and Invoicing
Credit Management
Cash Application
Collections Management

Tax Services

Tax Preperation Services
Individual Tax Services
Business Tax Services
Payroll and Employment Tax Services

Record to Report (R2R)

General Accounting and Bookkeeping
Fixed Assets Accounting
Inter Company Accounting
Bank and General Ledger Reconciliations
Financial Reporting
Management Reporting
Inventory Management and Accounting
Revenue Accounting
Closing Accounting
Financial Statement Preparation

Payroll Services

Payroll Processing
Employee Benefits Administration
Worker’s Compensation Administration
W-2 and 1099 Preparation
Tax Filing and Compliance
Direct Deposit Setup
Paycheck Distribution
Time and Attendance Tracking
Year-End Tax Reporting

Bookkeeping

Accounting Setup
Income Statements
Balance Sheet
Cash Flow/Budgeting
Financial Statements & Reports
Monthly, Quarterly, Year-End Review
Recording and Reconciling Payroll Transactions
Bank Reconciliations
General Ledger Reconciliation
Credit Card Reconciliation
Books Cleanup
Revenue Reconciliation with Bank Deposits

Accounting Services

Accountant Services Firms
Bookkeeping Services
Virtual Bookkeeping Services
Outsourced CFO Services

Financial Planning & Analysis (FP&A)

Budgeting & Forecasting
Cash Flow Forecasting & Liquidity Planning
Variance & Trend Analysis

Management & Executive Reporting

Executive & Board Reporting
KPI Dashboards
Investor-Ready Financials
Finance Analytics & Business Intelligence

Strategic CFO Advisory

Fractional CFO Advisory
Financial Strategy & Decision Support
Profitability & Margin Analysis

Financial Controls & Readiness

Internal Controls Advisory
Audit-Ready Books & Audit Support
Financial Process Optimization

Industries We Operate In

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    🌐 Office Locations

    Ohio Office

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

    Open Hours

    • Monday - Friday: 8 am–5 pm
    • Saturday- Sunday: Closed

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    New York Office

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

    Open Hours

    • Monday - Friday: 8 am–5 pm
    • Saturday- Sunday: Closed

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    Ready to grow with confidence and clarity?
    Finalert delivers high-quality accounting, financial advisory, and analytics services tailored to growing businesses providing control, visibility, and decision-ready insight to support sustainable success.

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