Accounting
Bookkeeping, payroll, reconciliations, and month-end close, run on a schedule you can plan around.
About Finalert
We are the finance function you don’t have to build.
Finalert is a United States accounting, financial advisory, and analytics firm. We work from Cleveland and New York with companies that have outgrown a part-time bookkeeper and are not ready to carry a full finance department.
Cleveland and New York. Monday to Friday, 8:00am to 5:00pm.
Finalert in numbers
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110 plus businesses served
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100 percent client satisfaction
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2 U.S. offices
Who we are
Accounting, advisory, and analytics, run as one engagement.
Finalert LLC is a United States accounting, financial advisory, and analytics firm. We work from two offices, Cleveland, Ohio and New York, and with clients across the country.
We work with founders and leadership teams from early growth through scale-up. Every engagement starts in the same place: the books. Accurate, current, and closed on a schedule you can plan around. From there we layer in the advisory and the analytics that turn a clean ledger into something a leadership team can steer with.
We are built for the point where spreadsheets and a part-time bookkeeper stop being enough and a full in-house finance department is still too much. You get the discipline of an in-house team without carrying the headcount.
What we do
Three disciplines, one team.
Advisory
Fractional CFO leadership, financial planning and analysis, budgeting, and board-ready reporting.
Analytics
KPI dashboards, variance and trend analysis, and business intelligence built on your own numbers.
How we work
Four things we hold to.
Four principles, and they decide the same three things every time: how an engagement is scoped, who does the work, and what we tell you when something is off.
- One firm, three disciplines
- Accounting, advisory, and analytics sit under one roof. The team that closes your books is the team that reads them back to you, so nothing has to be re-explained at a handoff.
- Work that matches your stage
- A company closing its first clean year does not need what a company preparing for a raise needs. We scope to where you actually are, and we change the scope when you move.
- Process before opinion
- Clean books, documented reconciliations, and a close calendar come first. Insight built on shaky records is guesswork with a chart on it.
- In it for the long run
- We are not looking for a project. We are looking to be the finance partner you keep, and that means telling you the unwelcome thing early.
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 ServicesFinalert 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 TechnologyI 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 · NonprofitFinalert 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 · NonprofitWhere we are
Two offices. Cleveland and New York.
Both are open Monday to Friday, 8:00am to 5:00pm, and closed Saturday and Sunday.
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Office
Cleveland, Ohio
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Office
New York, NY
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Work with us
Ready for numbers you can build on?
Talk to a Finalert consultant about your books, your reporting, or the decision you are trying to make.
110+ U.S. businesses served
What happens next
- A twenty-minute call An accountant on the line, not a salesperson.
- A scope and a price, in writing What the work covers, and what it costs.
- Onboarding on your schedule We start when you are ready, not before.