monthly close

ACTvisory is a boutique advisory firm based in Fort Worth, Texas, serving as a strategic financial partner for nonprofit and mission-driven leaders. Founded and led by CEO Ayn Llopis, MS, who has more than 25 years of experience in financial operations and reporting, the firm delivers financial clarity, operational structure, and executive-level insight. Ayn is the creator of the CSI Framework™, built on three pillars: Clarity, Systems, and Insight.

990 coordinationaccounts payable and receivable oversightaudit oversightboard reportingBookkeepingbudget developmentcapital planningcash-flow forecastingfinancial advisoryfinancial modelingfinancial reportinggrant and fund trackingKPI dashboard reportingPayroll coordinationprocess automation

Ascentio Consulting Inc. is based in Fairfax, Virginia and was founded in Virginia in 2023. It provides financial accounting, IT, AI and training services, offering ongoing support or additional capacity for teams. It is Virginia SWaM certified (Small, Women-owned, Minority-owned, Micro) and serves business owners, finance and IT teams, and government and prime contractors.

account reconciliationsAI and automationAudit preparationBookkeepingcloud infrastructuredata platformsdocument processingfinancial reportingmanaged ITPower BI and Tableau dashboards and reportingSplunk deployment and architecture supporttraining

Fluent Financials, LLC is an established CPA firm based in Montgomery County, Maryland, serving clients across Washington DC, Maryland and Virginia, in New York and New Jersey, and beyond. Led by Aviva Hendry, CPA, the firm's team of CPAs, bookkeepers and office staff serves individuals, families and small to mid-size businesses with tax planning and preparation, monthly accounting and bookkeeping, fractional CFO services and year-round business filings.

1099 PreparationBookkeepingBudgetingBusiness consultingentity formationFinancial forecastingFractional CFOpayroll filingsQuickBooksreconciliationssales tax filingsTax planningTax preparation

G Squared Finance & Investments is a family-owned parent company and boutique accounting firm that helps individuals, families, and businesses build stability, protection, and long-term success. Through its companies Garrett's Financial Services, Garrett Family Insurance, and Be Your Best Consulting, it offers financial services, insurance protection, leadership coaching, and business consulting.

behavioral assessmentsBudgetingcapital-raising supportcash-flow forecastingcoaching and mentoringfinancial reportinginternal controlsM&A diligenceprocess redesignreconciliationsscenario planning