Eliminate the guessing games with your raw data. Your Alloy Silverstein advisor can provide answers and advice along with implications. Your advisor will use their professional background of working with an assortment of client industries to offer strategic guidance, recommendations, and equip you with the overall help you need to make better business decisions.

The benefit of being cloud-based is true, real-time access with your CPA. This means they are able to spend more time analyzing your situation and guiding you to make the best possible decisions for your business, your employees, and your family. In this respect, your CPA can be an advisor, forecaster, financial director, and coach – much more than just a tax preparer.


Insight and Advisory Services from a CPA

  • Strategic Business Planning
  • Management Consulting
  • Financial Statements
  • Key Performance Indicator (KPI) Monitoring
  • Forecasting
  • Budgeting
  • Pulse on Cash Flow
  • Profitability Analysis
  • Visual Dashboards
  • Monthly Accounting Reports
  • Monthly, Quarterly, or Semi-Annual Advisor Meetings (in-person or video conference)
  • Enhanced Controls for Fraud Prevention
  • On-Going Fraud Monitoring
  • Exit Strategies
  • Business Valuations
  • Succession Planning
  • Startup Mentoring
  • New Entity Formation
  • Financial Checkups after Determining Key Financial Metrics



Your entire web of business operations can be simplified down into the palm of your hand. The benefit of modern, cloud-based programs is the ability to synchronize your account and feeds with other programs that you use, from payment processing to timesheet tracking to inventory management. With hundreds of apps to select from, we will help you customize your accounting and reporting experience based on your industry and needs.
Browse Xero’s App Marketplace →
Contact us today and see how we can help your business