Our Services

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Accurate bookkeeping is essential to your company’s long-term success, but it shouldn’t take up all your time. At HB Advisory Group, we provide experienced and reliable bookkeeping services tailored to entrepreneurs, freelancers, and growing businesses.

Whether you're:

• Just launching your business and need help setting up a solid financial system, 

or

• A seasoned owner needing to clean up and streamline existing records,

We’ll meet you where you are and help you build clarity and control over your finances.

• Categorization of monthly income and expenses
• Bank and credit card reconciliations
• Custom financial reporting (monthly, quarterly, or annual)
• Balance Sheet: Understand your assets, liabilities, and equity
• Profit & Loss (Income Statement): Know exactly how profitable you are
• Statement of Cash Flows: Track where your money comes from and where it goes
• Monthly video or phone check-ins to review reports and answer questions
• Ongoing review of cash flow and expenses to optimize your financial health

We combine personalized service with cloud-based tech to give you accurate bookkeeping - without the stress.

Many small and growing businesses reach a point where basic bookkeeping isn't enough, but hiring a full-time CFO isn't feasible.

That’s where fractional CFO services come in.

With HB Advisory Group, you get access to high-level financial expertise without the overhead of a full-time hire. We help you make data-driven decisions to:

• Improve cash flow
• Increase profit margins
• Set smart, achievable growth goals
• Make strategic tax decisions
• Get “bank-ready” for loans or funding

• Financial forecasting and scenario planning
• Monthly, quarterly, or annual financial statements
• Oversight of accounts receivable and payable
• Setup and improvement of accounting systems and internal controls
• Guidance on improving cash flow and profit
• Strategic tax planning and compliance (sales, use, and payroll tax)

You don’t have to be a financial expert to run a thriving business. Let us fill that gap.

• Personal bookkeeping and bill-pay for seniors and families
• No more late fees, missed bills, or financial confusion
• Compassionate, secure support tailored to life transitions
• Monthly statements and easy-to-understand summaries
• Dedicated support

When managing household bills, financial paperwork, or daily money matters becomes overwhelming, HB Advisory Group provides gentle, secure, and reliable support. Whether you’re a senior looking for day-to-day help or a family member trying to assist a loved one from afar, we’re here to bring clarity, consistency, and peace of mind.

We specialize in personal bookkeeping and bill payment services designed to ease the burden of financial management during major life transitions, including aging in place, moving to assisted living, or handling estate-related responsibilities.

• Receive, review, and organize monthly bills
• Ensure timely, accurate payments—no missed due dates or late fees
• Monitor for duplicate charges or billing errors
• Provide a monthly financial summary in easy-to-understand language
• Coordinate with adult children, caregivers, or POAs as needed
• Prioritize privacy and protection using secure systems and protocols
• Offer compassionate service with no judgment and no pressure

We understand the emotional and logistical challenges of managing finances in later life, and are here to help so you don’t have to do it alone.

• Older adults who want to simplify their financial to-do list
• Adult children supporting aging parents from a distance
• Caregivers seeking help with financial administration
• Individuals recovering from illness or going through major life transitions