Becerra Advisory: Your Trusted Accounting Partner

At Becerra Advisory, LLC, we understand that as a small business owner, your focus should be on growing your business, not getting lost in the numbers. CPA-led, we offer tailored accounting services designed to simplify your financial management. From bookkeeping and tax-ready financial statements to KPI dashboards, our subscription tiers provide the support you need to stay on top of your finances. Whatever you need, we’re here to help you navigate your financial landscape with ease.

What We Offer

Comprehensive Bookkeeping

Our bookkeeping services ensure that your financial records are accurate and up-to-date, allowing you to focus on growing your business. We handle everything from daily transactions to monthly reconciliations.

Tailored Financial Summaries

Receive monthly or quarterly financial summaries via email or call, customized to your business needs. Stay informed about your financial health without the hassle of managing the details.

KPI Dashboards

Our KPI dashboards provide you with a clear view of your business performance. Track key metrics at a glance and make informed decisions to drive your business forward.

Flexible Subscription Tiers

Choose from three subscription tiers that fit your business size and needs. Whether you require light tracking or comprehensive support, we have a plan that works for you.

Frequently Asked Questions

Do you offer audit or tax services?

No, we do not provide audit or tax services. Our focus is on bookkeeping and advisory services to help you manage your business finances effectively. However, we have a great network of CPAs we can refer you to for those needs.

How can I benefit from your subscription tiers?

Our subscription tiers are designed to fit the varying needs of small business owners. Each tier offers different levels of support, from basic bookkeeping to comprehensive financial summaries and KPI dashboards, allowing you to choose the best fit for your business.

Can I get a full refund?

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How will we communicate?

We utilize ClientHub, an all-in-one client portal where we can securely message back and forth, upload documents, send requests and more.

Let's talk!

Business Hours

Mon - Fri
-
Sat - Sun
Closed
179 Valley Hall Drive, Perrysburg, OH 43551-6927, US
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