Atvisor CPA — a registered CPA firm

CPA-led client accounting and finance operations support

Monthly close discipline, clean reconciliations, controller-grade process, and reporting your leadership team actually uses — led by a CPA whose work passes external audit. For companies that have outgrown basic bookkeeping but don't need a full finance department.

Client accounting and advisory services. No audit, attest, review, or compilation services.

A monthly rhythm that compounds

Stabilize the close, produce decision-ready reporting, then automate the recurring work — every month gets easier.

Infographic: a repeating monthly cycle of three stages — Stabilize (close calendar, reconciliations, ownership), Report (financials, cash, KPIs), and Improve (automation and process design) — connected by a return loop labeled "every month, faster".

every month, faster 1 · Stabilize Close calendar & ownership Reconciliations current Package expectations set 2 · Report Monthly financial package Cash & KPI visibility Budget-to-actual review 3 · Improve Automate recurring work Process & checklist design MSOFlow where it fits

CPA & CAS services

Controller-grade finance operations, delivered as a monthly service.

CAS Foundation

Monthly close cadence, reconciliations, reporting package, KPI visibility, and management review rhythm.

Controller support

Controller-level process discipline, close ownership, issue tracking, and practical finance operations support.

Close cleanup sprint

Focused cleanup for late closes, unclear schedules, stale reconciliations, or reporting packages that need structure.

Cash & KPI reporting

Cash visibility, operating KPIs, budget-to-actual reporting, and decision-ready monthly management packages.

Accounting process improvement

Close checklists, handoffs, documentation, controls-minded review steps, and recurring workflow cleanup.

Automation readiness

Prepare accounting workflows and reporting packages for automation, analytics, or MSOFlow implementation.

Audit readiness & PBC management

First-audit preparation, cleanup of problem areas, PBC list management, and day-to-day liaison with your external auditor — run by someone who has managed that relationship from your side of the table.

Technical accounting memos

Revenue recognition (ASC 606), business combinations (ASC 805), leases (ASC 842), and software cost capitalization — documented positions your auditor can review efficiently.

Inventory specialty

Absorption costing models, LIFO calculation support, excess & obsolete reserves, and physical count programs — cycle counts, or statistical counts that reduce counting effort where controls support them.

When it has to pass audit

Some accounting problems only count as solved when the external auditor signs off. That is the work this firm was built on: problem areas cleaned up to audit standard, costing models stood up under deadline, and inventory counts executed at global scale with the audit team observing.

  • First audits: readiness assessments and PBC management for growing and PE-backed companies
  • Cost accounting under pressure — including moving a venture-backed hardware startup to absorption costing to pass its audit
  • Physical inventory programs: cycle count design, or recurring statistical counts that cut counting effort when controls are present and functioning
  • Completed the AICPA’s COSO 2013 internal control certificate program

Why teams call us before the auditors arrive

Auditor-accepted — work products designed for efficient external review
Both sides — audit experience plus company-side PBC management
Count less, prove more — statistical approaches where controls allow
Deadline-tested — high-stakes execution is the specialty, not the exception

Who it fits — and what we don't do

Atvisor CPA is built for companies that need dependable accounting operations and reporting, led by a CPA who has sat in the controller and CFO seats — without hiring a full internal team.

  • Founder-led companies outgrowing basic bookkeeping
  • SaaS and technology companies needing recurring finance discipline
  • Multi-entity and multi-site operators needing consistent reporting
  • Companies preparing for lenders, investors, a transaction — or a first audit
  • Hardware and multi-entity companies with real inventory and costing complexity

To be clear about scope: Atvisor CPA does not provide audit, attest, review, or compilation services, and MSOFlow output is never CPA-reviewed or assured. Non-attest services only.

What a diagnostic covers

Close — calendar, reconciliations, bottlenecks
Reporting — what leadership gets, and when
Systems — accounting stack, spreadsheets, handoffs
Roadmap — a prioritized fix list with effort estimates

Ready for a calmer close?

A CAS diagnostic is a short, fixed-scope review of your close, reporting, and systems — with a prioritized roadmap you keep either way.