Services

Our Services

Financial Services Built to Save You Time & Help You Grow

At PMF Advisory, we offer strategic, hands-on financial services for small business owners who want to stop stressing over accounting and start focusing on growth. We tailor every service to your specific needs — with no fluff and no wasted time.

Virtual CFO Support

Get big-picture financial guidance without the cost of a full-time CFO. Perfect for growing businesses that need strategy and planning.

Business Advisory

We help you make smarter decisions with cash flow planning, budgeting, and strategic financial advice tailored to your goals.

Monthly Accounting

Accurate, organized, and up-to-date records every month. So you always know where your business stands and achieve your goals.

Payroll Management

We simplify payroll with full support — using platforms like Gusto, Intuit, or your local provider — so your team gets paid correctly and on time.

Tax Preparation & Filing

Handled by an IRS Enrolled Agent, our tax services ensure compliance, maximize deductions, and eliminate surprises.

Custom Financial Solutions

Whether you need help cleaning up your books or building reports for investors, we create solutions around your business needs.

Financial Foundations

Keep your business organized, compliant, and financially healthy.

Every successful business starts with strong accounting systems. Our foundational services are built to handle the financial tasks that keep your business running — from monthly accounting and payroll support to accurate, timely tax filing. Whether you’re starting fresh or cleaning up, we ensure your financials are structured for success.

Strategic Advisory

Turn your financial data into clear, confident decisions.

Numbers alone don’t drive growth — strategy does. Our advisory services are designed to help you understand your financial position, improve your decision-making, and stay ahead of challenges. From cash flow planning to budgeting and pricing strategies, we help you build a stronger financial future.

Leadership-Level Insight

Expert guidance without the full-time CFO cost.

As your business grows, financial decisions become more complex. Our Virtual CFO services give you the leadership and insight of a CFO — without the overhead. From financial reporting and forecasting to executive-level planning, we provide the clarity and structure you need to scale with confidence.

Virtual CFO Services

Strategic financial leadership without the full-time CFO cost.

Financial Reporting

Clear reports and key metrics that guide better decisions.

Quarterly Strategy Reviews

Focused check-ins to align your goals with your numbers.

Take Accounting Off Your To-Do List — For Good

From day-to-day accounting to long-term strategy, we’re here to help you win with your numbers and take back your time.

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