Our role is preparation and support. Nexus is not a CPA firm and does not hold a CPA designation. We prepare bookkeeping records and draft materials; your independent CPA handles professional review.
FIND YOUR STARTING POINT
Support for the details. Space for the bigger picture.
Running a business generates a constant flow of transactions, receipts, invoices, and questions. The Nexus Advisors helps organize that activity into a workable monthly routine, so your records stay useful and your independent CPA has a clearer starting point for professional review.
Behind on bookkeeping or unsure why an account does not reconcile? The Nexus Advisors helps organize the records, identify bookkeeping gaps, and work through an agreed cleanup plan. We prepare the groundwork and supporting schedules for review by your independent CPA.
Give your month-end process a clear starting point. The Nexus Advisors organizes bookkeeping records, prepares reconciliations, and assembles draft reports and schedules so your independent CPA can review the work within the engagement you arrange with them.
Keep your bills and invoices organized with administrative bookkeeping support from The Nexus Advisors. We help maintain a usable record of due dates, recorded payments, and open balances while your business retains control of payment and collection decisions.
Bring defined bookkeeping work into a clear handoff. The Nexus Advisors prepares records, reconciliations, and supporting schedules under an agreed scope, giving your firm organized groundwork for its own professional review and client deliverables.
Your business type, current accounting system, the periods involved, and a general description of what you need. Save financial documents, account numbers, and login details for the agreed access and record-sharing process.
Can we start with a project and discuss monthly support later?+
Yes. We can discuss a defined cleanup or preparation project first, then consider recurring bookkeeping separately. The appropriate scope depends on the condition of your records, the work required, and the information available.
Does Nexus provide CPA, tax, audit, or assurance services?+
No. The Nexus Advisors is not a CPA firm and does not hold a CPA designation. Our services are bookkeeping and accounting support only. Your independent CPA handles professional review and any separate tax or assurance engagement. We do not certify or independently review financial statements or file tax returns.
START WITH A CONVERSATION
Tell us what needs a little more clarity.
Share your business type, current accounting system, and the support you need. We can discuss the scope, records, and next steps together.