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Financial Advisory Services

With over three decades of combined experience in accounting, investment banking, business management consulting and business ownership, Horizon is uniquely positioned to deliver exceptional client value.

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How Horizon Delivers For Clients

Stop feeling overwhelmed by your financials and start putting them to work for you. With the right financial structure, strategic insight, and turnaround support, you'll gain clarity, confidence, and control — and finally feel like you're running your business, not the other way around.

Monthly Accounting

Our bookkeeping and controller services deliver accurate, timely financial reporting through comprehensive bookkeeping, precise journal entries, and a structured month-end close processes. With controller-level oversight, we provide monthly financial reports and hold review meetings to ensure your financials are clear, consistent, and aligned with your business objectives.

Fractional CFO

Our CFO-level services provide strategic financial leadership to guide key decisions, optimize cash flow, and support long-term business financial health. We leverage multiple financial models, processes and best practices in our toolkit, tailored specifically to your business, to evaluate the impacts of potential decisions, stay ahead of issues, manage capital, and minimize taxes.

Business Turnaround

Our turnaround services are designed to stabilize distressed businesses by aggressively identifying financial inefficiencies, restructuring operations, and restoring profitability. We develop a detailed 13-week cashflow forecast and debt waterfall analysis to prioritize obligations, improve liquidity, and help business owners regain control and chart a path to sustainable recovery.

Working with Horizon Pays Off

Unlock the advantages of tailored financial expertise from business owners who understand your challenges and have successfully navigated the path you're on.

Local Bookkeeper

✅ Lower Fees
❌ Outdated Technology
❌ Hard to Reach
❌ Limited Knowledge
❌ No Financial Modeling
❌ Volume based Business model

Horizon Backoffice

✅ Reasonable Fees
✅ Access to latest Technology
✅ Easy to Reach & Responsive
✅ Ample Resources
✅ Financial Modeling
✅ Curated Client Experience

Large CPA Firm

❌ Highest Fees
✅ Access to latest Technology
❌ Hard to Reach
✅ Ample Resources
❌ No Financial Modeling
❌ Volume based Business model
Our Customers

Brands that Trust us

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Become a Client

Free Consultation
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1. Let's Connect

Start by filling out the "Free Consultation" form.  We'll send you a link to a brief survey to get to know you to determine if we're a good fit. 

2. Discovery Call

If you seem like a match for our services, we'll arrange a free call to delve into your business and share insights on our approach and services

3. Tailored Proposal

If we move forward post-discovery call, we'll tailor a proposal to your business needs and set the stage for your seamless onboarding with the Horizon team.

4. Seamless Onboarding

You’ll meet your dedicated team, get acquainted with our tools, and receive any needed catch-up bookkeeping. If you're transitioning from another service, we'll guide you every step of the way.

5. Ongoing Support

Our commitment to ongoing support means regular check-ins for a tailored experience that perfectly aligns with your evolving business goals.

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Are you a fit?

As a small firm with a handful of other investments, we're in the fortunate position to be able to be very selective about who we work with and how many clients we take on.  

We expect to be at capacity in the next few months, so don't delay in connecting with us if you are unsatisfied with your company's financial performance.