Confidence and Clarity.

LW Advisory is a full-service independent business administration firm; we offer stress-free management of everything back office from payroll, invoicing and bill pay to industry-leading financial strategy. As accounting experts with nearly 20 years of experience, we excel at pairing sound financial advice with modern technology. We consider ourselves successful when we can ease a busy entrepreneurs' burden and deliver practical smart, scalable solutions for their operation.

From balancing the books to assisting in your first acquisition, we've built the foundation of our practice on meeting clients where they are and helping them take the next step to scale to growth.

Form a New Company

Get everything you need to start your business. We can help you set up Formation Plans, Registered Agents, Worry Free Compliance, Operating Agreements, Annual Reports and NY Publications

Clean Up

If you aren't sure about the health of your financials, this is a good place to start. Maybe you have been too busy to learn, then set up administration and bookkeeping by yourself. Perhaps you trusted someone and discovered they weren't a good fit. This one-time service will get you caught up and give you peace of mind.

Bookkeeping

After you set up your back office, you will need ongoing maintenance with a bookkeeper. We’ll keep track of all your bank activity and make sure all your accounts are reconciled. We deliver monthly reports so that you’re better informed about yourfinancial position.

Accounting

With your own dedicated controller, these accounting services go beyond basic bookkeeping to ensure you’re investor ready. We’ll manage your more complicated financial needs, bridge the data gaps, and build complex reporting to keep your finances above board.

Human Resources

Simplify your HR and payroll. We make it easy to onboard new hires, keep track of time and pay your staff, set up benefits and insurance. It's one more thing to take of your plate and support your hardworking team.

Do you have any burning questions that you need answered? Want a sounding board to bounce ideas off of? Trying to decide if LW Advisory is right for your business? Book a 30 minute consultation.

You’re in good hands.

We’re accountants and entrepreneurs. And we’re helping people just like us build the company of their dreams with better finance and administration. It’s the most important thing we do, and it’s a part of every piece of our process, from strategy to implementation.

We are an integral part of our clients' businesses because trusting someone to manage your daily cash, pay your bills and process payroll is more than an exchange, it’s a partnership.

LW Advisory offers AICPA-preferred financial management solutions

Our skilled team members and partnership with a portfolio of products is an innovation and customer satisfaction leader in cloud financial management. AICPA-endorsed and best in class, our GAAP-compliant solutions are used by organizations from startups to public companies and we scale up as you grow.

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