Your finance team, not just a bookkeeper.
Aureus Advisory is a collective of finance professionals with 30+ years of combined experience across telecom, satellite, programming, retail & merchandising, food service, and hospitality. We keep your books, think ahead as your financial strategist, and work directly with your CPA — so you always know where your business is heading.
"We plug in wherever the gap is — books, strategy, or both."
As hands-on or as strategic as you need us
Bring us in to run the day-to-day, think three moves ahead with you, or both — scoped around where your business is right now.
Financial Strategy & Forecasting
Budgets, forecasts, and scenario planning built around where you actually want the business to go next.
Bookkeeping & Month-End Close
Clean books, closed on a real cadence, so every report you look at reflects where the business stands today.
CPA Collaboration & Tax-Ready Financials
We keep the books your CPA actually wants to see — coordinated year-round, not scrambled together every April.
Cash Flow & Growth Planning
Visibility into what's coming, so growth decisions — hiring, inventory, expansion — are made on real numbers.
We are not licensed tax professionals and cannot provide guidance on tax strategy. We collaborate with your CPA to ensure financial statements and support are accurate.
A finance team that's already seen your industry
Aureus Advisory Services is a collective, not a single generalist — 30+ years of combined experience across telecom, satellite, programming, retail & merchandising, food service, and hospitality. Whatever stage your business is at, chances are someone on the team has already closed the books for something like it.
We plug in as your books-and-close team, your financial strategist, or both, and we work directly with your CPA so nothing falls through the cracks between bookkeeping and tax season.
Industries we know
How working together actually feels
A real conversation first
We start by understanding where your business actually is — not a generic onboarding form. What's working, what's a scramble every month, what you wish you had visibility into.
We plug into your systems
Close, strategy, or both — we work inside the tools you already use, alongside your team and your CPA, not in a black box you have to translate.
You always know where you stand
Regular, plain-language check-ins instead of a spreadsheet dumped in your inbox once a quarter.
Ready for a finance team, not just a bookkeeper?
Tell us where the business is today and where you want it to go — we'll follow up with what a team like this could take off your plate.
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