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Ailey, Cantor & Associates

Integrity

Expertise

Personal Service

 

Personalized Accounting and CFO services firm with capabilities and quality of service of a large firm.

Ailey, Cantor & Associates is a smaller accounting and CFO services firm with capabilities and quality of service of a large firm. We assists businesses and individuals prosper – from startups and established businesses, to individuals who demand expertise know-how, we focus on all of your financial management and tax planning and preparation needs. We specialize in managing the financial end of your business from bookkeeping and CFO services to tax planning and preparation. Our expertise ranges from multi-million-dollar high net worth individuals and business entities in various industries to small businesses and an individual’s everyday needs. We service clients all over the continental U.S., as well as clients with international needs worldwide. Each of our clients receive individualized and customized guidance. Our commitment to our clients and our experience allow us to deliver the personal attention and expert analysis that you deserve

 
 

Areas of Expertise


 Our business clients receive individualized bookkeeping and CFO services because every business has its unique considerations and requirements. We focus on helping you effectively manage and operating a successful business.

Ailey, Cantor & Associates will execute all of your daily back office bookkeeping services, assist on financial reporting and analysis, and provide accounting, tax and financial advisory services. We are here to ensure your continued success.

Our team of experts, will provide your business with detailed financial reports including:

  1. Balance Sheet

  2.  Income Statement (Profit & Loss)

  3. Cash flow Reports

  4. Statement of Shareholder equity

  5. Trust Accounting Reconciliation

  6. Depreciating equipment properly

  7. Entity selection

  8. Optimal profit split

  9. Proper tax distribution among entities, and more.



Small Business & Mid-sized businesses, Start-ups, and more…..

Our diverse professional experience and our own personal growth story contributes to the unique appreciation we have for small businesses of all kinds. We pay special attention to start-ups, independent contractors, photographers, actors, graphics designers, performers, inventors, advertising agencies, engineers and others in the artistic fields.

We take personal satisfaction in assisting small business and independent contractors in all aspects of their accounting and bookkeeping needs including: monthly close, quarterly filings, financial planning and analysis, tax compliance, employee payroll and more.

Our experts will identify opportunities, point out issues, and provide effective solutions to your business and provide you with the following:

  1. Creation of annual budgets, with monthly or quarterly basis.

  2. Preparation of monthly financial packages including budget to actual comparison, variance analysis, and KPI dashboards.

  3. Financial modeling and analysis including rolling forecasts and cash flow optimization.

  4. Long Term financial forecasting and hypothetical analysis.

  5. Back-Office bookkeeping functions including accounts payables and receivables, payroll, credit card payments, reconciliations, and month-end close.

  6. Sales tax filings

  7. Payroll Services

  8. Selecting the correct tax structure

  9. Choosing the proper legal entity

  10. Tax consulting and compliance

  11. R&D tax credits

  12. Tax accounting methods

  13. Multi-state income and franchise taxes

  14. State nexus and apportionment

  15. Executive compensation & more


Don’t ever let your business get ahead of the financial side of your business...Know your numbers.
— Tilman J. Fertitta

Restaurants, Bars, and Breweries

Our industry specialists understand that restaurants, bars, and breweries have many complex factors that need a distinctive focus and attention including: proper tip reporting, employee versus independent contractor status issues, wage and hour analysis, sales tax audits, FICA tip credit claiming, charging proper use tax on comps, cash flow and inventory management, bookkeeping and more. Our experience an know-how will deliver cost control benefits and a competitive advantage for continued growth and success.


LaW firms

As your law practice grows, you may find it difficult to handle the day to day bookkeeping and long term strategic tax and financial decisions you will need to take. Hiring a bookkeeper or full time accountant entails a significant investment of time and resources. Instead, you can turn to Ailey, Cantor & Associates to provide pristine bookkeeping and accounting services for sole practitioners, and multi-partner law firms.

Healthcare and Healthcare services Industry

Successfully harnessing the expertise of a skilled CFO and accountant is crucial for your organization's prosperity. Running a healthcare services business involves overseeing numerous tasks, including internal and external staffing analysis, monitoring marketing cost and returns, projecting future growth and KPI analysis. Moreover, our firm will assist in overseeing cash flows, maintaining liquidity, and ensuring stability.

BUSINESS STRATEGY

Our business clients receive individualized tax planning, bookkeeping and financial planning advice because every business has its unique tax considerations and requirements. We focus on helping you effectively manage and operating a successful business.

Ailey, Cantor & Associates will execute all of your daily back office bookkeeping services, assist on financial planning and analysis, and provide accounting, tax and financial advisory services. We are here to ensure your continued success.

 

 
 

 
 

Let's Chat.

Use the form below to contact us regarding your accounting and/or financial inquiry. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.