Smart Financials, Done for You.
Bookkeeping, Controller, CFO, and strategic advisory Services that power your business forward.
Let us turn your numbers into insights - so you can stop crunching and start leading.
Why Businesses Trust Sophos
Lead by Experts
CPAs, M&A strategists,
and former bank executives
Exit-Ready Thinking
Specialize in transitions
and value creation
Strategic Partners
We don't just report - we help
Proactive Reviews
Monthly insights from senior advisors
Tech-Forward
Cloud platforms +AI
to automate and optimize
Clarity & Insight
Clearly explained financials - so you can focus on better decisions
Services
Tailored financial insights to move
your business forward
Accounting and advisory services designed to clarify the numbers, reveal opportunities, and provide a plan of action.
Financial
Management
Custom financial statements and metrics to ensure accurate, current reporting
Financial
Modeling
Detailed projections to
understand cash flow,
profitability, and growth
scenarios
Business
Advisory
Insights on trends, competitive bench marking, and strategic
guidance for decision making
M&A
Support
Expert financial analysis
and due diligence for
company sales and
acquisitions
Get on-demand financial expertise suited
to your needs
We turn small business financials into big business insights
With deep expertise in accounting, M&A strategy and banking, we empower business owners with the financial clarity they need to scale or sell
Why Sophos?
Lead by Experts
CPAs, M&A strategists, and former bank executives
Exit-Ready Thinking
Specialize in transitions and value creation
Strategic Partners
We don't just report - we help
Proactive Reviews
Monthly insights from senior advisors
Tech-Forward
Cloud platforms +AI to automate and optimize
Clarity & Insight
Clearly explained financials - so you can focus on better decisions
Leadership Team
Contact
Get in touch with us to learn how we can assist with your financial needs.