Bookkeeping & Financial Advisory

Clarity in
every number.

Brumley Advisory Group delivers precise, dependable bookkeeping so you can focus on what really matters: growing your business.

Monthly Reports
Always On Time
Data Security
Bank-Level Encryption
Tax-Ready Books
Year-Round
Support
Dedicated & Personal

Built for
small business

Our services are best suited for owners who are past the spreadsheet stage but not yet ready to hire in-house. This is where clean books make the difference between chaos and clarity.

Restaurants & bars Retail & boutiques Service businesses Contractors & trades Real estate investors Med spas & wellness E-commerce Professional practices Startups & LLCs Nonprofits

Services built for
your business

From day-to-day transaction tracking to year-end reporting, we handle it all with accuracy and care.

Monthly Bookkeeping

Comprehensive reconciliation of all accounts, categorization of transactions, and clean financial records delivered every month without fail.

Accounts Payable & Receivable

We track what you owe and what you're owed, keeping your cash flow healthy and your vendor relationships in good standing.

Financial Reporting

Monthly profit & loss statements, balance sheets, and cash flow reports that give you a clear picture of your business health.

Tax Preparation Support

Tax-ready books year-round so your CPA can file quickly and accurately — and so you never scramble at year-end.

Payroll Management

Timely, accurate payroll processing with proper tax withholdings, ensuring your team is paid correctly every time.

Catch-Up Bookkeeping

Behind on your books? We'll get you caught up quickly and accurately, no matter how far back you need to go.

Simple plans,
no surprises

Choose the plan that fits your business. All plans include dedicated support and a free onboarding call.

Essentials

$400/mo

Ideal for freelancers and sole proprietors with straightforward financials.

  • Monthly bank reconciliation
  • Income & expense categorization
  • Monthly P&L report
  • Email support
  • Tax-ready year-end summary
Get Started

Premium

Custom

For established businesses with complex needs or multiple entities.

  • Everything in Growth
  • Multi-entity or multi-state bookkeeping
  • Payroll (unlimited employees)
  • Custom reporting & KPI dashboards
  • Monthly advisory call
  • Dedicated account manager
Contact for Pricing

Not sure which plan fits? Schedule a free consultation and we'll help you decide.

Preston Brumley, Founder of Brumley Advisory Group

Meet Your Bookkeeper

Preston Brumley

Founder & Principal

I started Brumley Advisory Group because too many small business owners are flying blind — guessing at their cash flow, dreading tax season, and missing the kind of insight that turns a business from surviving into thriving.

With a degree in accounting and hands-on experience building cash flow projections, structuring expense categorization, and managing payroll for active businesses, I bring rigor and genuine interest to your numbers — not bookkeeping as a chore, but as the foundation of good decisions.

Education B.A. Accounting
Founded 2026
Based In Florida
100% Accuracy
Guarantee

Your finances deserve
expert hands

At Brumley Advisory Group, every business — no matter the size — deserves accurate, organized, and insightful financial records. The firm was founded on a simple idea: that trustworthy bookkeeping is the foundation of a thriving business.

You'll always work directly with your bookkeeper — no handoffs, no call centers, no junior associates learning on your dime. Just a dedicated professional who knows your numbers as well as you do.

Accuracy first — Every entry is triple-checked because your decisions depend on it.
Proactive communication — You'll never wonder about the state of your books.
Confidentiality — Your financial data is handled with the utmost discretion.

Common questions

Quick answers to the things business owners ask us most.

Is a bookkeeping service really worth the cost?
For most small business owners, the answer is yes — and not because of the books themselves, but because of what clean books give you: accurate decisions, stress-free tax seasons, fewer costly mistakes, and hours of your time back every month. The cost of a bookkeeper is almost always less than the cost of disorganized finances.
What do I need to give you access to?
Typically: read-only access to your business bank and credit card accounts, your QuickBooks (or other accounting software), and any payroll system you use. We'll walk you through exactly what's needed during onboarding, and your data is protected by bank-level encryption at every step.
How long does onboarding take?
Most clients are fully onboarded within one to two weeks. If your books need to be cleaned up or caught up first, we'll quote that separately and complete it before regular monthly service begins.
Can you work with my existing CPA or tax preparer?
Absolutely — and most of our clients prefer it that way. We keep your books tax-ready year-round and coordinate directly with your CPA at filing time, so they get clean data and you avoid surprises.
What accounting software do you use?
We primarily work in QuickBooks Online, which is the industry standard for small business bookkeeping. If you're using something else (Xero, Wave, FreshBooks), let us know during your consultation — we can either work in your existing platform or help you migrate.
What if my books are a mess?
That's exactly what our catch-up bookkeeping service is for. Whether you're a few months behind or several years, we'll get everything reconciled and accurate before transitioning you to regular monthly service. No judgment — just a clean slate.

Let's start a
conversation

Ready to get your books in order? Reach out for a free, no-obligation consultation. We'll get back to you within one business day.

Business Hours
Monday – Friday, 9am – 5pm