How we help

Finance Support that Grows With your Business

Running a business is hard enough without worrying about bookkeeping, payroll, bills, invoices, and financial reporting. Klamath Advisory provides practical financial support that helps business owners stay organized, understand their numbers, and make better decisions.

Whether you're launching a new company or managing an established business, our services are designed to become an extension of your team—not just someone who reconciles your bank account each month.


Full Charge Bookkeeping

Accurate books are the foundation of every successful business.

We keep your financial records organized, current, and ready whenever you need them.

Services Include

  • Monthly Bookkeeping

    • Processing daily transactions

      • Ensuring they are categorized correctly

    • Account Reconciliations

    • Monthly Financial Reports

  • Financial Statement Preparation

    • Profit and Loss Statements

    • Balance Sheets

    • Cash Flow Reports

    • Budgeting and Actual comparisons

    • Customized reports tailored to your specific industry and business

  • Administrative Support

    • Document Management

    • Insurance paperwork

    • Permit fillings

  • Year end CPA-Prep

    • Coordinating with CPA

      • All info your CPA needs packaged neatly come tax time

      • Making sure we post all adjusting entrie

    • Setting a lock date on the books to prevent changing information that has already been reported on your tax return

  • Accounts Payable and Receivable management

    • Vendor Bill management

    • Customer Invoicing

    • Payment Tracking

    • Collections Support

  • Payroll Support

    • Payroll Processing

    • Employee onboarding support

    • Prevailing wage

  • Clean up and Catch-Up bookkeeping

  • Business Advisory

    • Startup Guidance

      • Accounting Software setup

    • Business process improvement

    • Financial Planning

    • Pricing Strategies

Industries Served

  • Contractors

  • Manufacturers

  • Food Service

  • Homeowner Association

  • Health Care Providers

  • Cannabis

  • Agriculture

  • Always willing to learn something new!