Accounting · Business Tax · Individual Tax · Bookkeeping · Fractional Controller · Non-Profit
Peritus Advisory provides strategic accounting, tax planning, and fractional CFO/controller services — so you have the clarity to grow with confidence.
What We Do
From daily bookkeeping to strategic tax planning and fractional controller services, we bring the rigor of a large firm with the accessibility of a trusted partner.
Clean books, reliable reporting, and full-cycle accounting that keeps your business running smoothly and your stakeholders informed.
Proactive, year-round tax strategy for businesses of all sizes — minimizing liability, ensuring compliance, and keeping you ahead of deadlines.
Comprehensive individual tax preparation and planning — from straightforward returns to complex compensation structures and investment portfolios.
Senior financial leadership on your terms. We embed with your team to oversee reporting, controls, and strategy — without the full-time overhead.
Accurate, timely bookkeeping that keeps your records clean, your cash flow visible, and your business ready for tax season — year round.
Specialized financial support for non-profit organizations — from compliance and audit readiness to strategic planning and real-time reporting tools that keep your board informed and your mission funded.
Why Peritus
Your work is handled by experienced professionals — not passed down the chain. You get direct access to the people who know your file.
We flag issues before they become problems and bring ideas to the table — not just answers to questions you already knew to ask.
Whether you're a growing startup or an established business, our engagements are scoped to match your actual needs and budget.
How It Works
We learn about your business, your goals, and where things stand today — no pressure, just a conversation.
We scope a plan that fits your needs and your budget, with clear deliverables and timelines.
We get access to your systems, review existing records, and establish a rhythm that works for your team.
Regular reporting, proactive communication, and strategic guidance as your business grows and evolves.
Get in Touch
Tell us a little about what you're looking for. We'll follow up within one business day to schedule a free consultation.