Trusted Accounting and Bookkeeping Support for Every Stage of Growth
CedarRock Advisory Group supports business owners with bookkeeping, customized accounting solutions, and financial expertise that helps close capability gaps and provide a strategic advantage in scaling their businesses.
Industries We Serve
At CedarRock Advisory Group, we simplify your financial operations. Our teams ensure accurate records to provide expert insights. From daily management to process optimization, we deliver clarity and efficiency to help your business thrive. We partner with businesses that generate between $1 million and $100 million in annual revenue. Our team possesses specialized expertise in the following industries:
Financial Expertise
You Can Count On
Rapid growth without adequate support can result in disorganized records, cash flow issues, lack of strategic planning, and missed opportunities.Â
Â
At CedarRock Advisory Group, we specialize in organizing your business finances. We excel at streamlining your current accounting processes and financial operations while creating a clear roadmap for future success. Whether you need a better understanding of your financial performance or you’re preparing for the next stage of your business, we offer tailored solutions that can adapt as your organization grows.
Bookkeeping Services
We ensure the accuracy of your financial records, perform reconciliations, and monitor cash flow and other key performance indicators.
Financial Reporting
We provide comprehensive financial reports and performance insights to uncover growth opportunities.
Payroll Coordination
We manage your payroll effectively so your team is paid accurately and on time.
Bill Payment Management
We streamline vendor payments and expense tracking to simplify your accounts payable process.
Invoicing & Collections
We help you maximize cash flow with timely invoicing and collections.
Fractional CFO Services
We leverage our proven financial experts to help businesses scale, enhance profitability, and position themselves for long-term success.
Audit Prep
We coordinate with your CPA audit team to organize data and provide supporting schedules and documentation as needed.
Clean Up
We review past financial records for accuracy, providing a clean set of books to guide future business decisions.Â
Sales Tax Filing
We simplify sales tax compliance by setting up systems to ensure accurate collection, reporting, and remittance across jurisdictions.
CedarRock Advisory Group StatsÂ
Established
Expert team of
Serviced
What Our Clients Value Most
Evan Seltzer,
Director of Business Development
Reliable 1 Laboratories LLC
CedarRock Advisory Group takes care of all our accounting from beginning to end on a daily basis. The workflow is outstanding. I have to say that working with them SBO has been extremely smooth.
They are willing to help in many ways and customize programs and processes according to our company’s needs.
Josef Goodman,
Managing Principal
Haussmann Acquisitions LLC
I love working with the CedarRock (formerly SBO) team. They are very dedicated professionals who take a real sense of ownership and consistently meet deadlines.
Ricardo Goldschmidt,
President & CFO
Twillory
We utilize CedarRock Advisory Group (formerly SBO) as a full-service bookkeeping partner. CedarRock handles our company’s QuickBooks, inventory reconciliations, P&L and balance sheet reporting, invoice payments, and state SALT filings and payments. The team is highly responsive and ensures that our weekly and biweekly calls run efficiently with full data reporting.
Sarah Sokolic,
Executive Director
LabShul
Working with SBO for the last 12 years has been a game-changer for our business. Their team not only keeps our financials in order but also provides valuable insights that help us make smarter decisions. They’re proactive, detail-oriented, and always available when we need them. We finally have peace of mind knowing our accounting is in expert hands
Evan Steele,
Founder & CEO
Rater 8
Your impact to rater8 has been meaningful over the last 5+ years. Personally, I appreciate your partnership and the professionalism and thoroughness of your team
The CedarRock Advantage
Clear Communication
You can expect timely responses and updates to keep you informed every step of the way.
Personalized Support
Your dedicated account team provides tailored service that fits your unique needs and easily adapts to your growth.
Customer-Focused Service
Our transparent and proactive approach ensures your finances stay on track, providing you with confidence and peace of mind.Â
Innovative Technology
We leverage trusted tools to optimize efficiency, enhance processes, and inform financial decisions.
Proven Success
We have a track record of helping businesses scale and thrive.
Integrated EOS Solutions
Our financial strategies seamlessly align with your organization’s EOS framework.
Technologies We Work With
A More Secure Financial Future
Drive your business forward with CedarRock Advisory Group.
