Smart Financial Solutions. Stronger Business Decisions.

Donnelly Advisory Group
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Donnelly Advisory Group
Home
About
Contact Us
FAQs
Services
Resources
More
  • Home
  • About
  • Contact Us
  • FAQs
  • Services
  • Resources
  • Home
  • About
  • Contact Us
  • FAQs
  • Services
  • Resources

Our Services

Expert Solutions Tailored to Your Business

 Managing finances effectively is crucial for business success. At Donnelly Advisory Group, LLC, we provide comprehensive financial services designed to streamline operations, enhance profitability, and ensure compliance .

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Accounting Services

Keep your financial records organized and compliant with accurate reporting and reconciliation. :


  • General Ledger Maintenance – Keep your financial records accurate and up to date.
  • Financial Statement Preparation – Gain clear insights into your business performance.
  • Account Reconciliation – Ensure financial accuracy and prevent discrepancies.
  • Fixed Asset Management – Track and manage your business assets effectively.
  • Monthly/Quarterly/Annual Reporting – Get comprehensive financial reports for better decision-making.

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Bookkeeping Services

 Efficient bookkeeping to maintain financial clarity and ensure smooth day-to-day operations.

  • Accounts Payable & Receivable – Manage payments and collections seamlessly.
  • Payroll Processing – Ensure timely and compliant payroll management.
  • Bank Reconciliation – Keep your financial transactions in balance.
  • Bookkeeping Cleanup – Organize and optimize your financial records.
  • QuickBooks Setup & Training – Learn to manage your finances with ease.

Consulting Services

Expert financial guidance to help businesses grow, plan strategically, and manage cash flow.

  • Business Advisory – Expert guidance to help your business grow.
  • Financial Forecasting – Plan ahead with accurate financial projections.
  • Strategic Planning – Develop long-term strategies for success.
  • Cash Flow Management – Optimize cash flow for stability and growth.
  • Succession Planning – Secure your company’s future with structured transitions.

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HR & Payroll Services

Comprehensive HR and payroll solutions to streamline workforce management.

  • Employee Records Management – Maintain accurate HR documentation.
  • Payroll Administration – Ensure smooth payroll processing.
  • Compliance with Labor Laws – Stay aligned with legal requirements.
  • Benefits Administration – Manage employee benefits effectively.
  • HR Policy Development – Create structured HR policies for your business.

Diagnostic Services

Assess financial health, identify risks, and improve operational efficiency.

  • Financial Health Reviews – Assess and improve your financial standing.
     
  • Operational Efficiency Analysis – Identify areas for cost-saving and optimization.
     
  • Compliance Audits – Stay ahead of regulatory requirements.
     
  • Risk Assessment – Mitigate financial risks and protect your business.

Call Now: 765-987-87

Let’s Talk

Executive & CFO Services

High-level financial leadership to drive growth, stability, and investor confidence.

  • Interim CFO Services – Temporary leadership for financial stability.
  • Financial Management – Oversee and optimize financial operations.
  • Budget Creation & Monitoring – Develop and track effective budgets.
  • Capital Structure Advice – Get expert insights on funding and investments.
  • Investor Relations Management – Strengthen relationships with stakeholders.

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Budgeting & Forecasting

 Optimize your financial strategy with precise budgeting and forecasting. We help businesses track performance, plan for growth, and adapt to market trends. Our variance analysis identifies financial gaps, while profitability analysis ensures maximum revenue and efficiency, setting your business up for long-term success 

Start Your Financial Journey

How We Work?

 Our streamlined process ensures expert financial management, from assessment to execution, helping your business stay efficient and profitable. 

Understand & Assess

Understand & Assess

Understand & Assess

 We analyze your financial needs and create a strategy tailored to your business goals. 

Execute & Optimize

Understand & Assess

Understand & Assess

 Our team implements solutions, streamlines processes, and ensures compliance for efficiency. 

Monitor & Grow

Understand & Assess

Monitor & Grow

 We track progress, adjust strategies, and support your long-term financial success. 

Make Informed Decisions with Expert Support!

Contact Us TodayLet’s Grow Together

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