Exact Business Group
Modern Accounting & Advisory Services
Who We Are
Exact Business Group is a modern accounting and advisory group built for businesses that want clarity, structure, and forward-looking financial support.
We combine accurate, dependable accounting with practical, actionable insight — helping business owners understand their numbers, make smarter decisions, and confidently manage growth.
Our approach blends proven accounting fundamentals with modern systems, automation, and an advisory-first mindset. We don’t just deliver reports; we help you use your financial data to build a stronger, more predictable business.
Whether you're stabilizing operations, improving profitability, or preparing to scale, we provide the guidance and support that keeps your business moving forward.
Whether you're starting from scratch, cleaning up a mess, or ready to scale our services are designed to meet you where you are. At EB Squad, you're not just getting a bookkeeper. You're getting a financial operations partner who understands how your business really runs - and how clean books power smarter decisions.
What We Do
We provide a streamlined suite of accounting and advisory services designed to give you clarity, consistency, and confidence in your financial operations.
Modern Accounting Services
- Monthly bookkeeping & reconciliations
- Clean, accurate financial statements
- Multi-entity & multi-location support
- Project, property, and cost tracking
- Organized reporting designed for decision-making
- Ongoing cleanup, categorization, and maintenance
Tax Preparation & Year-Round Tax Strategy
- Individual & business tax preparation
- Quarterly tax planning & estimates
- Entity structure guidance
- Compliance-focused preparation
- Clear documentation and support throughout the year
Advisory & Business Guidance
- Cash flow planning & forecasting
- Profitability insights
- Budget creation and performance tracking
- Industry-specific advisory
- Operational recommendations and strategic reviews
- Support during growth, transitions, and restructuring
Financial strategy, when you're ready to grow. When it's time to raise capital, manage cash more efficiently, or plan your next move, we'll help you build a financial roadmap with numbers you can trust.
Our goal is simple:
Give you the accurate numbers and strategic insight needed to run your business with confidence.
We support owners, operators, and leaders who want reliable accounting, intentional planning, and long-term financial clarity.
We work especially well with:
Creative & Project-Based Firms
Interior designers, architects, and studios that rely on accurate job costing and clear project financials. We help organize expenses, track profitability by engagement, and create reporting that supports smarter pricing and better operational decisions.
You help clients grow their assets - but who's managing your internal financials?
We support RIAs, boutique wealth firms, and advisors with audit-ready books, SEC-conscious workflows, and reporting that helps you operate like the firm you are becoming.
Growing E-Commerce Brands
D2C and multichannel brands that need dependable financial visibility across platforms like Shopify, Amazon, and wholesale channels. We simplify COGS tracking, reconcile marketplace activity, and deliver monthly reporting that highlights margins, performance, and cash flow.
When your team is drowning in client work, your own books can fall behind - fast.
Our CPA overflow support helps you close faster, stay compliant, and reclaim bandwidth during high-volume months. We bring calm to your financial chaos, one reconciliation at a time.
Small Business Owners
Service-based and product-based companies that want integrated accounting, tax, and advisory support under one consistent process. We bring structure to their financials, streamline monthly reporting, and provide guidance that supports growth and stability.
From tracking rent across units to organizing CapEx, depreciation, and property-level P&Ls - we understand how rental portfolios operate.
We help landlords, managers, and real estate investors stay audit-ready and lender-friendly, with books built for growth.
Property & Building Managers
Owners and managers who must track finances by property, project, or unit with precision. We organize expenses, vendor activity, and monthly reporting to give full visibility into performance across each asset.
Creative businesses thrive on aesthetics - but behind-the-scenes, financial clarity is non-negotiable. We help designers, event planners, and brand studios track project profitability, organize cash flow, and operate like a polished business behind the curtain.
Wealth & Investment Advisory Firms
Boutique RIAs and advisory groups that need clean internal books, consistent reporting, and structured financial workflows. We help streamline expense tracking, organize multi-advisor activity, and deliver the clarity firms need for compliant, confident operations.
From tracking rent across units to organizing CapEx, depreciation, and property-level P&Ls - we understand how rental portfolios operate.
We help landlords, managers, and real estate investors stay audit-ready and lender-friendly, with books built for growth.
How We Work
A simple, structured approach designed for clarity and consistency:
Introductory Call
- We learn about your business, current systems, and financial challenges.
Custom Engagement Plan
- You receive a tailored monthly or annual accounting + advisory plan built around your operations.
Streamlined Onboarding
- We set up your reporting, workflows, tech stack, and communication structure for seamless monthly delivery.
Monthly Accounting & Clear Reporting
- Clean books, timely statements, and proactive communication — every month.
Ongoing Advisory & Tax Support
- We stay connected throughout the year to guide planning, monitor performance, and assist with tax strategy.
You get structure, clarity, and a long-term partner invested in your financial success.
Why Clients Choose
Exact Business Group
- Modern, reliable accounting systems
- Accurate, organized, and predictable reporting
- Integrated accounting + tax + advisory under one group
- Clear communication and professional processes
- Industry-specific expertise
- Support designed for long-term clarity and growth
Business owners choose us because they want a partner who brings order to the numbers — and insight to the decisions.
We don't just plug in transactions. We build financial foundations.
Our services aren't built to check boxes. They're designed to give business owners across industries the visibility, control, and confidence they need to grow.
Whether you're DIY-ing your books or managing a growing team, we tailor our services to support your next level - not just your current pain point.
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