Annex accounting and advisory

Accounting & Advisory

Clear financials that drive better decisions.

We provide clean, accurate, and timely financials, giving you the clarity and direction to run your business with confidence.

Accounting & advisory for growing businesses

About Annex

Financials should do more than check a box.

"Annex" means addition or extension, and that is exactly how we operate. We integrate with your team, your systems, and your workflows to deliver clean, accurate, and timely financials you can rely on.

Annex is an accounting and advisory firm that provides bookkeeping, accounting, and advisory services for growing businesses.

Our approach combines bookkeeping, controller oversight, and CFO advisory into one cohesive system, so you get consistent reporting, clear visibility, and ongoing support without having to build it internally.

For some clients, that means handling everything so they do not have to think about it. For others, it means providing the insight and support needed to help grow and improve the business.

Our goal is simple: provide financial clarity that drives better decision-making. No noise, no unnecessary complexity. Just clear numbers, consistent reporting, and practical guidance you can actually use.

What We Do

Services built around your business

We focus on building and running a finance function that works, consistently, accurately, and without friction.

01

Bookkeeping

  • Transaction categorization
  • Bank and credit card reconciliations
  • Chart of accounts structure and cleanup
  • Monthly close process

02

Financial Reporting

  • Monthly financial statements
  • Custom reporting as needed
  • KPI tracking
  • Budget vs. actuals

03

Controller Services

  • Accrual accounting (revenue, prepaids, accruals)
  • Month-end close management
  • Financial review and adjustments
  • Process improvement

04

CFO Advisory

  • Cash flow planning and forecasting
  • Budgeting and financial modeling
  • Profitability and margin analysis
  • KPI development
  • Decision support

05

Accounts Payable & Receivable

  • Customer invoicing
  • Bill pay workflows and approvals
  • Vendor management support
  • Cash flow visibility

06

Payroll Support

  • Payroll system setup and support
  • Processing through platforms like Gusto
  • Wage and deduction tracking

07

Tax & Audit Support

  • Financials organized and ready for tax filing
  • Ongoing coordination with your CPA
  • Audit support and documentation
  • Clean, audit-ready books

We do not provide tax preparation or audit services.

Contact

Let's talk about your business

Fill out the form and we will be in touch within one business day.

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Website

annexhq.com

Response Time

Within one business day

What to Expect

A direct, no-pressure conversation about your business and how we can help. No commitment required.

Our Approach

No noise, no unnecessary complexity. Just clear numbers, consistent reporting, and practical guidance you can actually use.