Growth advisory
Monthly reviews of revenue, margin and cash so you can decide on hiring, pricing and spending with real numbers.
Accounting and growth advisory, Midtown Manhattan, NY
Bookkeeping, tax and monthly advisory for owners who want clear reporting and a partner who reads it with them.
Sample dashboardSample data
Monthly revenue
$48,200 +6.4%
Marcus Bellamy, CPAYour advisor, reviews this report monthly
Services
Bookkeeping
Categorized, reconciled and closed every month, with a clean report waiting for you.
Tax planning and filing
Returns for owners and entities, plus planning conversations before decisions are made.
Cleanup and catch-up
We rebuild messy records into a reliable base, then keep them current.
Cash flow forecasting
A rolling view of what is coming in and going out, built from your own history.
Payroll and sales tax support
Coordinated runs and filings so nothing slips between systems.
- Who we help
- Freelancers and consultants
- Restaurants and retail shops
- Creative studios and agencies
- Contractors and trades
- Real estate owners and investors
- Families with more than one income
How it works
Free consultation
A short call to understand your business and your goals.
Connect and upload
Share documents through the secure panel and connect your accounts.
Build your baseline
We clean, categorize and set up a monthly reporting view.
Review and advise
Each month we walk through the numbers and agree on next actions.
What you see each month
A short dashboard replaces the spreadsheet scramble. Every number comes with a plain sentence about what changed and what to do next.
Sample monthly reportSample data
Revenue
$48.2k+6.4%Gross margin
62%+1.8 ptsCash on hand
$31.7k+3.1%Revenue by month, sample
Secure upload
Clients drop files into a private panel and see right away what has been received and what is still needed. The panel here is a sample of how your firm's portal would look.
- Encrypted transfer
- Checklist of requested items
- Status you can follow
Client document portalSample panel, not functional
Drop files hereor browse your device
- Bank statementsReceived
- Income formsReceived
- Expense receiptsNeeded
2 of 3 items received, sample
Sample packages
Bookkeeping
Essentials
$225per month, sample
- Monthly bookkeeping
- Bank reconciliations
- Simple monthly report
- Secure document portal
Bookkeeping + tax
Core
$480per month, sample
- Everything in Essentials
- Quarterly planning call
- Business tax return
- Priority email support
Growth advisory
Advisor
$950per month, sample
- Everything in Core
- Monthly performance review
- Cash flow forecast
- Pricing and hiring analysis
Sample pricing for illustration only. Fixed quotes are provided in writing after a free consultation.
Your advisor
I started Northgate Advisory Group to bring clear reporting and honest advice to owners who were tired of guessing. You work with me directly, and every report is reviewed by me before it reaches you.
- One point of contactNo handoffs
- Monthly rhythmPredictable reviews
- Fixed quotesIn writing
Credentials and licenses would be added by the firm.
Reviews
“Everything finally lives in one place. I send documents, I get a clear answer back, and I stopped dreading tax season.”
“Patient with my questions and quick with answers. My books went from a pile of receipts to a monthly report I actually read.”
“Clear pricing, no surprises, and a person who picks up the phone. That is all I wanted from my accountant.”
FAQ
How do I send you my documents?
Through the secure upload on this page, or by phone if you prefer. This panel is a sample and shows how the real portal would be set up for your firm.
Do you work with clients outside the city?
Yes. Most of the work is done remotely, with meetings by phone, video or in person when it helps.
How much will it cost?
Packages on this page show sample pricing. After a short free consultation you receive a fixed quote in writing before any work begins.
Can you take over from my previous accountant?
Yes. We request prior records with your permission and set up a clean starting point.
What if I get a notice or have a question during the year?
Get in touch any time. Reach out and we will review it with you and explain the options before anything is sent.
Tell Marcus Bellamy, CPA where your business stands today. Northgate Advisory Group, Midtown Manhattan, NY.