At EPOCH Financial, we specialize in delivering high-impact accounting solutions designed for private companies navigating operational complexity, rapid growth, and evolving reporting requirements.
Whether you’re expanding into new markets, preparing for audits, or strengthening internal controls, we deliver the financial infrastructure and leadership you need to move forward with confidence.
Our services go well beyond basic bookkeeping, offering true partnership to help you maintain clarity, compliance, and control at scale.
Accounting solutions are comprehensive services that ensure your company’s financial records are accurate, compliant, and useful for decision-making. They go beyond simple bookkeeping to include analysis, reporting, and strategic guidance, supporting informed business choices.
At EPOCH Financial, we specialize in delivering tailored accounting support for companies navigating complex operations. Our expertise helps you maintain reliable financial records, optimize cash flow, and meet regulatory requirements with confidence. We work closely with your team to provide practical solutions that evolve with your business, supporting growth, acquisitions, restructuring, or day-to-day management.
Reliable financial management is essential for every company’s success. As businesses grow, their accounting needs become more complex, from multi-entity consolidations to industry-specific compliance challenges. Companies need a trusted partner who understands these demands and delivers clear, actionable insights.
Our approach combines advanced technology, industry expertise, and personalized service to streamline your accounting operations. We ensure your financial data is accurate, timely, and meaningful—empowering you to make better decisions. Whether you’re looking to improve reporting, strengthen controls, or plan for expansion, our team delivers the right strategy to support your goals.
We maintain your financial records to the highest professional standards, delivering timely, consistent data that supports confident decision-making.
Features:
1. General ledger management
2. Bank and credit card reconciliations
3. Accounts payable and receivable tracking
4. Expense classification and reporting
Gain experienced financial oversight and guidance, from day-to-day operations to long-term planning.
Our Expertise Includes:
1. Budgeting and forecasting
2. Cash management strategies
3. Board and investor reporting
4. Multi-entity consolidations
5. Internal controls design and monitoring
We deliver U.S. GAAP-compliant financial statements, ready for internal management, external audits, lenders, or investors.
Deliverables:
1. Income Statement
2. Balance Sheet
3. Statement of Cash Flows
4. Supporting disclosures when needed
We turn raw financial data into actionable planning tools to help you navigate seasonality, capital needs, and growth opportunities.
We help with:
1. Short and long term cash flow forecasting
2. Sensitivity and scenario analysis
3. Working capital optimization
4. Budget-to-actual reporting and analysis
Our disciplined month-end process ensures your leadership team always has clear, consistent, executive-ready financials.
Includes:
1. Monthly reconciliations and accruals
2. Management reporting packages with KPI dashboards
3. Departmental and consolidated reporting
4. Variance analysis and narrative insights
We help you move beyond outdated spreadsheets and systems to implement scalable, efficient financial operations.
Typical improvements include:
1. ERP setup and configuration (QuickBooks, NetSuite, Sage, etc.)
2. Chart of accounts restructuring
3. Workflow automation across billing, payroll, and expenses
4. Internal process documentation for consistency and audit readiness
If your business has outgrown basic accounting services and needs a strategic financial partner, EPOCH Financial is ready to help.
Contact us today to learn how we can support your continued growth with clarity, compliance, and control.
Built for Complexity
We understand the challenges that come with scale, from multi-entity consolidations to audit preparation and growth capital readiness. Our team designs solutions tailored to your evolving needs.
Not Just Accountants — Strategic Advisors
We partner with you to interpret your financials, refine your strategy, and strengthen internal operations. Expect clear communication, hands-on guidance, and actionable recommendations.
Responsive. Transparent. Aligned.
We act as an extension of your finance function. You can count on clear, regular updates and a shared commitment to accountability and performance.
Flexible, Scalable Engagements
Our services are designed to grow with you, whether you’re optimizing current operations or preparing for a major transformation.