ASSURANCE YOU CAN TRUST.
INSIGHT YOU CAN ACT ON.
Our Services
Financial Statement Reviews & Compilations
At MG CPA and Advisory, we provide assurance services tailored to meet the needs of business owners, lenders, and stakeholders. Whether you need financial statements prepared for internal use, bank requirements, or investor reporting, our team ensures accuracy, professionalism, and clarity every step of the way.
Review Engagements
A financial statement review offers limited assurance that your statements are free from material misstatement. Through inquiry and analytical procedures, we provide stakeholders with confidence in your financial reporting without the depth of an audit. This service is often ideal for businesses that require a higher level of assurance than a compilation, but do not need a full audit.
Compilation Engagements
In a compilation, we assist management in presenting financial information in the form of financial statements without providing assurance. This service is a cost-effective solution for businesses that need professionally prepared financial statements for internal purposes or to meet basic external requirements.
Our approach focuses on clear communication, timeliness, and compliance with AICPA professional standards, giving you confidence in the reliability of your financial information.
Fractional CFO & Controller Services
Strategic Financial Leadership, Scaled to Fit Your Business
We provide expert Fractional CFO and Fractional Controller services designed to support your business through every stage of growth. Whether you're a startup building financial foundations or an established business looking to improve performance, our team delivers the high-level financial strategy and operational support you need—without the full-time overhead.
Our Fractional CFO Services include:
Strategic financial planning, budgeting and forecasting
Cash flow and liquidity management
Investor and banking reporting and relations
Financial analysis, dashboarding and KPI tracking
Our Fractional Controller Services include:
Oversight of day-to-day accounting operations
Month-end close and financial reporting
Internal controls and process improvements
Compliance and audit preparation
Support for tax return filings
We partner with you to provide clarity, control, and confidence in your financial operations. Whether you need a steady hand on the financial wheel or strategic guidance to scale, we offer flexible solutions tailored to your business needs.
Acquisition Consulting Services
At MG CPA and Advisory, we bring real-world experience to every stage of the acquisition process. Having been directly involved in 50+ transactions on both the buy-side and sell-side, our team understands what it takes to navigate the complexities of mergers and acquisitions from every perspective.
Whether you are looking to acquire a business, prepare your company for sale, or evaluate opportunities, we provide practical, hands-on guidance to help you make informed decisions and maximize value.
Our expertise includes:
Buy-Side Advisory – From financial due diligence to valuation review, we help buyers identify risks, uncover opportunities, and negotiate favorable terms.
Sell-Side Advisory – We work with owners to position their business for sale, prepare financials, and guide them through a smooth transaction process that enhances value.
Transaction Support – Assistance with structuring, deal negotiations, and integration planning to ensure long-term success after the deal closes.
Post-Acquisition Services – We help new owners with post-acquisition analysis, integration, and clean-up of accounting records, ensuring that financial reporting is accurate, consistent, and aligned with ongoing business objectives.
Our history of working alongside business owners, private equity groups, and investors allows us to see the bigger picture—anticipating challenges and creating strategies that drive successful outcomes.
At MG CPA and Advisory, we don’t just advise on deals—we’ve lived them. That experience translates into insights and results you can trust.