Business Owners

Small Business Solutions

Running a company is complex. Top Series Advisors handles the financial engine, data, tax, and reporting, so you can focus 100% on innovating and scaling

Accounting and Transaction Support

Our clients rely on us for clear financial records and dependable support in critical moments. 

  • CFO Advisory


  • Accounting and Bookkeeping


  • Financial Review, Reporting, and Compilation


  • General Ledger Cleanup and Organization


  • Growth Trends & KPI Reporting


  • Payroll processing and compliance reporting


  • Quality of Earnings


  • M&A Consulting


  • Industry and Market Research


Tax Planning and Compliance

Our clients view us as their year-round tax partner, not just a year-end filer. 

  • Federal and state income tax preparation


  • Quarterly estimated tax filings


  • Year-round advisory on tax strategies


  • Credit and deduction identification


  • Entity structure and compliance support

Frequently Asked Questions

  • What services does Top Series Advisory provide?

    We assist our clients with fractional CFO, accounting and transaction support, and tax planning and compliance. Our work ranges from monthly reporting and reconciliations to quality of earnings (QofE) reviews for M&A.

  • How does Top Series Advisory structure pricing for services?

    We use transparent, fixed-fee pricing so clients know exactly what to expect.


    Accouting and Bookkeeping:


    • $500–$700 per month for businesses under $1M in annual revenue 
    • $800–$1,200 per month for businesses between $1M and $3M 
    • $1,300–$2,000 per month for businesses over $3M

    Business Tax Services:


    • $1,200–$2,000 annually for businesses under $2M in revenue 
    • $1,700–$4,000 annually for businesses over $2M

    QofE Reviews:


    • Pricing depends on engagement size, but we typically deliver for under $15,000

    CFO Advisory:


    • Pricing depends on tailored needs and solutions

  • Do you provide support for M&A transactions

    Yes. We assist buyers, sellers, and investors with quality of earnings (QofE) reviews, due diligence, and financial reporting. Our team also brings direct experience as transaction participants ourselves, having gone through acquisitions in recent years. That perspective shapes how we approach QofE reviews, with a practical understanding of what buyers and sellers really care about.

  • How does Top Series Advisory approach tax planning?

    We assist our clients year-round, not just at filing time. From quarterly estimates to credits and deductions, our focus is on keeping businesses compliant while minimizing their tax burden.

  • What does year-round support look like?

    Our clients stay in touch with us throughout the year. We provide monthly financials, check-ins on cash flow, and proactive tax planning, so there are no surprises when it comes to lenders, investors, or the IRS.

  • What is your team's experience and qualification?

    Top Series Advisory is led by a CPA licensed in Massachusetts, with prior experience at a Big Four accounting firm and an elite boutique investment bank advising both corporations and high-growth startups. Our team combines public accounting expertise with transaction support and audit experience, giving us the range to handle everything from monthly books to and M&A due diligence.