Clean Books. Clear Numbers.
Better Decisions.
We support business owners organize their finances, strengthen their operations, and make better-informed decisions, with personal support you can count on.
Our Services
Bookkeeping, Advisory & Compliance Support
From catching up on your books to preparing for a bank, buyer, or state agency, we provide organized, practical financial support tailored to how your business actually runs.
Bookkeeping & Reporting
Accurate monthly bookkeeping, reconciliations, and Profit & Loss and Balance Sheet reports you can trust.
Catch-Up & Cleanup
Behind on your books or unsure about QuickBooks? We get everything current, accurate, and organized.
Business Advisory
Cash-flow and expense reviews, tax-readiness planning with your CPA, and support for key business decisions.
Compliance & Due Diligence
Business compliance, state filings, and organized documentation. Keeping your company prepared for CPAs, banks, audits, lenders, and due diligence requests.
Meet Ana Tapias
Financial Support From Someone Who Understands Your Business
Ana Tapias holds a Bachelor's degree in Business Administration and brings more than 15 years of experience across business operations, hospitality, construction, and small-business administration.
Today, through Tapias Advisory Group, she works directly with business owners to organize their finances and coordinate the documentation that CPAs, banks, and agencies require. Her approach goes beyond entering transactions: she learns how your business operates, then builds systems that support better decisions.
15+
Years Experience
3
Core Service Areas
Testimonial
Trusted by Business Owners
From organized books to ongoing compliance, we help business owners build strong financial foundations, stay on top of important filings, and make informed decisions with confidence.
Working with Ana has been a great asset to our businesses. She keeps our books organized, accurate, and up to date, while also being highly responsive whenever an immediate need arises. Her attention to detail and ability to assist with due diligence, resolve discrepancies, and coordinate financial information have been especially valuable to us. We appreciate her professionalism, reliability, and commitment to helping us stay financially organized.
Ana Maria Tapias has been a valuable part of the growth of our company. Her ability to understand our numbers, provide financial insight, and help us make informed business decisions has made a real difference. What sets Ana apart is that she goes beyond bookkeeping. She helps us understand what the numbers are telling us and brings attention to things we might otherwise miss. She is knowledgeable, detail-oriented, and genuinely committed to helping our business stay organized and make better financial decisions. I highly recommend Ana Maria and Tapias Advisory Group.
Working with Ana has been an extremely valuable experience for House of Music. Her knowledge, professionalism, and dedication helped us bring much more organization and clarity to the financial side of our business. She guided us through QuickBooks, bank and credit card reconciliations, transaction categorization, and better financial organization, while also providing practical business strategies that made a real difference in the way we manage our company. Ana also took the time to train Gilberto, making the process clear and easy to understand. Beyond her technical knowledge, Ana is trustworthy, patient, organized, and genuinely committed to helping businesses grow stronger. We are very grateful for everything she has done for House of Music and highly recommend her services.
Working Together
Support That Fits Your Business
Every business is different, so every engagement is scoped to your needs. Book a consultation and we'll recommend the right starting point and give you a clear quote.
Catch-Up & Cleanup
For businesses with books that are behind or a QuickBooks file that needs to be fixed.
QuickBooks review and cleanup
Catch-up bookkeeping for prior months
Bank & credit card reconciliations
Transaction review & categorization
Profit & Loss and Balance Sheet reports
Year-end bookkeeping preparation
CPA coordination
Monthly Bookkeeping
Ongoing bookkeeping and reporting so your numbers stay accurate and current.
Monthly bookkeeping
Bank & credit card reconciliations
Transaction review & categorization
Monthly Profit & Loss and Balance Sheet reports
Business expense organization
Owner contribution/distribution tracking
CPA coordination
Advisory & Due Diligence
Financial review and documentation support for lenders, buyers, CPAs, and state agencies.
Business financial review
Cash-flow & expense review
Tax-readiness planning & CPA coordination
Bank/lender documentation packages
Due diligence organization
State business & revenue filing support
Business purchase/sale support
Streamline Your Books. Scale Your Business.
Keep your books organized, your financials clear, and your business on the right track with reliable bookkeeping and personalized advisory support.
FAQ's
frequently asked questions
Straight answers to the questions business owners ask before they reach out.
Will you replace my CPA?
No. We work alongside your CPA. We keep your books accurate and your documents organized, so they have what they need, when they need it.
My books are months behind. Is it too late?
Not at all. Catch-up and cleanup work is one of the most common reasons owners reach out. We'll review where things stand and map the fastest path to current.
Do I need to already use QuickBooks?
No. We can set up QuickBooks from scratch or clean up and organize your existing file, whichever fits your business.
How much do your services cost?
Every business is different, so pricing is customized to your needs, whether that's a one-time cleanup or ongoing monthly support. Book a consultation and we'll recommend a starting point and give you a clear quote.
What should I prepare for the consultation?
Nothing formal. If you can, have access to your accounting software and a few notes on your biggest questions. If not, we'll work with what you have.
Do you provide tax or legal advice?
Tapias Advisory Group provides bookkeeping, business advisory, and documentation support. For tax and legal matters, we coordinate with your CPA and other licensed professionals.
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