ACCOUNTING • CONTROLLER SERVICES • ADVISORY • TAX
Experienced financial support for businesses and nonprofits
Flanigan Advisory provides accounting, fractional controller, advisory, and select tax preparation services. Whether you need reliable financial records, additional oversight, or help with a specific financial challenge, work directly with a CPA to define the right support
ILLINOIS-LICENSED CPA • BASED IN O’FALLON • DIRECT OWNER INVOLVEMENT
SERVICES
Reliable accounting without building an in-house finance team
Ongoing support and focused projects to strengthen your accounting, improve financial oversight, and help you make informed decisions
01
Accounting & Financial Reporting
Dependable accounting and financial information for businesses and nonprofits. Support can include bookkeeping, account reconciliations, month-end close, financial statements, and management reporting, with responsibilities tailored to your organization.
02
Accounting Cleanup & Catch-Up
Bring records current, investigate discrepancies, and establish supported account balances. Projects may include historical reconciliations, correction of accounting errors, account organization, QuickBooks setup, and a documented handoff for ongoing accounting or tax preparation.
03
Fractional Controller Services
Experienced accounting oversight without adding a full-time controller. Services can include managing the close, reviewing accounting staff’s work, resolving accounting issues, developing policies, and coordinating with management, tax preparers, and outside auditors. Available to both businesses and nonprofits.
04
Business Advisory & Financial Analysis
Use your financial information to support decisions. Project-based and ongoing assistance can include budgeting, cash-flow forecasting, budget-to-actual analysis, performance reporting, and analysis of costs, margins, or planned changes to the business.
05
Internal Controls & Process Improvement
Strengthen the processes behind your financial information. Support can include evaluating payment approvals, financial-system access, segregation of duties, reconciliations, and management review, along with documenting procedures and helping staff apply them.
06
Tax Preparation
Select tax preparation services for self-employed business owners and nonprofit organizations, including individual returns with Schedule C and nonprofit Form 990 returns. Related accounting cleanup can be scoped separately when needed. Return complexity and service fit are assessed before an engagement is accepted.
HOW WE CAN WORK TOGETHER
support that fits your organization
Whether you need ongoing accounting, fractional controller support, tax preparation, or help with a specific financial project, the engagement starts with understanding your needs.Services can be delivered directly or alongside your existing bookkeeper, accounting staff, or tax preparer.
Responsibilities, deliverables, timing, and fees are agreed upon before work begins. Each engagement is scoped to the work involved and the resources you already have.
ways to work together
Ongoing SupportRecurring accounting, financial reporting, fractional controller oversight, or advisory support with clearly defined responsibilities.A Specific ProjectFocused help with accounting cleanup, a budget or cash-flow forecast, internal controls, process improvement, audit preparation, or an eligible tax return.Support Alongside Your TeamAdditional expertise and oversight for your existing bookkeeper, accounting staff, or leadership team, with coordination alongside your tax preparer or outside auditor.
WHO WE WORK WITH
Accounting, financial oversight, advisory, and selected tax services for businesses and nonprofit organizations.
Businesses
Support for business owners and leadership teams that need dependable accounting, experienced financial oversight, or help with a specific financial challenge. Work can be project-based or ongoing, with support alongside your existing staff and outside professionals.
Accounting cleanup, reconciliations, and monthly financial reporting
Fractional controller support and oversight of the monthly close
Budgeting, cash-flow forecasting, and financial analysis
Internal controls, accounting procedures, and process improvement
Financial schedules and reporting for lenders and outside accountants
Individual tax preparation for eligible owners with Schedule C businesses
Audit readiness, supporting schedules, and coordination with your independent auditor
Interim accounting and controller support during staffing transitions
Accounting-team training, documentation, and review of existing work
nonprofit organizations
Support for executive directors, boards, and accounting teams that need reliable financial information and experienced accounting oversight. Services can strengthen your existing accounting function or provide an ongoing outside resource.
Accounting cleanup, reconciliations, and monthly financial reporting
Fractional controller support and oversight of the monthly close
Organization and program budgets, variance analysis, and board reporting
Restricted-fund accounting and related financial reporting
Internal controls, financial procedures, and process improvement
Client-side audit preparation and coordination with your independent auditor
Form 990 preparation
Interim accounting and controller support during staffing transitions
Accounting-team training, documentation, and review of existing work
How it works
A straightforward process
Clear responsibilities, an agreed scope, and practical communication keep the work moving
01
Discuss your needs
Understand the organization, existing resources, and the problem to solve.
02
Define the engagement
Agree on responsibilities, deliverables, information requirements, timing, and fees.
03
Complete the work
Complete the agreed work, communicate progress, and address questions or decisions along the way.
04
Review the results
Explain the outcome and identify any appropriate next steps.
About
Work directly with Justin Flanigan, CPA
Justin Flanigan is an Illinois-licensed CPA whose experience spans corporate internal controls, hospital-foundation finance, public accounting, and work with businesses and nonprofit organizations.His background includes financial reporting, budgeting, account reconciliations, internal controls and SOX work, audit experience, process improvement, and nonprofit Form 990 preparation.Through Flanigan Advisory, Justin provides hands-on accounting support and experienced financial oversight. Engagements can address a specific project, provide ongoing support, or complement an existing accounting team.
frequently asked questions
Can you work with our existing bookkeeper, accounting staff, or tax preparer?
Yes. Flanigan Advisory can provide additional accounting oversight, financial reporting, analysis, or project support alongside your existing team. You do not need to replace your bookkeeper or change tax preparers to work with me.
Do you provide fractional controller services to both businesses and nonprofits?
Yes. Fractional controller services are available to both businesses and nonprofit organizations. Support may include monthly close oversight, review of accounting work, financial reporting, budgeting, internal controls, and coordination with outside accountants.
Can I hire you for a specific project rather than ongoing services?
Yes. Engagements can address a defined need, such as accounting cleanup, a budget or cash-flow forecast, internal controls, audit preparation, or accounting-team training. Ongoing bookkeeping is not a prerequisite. Interim accounting and controller support may also be available, depending on the scope and timing.
What tax preparation services do you offer?
Selected tax services include individual income tax returns for owners whose businesses report on Schedule C and nonprofit Form 990 returns. Each engagement is assessed for complexity and fit. Partnership and S corporation return preparation is not offered, but those businesses can still engage Flanigan Advisory for accounting, controller, and advisory services.
Can you help us prepare for an audit?
Yes. I can help organize supporting records, prepare reconciliations and requested schedules, address accounting issues, and coordinate information with your independent auditor. This is client-side accounting and audit-readiness support, not an audit or assurance engagement.
How are your fees determined?
Fees are based on the scope, complexity, condition of the records, and level of support needed. After an initial discussion and any necessary assessment, you will receive a proposal outlining the services, responsibilities, timing, and fees before work begins.
What happens after I submit an inquiry?
I will review your message and follow up to learn more about your organization and the support you need. If the engagement appears to be a fit, we will discuss the next steps and any information needed to define the scope. If documents are required, I will provide a secure sharing method.
Contact
Let's discuss your needs
Tell me a little about your business or nonprofit and the support you are looking for. Whether you need accounting, fractional controller support, financial analysis, tax preparation, or help with a specific project, I’ll follow up to discuss your needs and the appropriate next step.
Prefer email? [email protected]
*Please do not submit Social Security numbers, bank credentials, tax documents, or other sensitive information through this form. If documents are needed, a secure sharing method will be provided.
Accounting • Advisory • Financial Clarity
O’Fallon, Illinois[email protected]
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