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Client Advisory Services for Personal and Growing Businesses in Indianapolis.
OnTarget CPA offers clients accounting and consulting services to meet both personal and business needs. Whether providing start-up consulting and planning, QuickBooks and bookkeeping support, tax planning, budgeting or strategic planning, we offer a broad range of client advisory services for business owners and independent professionals.
Advisory Support Your Side to Help You Catch Problems Early
Navigating financial decisions in isolation is something no one should ever have to do. Our CPA advisory services are designed around that principle. Whether you’re weighing an expansion, a new hire, or debt restructuring, we act as your sounding board grounded in years of experience and financial data. This is just one of the many things that separates trusted advisors from a hire-once-a-year tax prepper.
It’s the standard we hold ourselves to with every single client relationship we build.
Fractional Financial Controller Services for Growing Companies
For expanding companies not yet ready for a full-time finance executive, our controller services offer a practical middle-ground solution. You get the oversight, reporting discipline, and financial controls we can provide like reconciled accounts, accurate monthly reporting, and internal checks against errors and fraud. All without the overhead of a full-time salary. It’s cost-effective way to modernize your finances as you scale, and it gives you a dedicated point of contract who knows your business as well as you do.
Accounting Advisory Services Built for Major Decisions
We also provide CPA business advisory services for owners facing pivotal moments. From succession planning, mergers or acquisition, entity restructuring, or evaluating a new line of business. These incredibly hard decisions can carry long-term consequences, and we believe you deserve a CPA in your corner who can help you model those outcomes before you commit.
Let’s help you stress-test assumptions and flag tax or legal implications you might not have considered on your own.
Your Partners in Building Financial Habits That Support Your Growth
Client Accounting advisory services work also means assisting you in building the internal financial habits that will support your sustainable growth. That includes establishing key performance indicators tailored to your specific industry, setting realistic budget targets, and creating accountability around metrics that move you forward.
We’ve worked with independent professionals and multi-location businesses alike, and while every single engagement and reason is different, the goal stays the same: fewer surprises at month-end and a clearer read on whether your numbers back up your next move.
Expert Accounting and Strategic Insight
- Financial infrastructure management
- Reconciliation of current books
- General ledger entries and maintenance
- Cash flow management
- QuickBooks services and training
- CFO Services
- Coordination with other professional advisors
- Implementation of an accounting or bookkeeping system
- Selection and implementation of advanced accounting software
- Timely turn-around for back accounting work
- Entity set up and planning
- Consulting and strategic planning
- Forecasting, bugeting and projections
- Advise on startups or investments in closely held businesses
- Registration or renewal with Secretary of State
Client Advisory Services Built for Beyond the Numbers
Running a business means juggling more decisions than any single person should have to make on their own.
Rather than waiting for tax season, we’re here to work beside you throughout the year.
Instead of being buried in spreadsheets, unsure whether your pricing supports you, or worried about cash flow gaps—let’s help you translate raw numbers into clear, actionable guidance.
We’re your partner who can help you understand the full picture, not just the books. No matter which of our services you need today, know that our team is here for the long run.
Download our checklist to make sure you are set up for success!
