Bookkeeping · Tax · CFO

Your books, taxes, and strategy — handled.

Bayview Advisory Group gives growing businesses one trusted team for bookkeeping, tax, and CFO-level guidance — so you can stop juggling spreadsheets and get back to running your company.

CFO-led · 15+ years’ experience
Books: up to date
Your Financial SnapshotThis month
Revenue
$142k▲ 12%
Net Profit
$38k▲ 9%
Taxes: on track

We work inside the tools you already use

QuickBooks, Xero, Stripe, or your current setup — we plug into your systems, so there's no migration headache and no disruption to how you already work.

QuickBooks Xero NetSuite Sage FreshBooks Stripe Square PayPal Shopify Gusto ADP Paychex Rippling Bill.com Ramp Brex Expensify Mercury

Not seeing your software? Just ask — we likely support it.

One team, everything

One firm for your books, your taxes, and your big decisions

Most owners stitch together a bookkeeper, a tax preparer, and a spreadsheet they don't trust. We bring it under one roof — accurate monthly books, proactive tax work, and a CFO's read on what the numbers actually mean.

Simplify your finances →
Proactive tax

Stop overpaying at tax time

Tax shouldn't be a once-a-year scramble. We plan year-round — entity structure, deductions, estimated payments — so there are no April surprises and you keep more of what you earn. We handle the filings end to end.

Plan ahead on tax →
CFO insight

The judgment of a CFO, without the full-time cost

Beyond clean books, you get someone who's sat in the CFO seat — reading cash flow, margins, and runway, and telling you in plain language what to do next. It's the difference between recording history and steering the business.

Get CFO guidance →
Our Services

Everything your business needs, in one place

Pick the piece you need today, or hand us the whole stack. Either way, it's one team that knows your numbers.

Foundation

Bookkeeping

Accurate, up-to-date monthly books and clean financial statements — so you always know where you stand.

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Compliance + savings

Business Tax

Year-round planning and filing — fewer surprises, smaller bills, and full compliance.

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Strategy

CFO Advisory

Cash flow, forecasting, and the strategic read of a seasoned CFO — for a fraction of a full-time hire.

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Payroll

Payroll & More

Reliable payroll and the day-to-day financial admin that quietly eats your week — off your plate for good.

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Industries We Serve

Specialized expertise in health, wellness & HealthTech

Beyond core accounting, we bring deep, industry-specific finance experience to the businesses we know best.

Healthcare

Behavioral Health & Therapy

ABA, speech, OT, and mental-health practices — revenue cycle, payer mix, and staff productivity.

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Technology

HealthTech & SaaS

EHR, billing, and B2B SaaS — SaaS metrics, ASC 606, and investor-ready reporting.

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Healthcare

Pediatric & Autism Services

Developmental and multidisciplinary clinics — utilization, reimbursement, and expansion modeling.

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Wellness

Wellness, Fitness & More

Integrative health, boutique fitness, MedSpas, and niche medical — unit economics and growth.

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See all industries →

Not sure what you need? Let's figure it out together.

Book a free 30-minute consultation. We'll look at where you are, tell you straight what would actually help, and you decide from there — no pressure.

Book a Free Consultation

Let's get your finances working for you.

Serving South Florida & clients across North America · connect@bayviewadvisorygroup.com