Business Details
Your Trusted Virtual Accounting & CFO Partner
Advantage Pro delivers expert virtual accounting and CFO services, combining decades of financial expertise with personalized client partnerships. Our team specializes in bookkeeping, forensic accounting, financial forecasting, and project management, serving businesses of all sizes nationwide. With certifications as QuickBooks ProAdvisors and Project Management Professionals, we focus on translating complex financial data into actionable strategies for sustainable growth. Our proven track record includes saving clients millions through process optimization and strategic planning, while maintaining strict compliance and data security. We prioritize clear communication and tailored solutions, ensuring clients understand their financial health and make informed decisions. Backed by experience with major corporations like Kodak and Excellus, we offer scalable services for small businesses and Fortune 500 companies alike.Our virtual model eliminates geographical barriers, providing accessible expertise to clients in Tampa, Rochester, NY, and beyond. Committed to continuous improvement, we partner with industry experts and invest in staff training to deliver cutting-edge financial solutions. From cleaning historical accounting records to implementing predictive financial models, we address both immediate needs and long-term objectives. Our client-centric approach emphasizes transparency, reliability, and measurable outcomes, fostering trust through consistent results. As a virtual partner, we combine technological efficiency with personalized attention to help businesses achieve financial clarity and success.
Services
Bookkeeping
Virtual Controller
Project Management
Forensic Accounting
Financial Forecasting
Highlights and features
- Certified experts in QuickBooks and Project Management
- Proven success with Fortune 500 clients like Kodak and Xerox
- Virtual services available nationwide with personalized approach
- Specialized in forensic accounting and predictive financial modeling
- 30%+ annual sales growth achieved for clients through process optimization
Associations and certifications
- QuickBooks ProAdvisor
- Project Management Professional (PMP)
What people say
Saved millions
Expert problem solving
Transparent communication
Certified professionals
Scalable solutions
Services
Bookkeeping
Our bookkeeping service maintains accurate financial records through systematic data entry and reconciliation. We manage accounts receivable, accounts payable, and monthly closings while ensuring compliance with financial standards. This foundational service supports informed business decisions through up-to-date financial reporting.
Virtual Controller
As virtual controllers, we provide strategic financial oversight including cash flow management, compliance monitoring, and procedural improvements. Our team implements secure payroll systems and optimizes financial processes to enhance operational efficiency for businesses of all sizes.
Forensic Accounting
Our forensic accounting identifies financial irregularities through detailed transaction analysis and system audits. We implement corrective measures, train staff on proper procedures, and establish controls to prevent future discrepancies while ensuring tax compliance.
Project Management
Certified PMP professionals lead project implementations using structured methodologies to improve financial operations. We identify inefficiencies, develop strategic plans, and execute process improvements that have saved clients millions annually through better resource allocation.
Financial Forecasting
Using historical data and statistical models, we create financial forecasts to guide business strategy. Our high-low cost estimation and regression analysis help businesses anticipate expenses, optimize budgets, and make data-driven growth decisions.
People
David Cobrin
Founder & Lead Consultant
Certified PMP and QuickBooks ProAdvisor with extensive experience in financial strategy and process improvement. David has helped organizations like Kodak and Excellus achieve millions in savings through forensic accounting and strategic planning.
Questions
What accounting services do you offer?
We provide bookkeeping, forensic accounting, financial forecasting, virtual controller services, and project management tailored to business needs.
How do virtual accounting services work?
Our secure remote platform allows real-time financial management, including bookkeeping, reporting, and strategic planning from any location.
Are your accountants certified?
Yes, our team includes QuickBooks ProAdvisors and Project Management Professionals with proven industry expertise.
Which industries do you serve?
We work with businesses across sectors including healthcare, technology, manufacturing, and non-profits nationwide.
How do you handle financial forecasting?
Using regression analysis and historical data, we create predictive models to guide budgeting and strategic decision-making.
