Who We Are
At 5K Advisory, we believe accounting isn’t just about the past — it’s about the future. Based in Philadelphia, we’re a team of proactive financial professionals who partner with growing businesses to provide virtual accounting, bookkeeping and advisory services that actually move the needle.
Our Mission
We exist to empower business owners with clear, accurate financial information and strategic insight that drives actionable results. We handle the numbers so you can lead your business. Our mission is to remove the complexity of finance and accounting from your internal workflow, and deliver back accurate, timely, meaningful reports so you can confidently scale.
What Sets Us Apart
Remote + Virtual Model: We leverage cloud-based tools and secure online workflows to serve clients anywhere — no geography required.
Strategic Mindset: Instead of just “keeping the books”, we act as a strategic partner: we analyze your data, flag opportunities, highlight risks and guide decision-making.
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Tailored for Small & Growth Firms: Our sweet spot includes startups, professional services firms, family-owned companies and businesses that want to outsource accounting and get CFO-level thinking without the full hire.
Technology Driven: We utilise best-in-class accounting software (Xero, QuickBooks Online, etc) and modern workflows to deliver accuracy, speed and accessibility.
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Philadelphia Roots, National Reach: We are founded and operate in Philadelphia, but our clients span the U.S. We deliver the same professionalism you’d expect from a local firm — with remote efficiency.
Our Services
Virtual bookkeeping & accounting
Monthly financial statements & dashboards
Cash flow forecasting & budgeting
Controller / outsourced CFO services
Business systems setup and process automation
Tax-ready accounting and year-end preparation
Advisory for growth: helping you interpret your numbers and act smartly
Our Commitment to You
When you choose 5K Advisory, you’re choosing a partner you can trust. We commit to clear communication, timely delivery, transparency in fee structure and actionable insight. Our goal is to free you from your books so you can focus on your business—and still have full confidence in your financial operations.
