Business Advisory Services

Our loyalty to our clients has enabled the firm continued growth and success at establishing and maintaining long term professional relationships. Through these long term relationships, we are able to better understand our client’s needs, and adapt services to their needs.

From planning and conception to maintenance and growth, we are here to help your organization succeed. We provide, but are not limited to, the following business advisory services:


Mann, Urrutia, Nelson CPAs performs peer review services under the American Institute of Certified Public Accountants Peer Review Program in which we evaluate other CPA firm’s system of quality control to perform accounting and auditing work. In order to provide such services, management at our firm has undergone stringent training courses on accounting and auditing and related quality standards. This gives us the unique ability to stay abreast of current issues to ensure that organizations like yours get the highest quality of service.

The Partner assigned to conduct peer review services for our firm has extensive private and public accounting and auditing experience. Our qualifications and attention to detail ensure that your peer review will be efficient, cost effective, and most importantly thorough.

Our goal in providing peer review services is to help your organization maintain and improve the quality of its services. We’d like the opportunity to earn your trust when the occasion arises.


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Hiring personnel is one of the most important decisions a company can make. We want to help you recruit the right person with the technical skills required and who will fit into your corporate culture. We work with many types of businesses and have a firm understanding of the challenges companies face when hiring.

Our approach includes:

  • Client consultation to determine needs and develop job specifications
  • Pre-screening, interviewing, and reference and background checking of candidates
  • Referral of multiple candidates


To find out more or to schedule an appointment, or contact us today at one of our local offices.

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Allowing our personnel to assist your staff with financial tasks can be extremely beneficial to your organization. We can provide part-time personnel who specialize in governmental, non-profit and privately-held business accounting. As many of our professional staff are Certified Public Accountants or are eligible to become CPAs, you can trust that we have the knowledge and experience to prepare your reports and schedules correctly and efficiently. This would ensure that any year-end adjustments would be minimized and improve your bottom line. We have performed a wide variety of services in the following industries such as:

Governments & Non-profits

  • Assistance with budget preparation
  • Assistance with meeting new accounting pronouncements
  • Assistance with year-end closing and preparation for the year-end audit
  • Grant related accounting and compliance issues
  • Interim Finance Director
  • Preparation of monthly bank and investment reconciliations
  • Preparation of monthly financial reports
  • Staffing for the finance department

Privately-held businesses

  • Assistance with monthly and annual accounting closing
  • Budget analysis
  • Data input
  • Financial analysis
  • Interim Controller
  • Processes of accounts receivable and accounts payable


To find out more or to schedule an appointment, or contact us today at one of our local offices.

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Mann, Urrutia, Nelson CPAs has teamed with Swiss Avenue Partners to provide advice on business strategy and strategic planning and guidance on operational, marketing, and staffing efficiencies. We frequently cohost workshops and seminars designed to help grow your company in today’s market.


Contact us for more info or visit Swiss Avenue Partners at

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