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Services

Zhao Advisors LLC provides accounting, bookkeeping, tax coordination, financial analysis, and advisory support designed to help individuals and businesses manage financial information with clarity, accuracy, and confidence.

What We Offer

Bookkeeping & Accounting

Monthly bookkeeping, bank reconciliations, transaction review, account cleanup, AP/AR support, and general ledger organization.

Financial Reporting

Preparation and review of financial reports, income statements, balance sheets, cash flow summaries, and management reporting packages.

Tax Planning & Coordination

Support for tax planning, document organization, book-to-tax coordination, estimated tax planning, and communication with tax professionals.

Budgeting & Forecasting

Budget preparation, variance analysis, forecasting support, cash flow planning, and financial performance review.

Business Advisory

Advisory support for small businesses, real estate operations, accounting workflows, internal processes, and financial decision-making.

Technology & Process Improvement

Excel-based analysis, accounting system support, workflow improvement, data cleanup, and finance technology support.

Service Approach

Zhao Advisors LLC focuses on practical, accurate, and technology-enabled financial support. The goal is to help clients maintain reliable records, understand their financial position, and make informed business decisions.