Senior accounting & business advisory

Financial structure
built for growth.

Hands-on financial support for growing, multi-location, and multi-entity businesses that need reliable reporting, stronger accounting processes, and a clearer view of the numbers.

Growing companies should not feel lost in their own numbers.

Financial information should give owners control—not more confusion. Onyx brings structure to the close, reporting, cash flow, and day-to-day accounting processes behind the business.

The goal is practical: reliable numbers, better decisions, and systems that can grow with the company.

From financial detail
to business direction.

01

Financial Leadership & Reporting

Build stronger reporting, close processes, cash visibility, and financial controls that give owners a dependable view of the business.

Discuss this work
02

Accounting Operations

Bring structure to multi-entity accounting, intercompany activity, reconciliations, workflows, and the numbers behind daily decisions.

Discuss this work
03

Business & Tax Readiness

Set up sound business processes, strengthen records, and stay prepared for filings, tax professionals, and future growth.

Discuss this work

Focused projects that leave the business stronger.

Bring in experienced support for a defined financial challenge, a process that needs structure, or recurring work that has outgrown the current approach.

Month-end close cleanup
Management reporting packages
Recurring monthly reporting support
Cash-flow visibility
Balance-sheet reconciliations
Multi-entity and intercompany cleanup
Sales and payment reconciliations
Accounting workflow documentation
Business and tax readiness

The business is growing.
The numbers need to catch up.

01

Month-end takes too long, changes every cycle, or never feels truly finished.

02

Cash, profitability, or intercompany balances are difficult to explain with confidence.

03

Owners have reports, but not the financial story they need to make decisions.

04

The company needs stronger processes before the next hire, location, entity, or growth stage.

Versatility built across complex businesses.

ConstructionHospitalityRestaurantsCannabisMulti-entityIntercompanyPublic-company environments

Jeffrey Moreno

A senior accountant who sees beyond the ledger.

Jeffrey brings about 10 years of accounting experience across construction, hospitality, restaurants, cannabis, multi-location operations, multi-entity structures, intercompany accounting, business setup, and tax filing processes.

His work is grounded in a financial leadership mindset: understand the details, connect them to the operation, and give business owners the structure and confidence to move forward. Ongoing study toward the Enrolled Agent designation is expanding that foundation with deeper tax expertise.

Professional focusSenior accounting · Multi-entity operations · Financial reporting · Enrolled Agent studies

Built for the systems behind a growing business.

About 10 yearsof hands-on accounting experience
California firstremote service, with limited Los Angeles availability
Systems experienceQuickBooks · NetSuite · Excel · Bill.com · Ramp · Square
Implementationhands-on experience supporting NetSuite implementation
Onyx, the black Labrador who inspired the firm’s name

Meet Onyx.

Born in April 2023 and welcomed home that June, Onyx is a black Lab who finds joy in the simple things: sleeping, being wonderfully lazy, and sniffing everything in sight. He brings joy to everyone around him. Onyx Advisory & Co. was named with that same intention—to bring calm, confidence, and a genuinely positive presence to every client relationship.

Serious about the numbers.
Easy to work with.

01

See the whole picture.

Connect the financial detail to the way the business actually operates.

02

Create useful structure.

Build practical processes that make the numbers clearer and the work repeatable.

03

Meet the project.

Engagements are scoped and priced around the company, the challenge, and the work required.

A clear start before any work begins.

01What kinds of engagements does Onyx take on?+

Onyx supports both focused, one-time projects and recurring accounting needs. That can include cleanup work, month-end close, management reporting, cash-flow analysis, multi-entity and intercompany accounting, business setup, and tax readiness.

02Where do you work with clients?+

Onyx primarily serves California businesses remotely. Limited in-person support may be available in Los Angeles, and select out-of-state engagements can be considered when the scope is a strong fit.

03What happens during the introductory call?+

The complimentary 20–30 minute call is a practical first conversation about your business, what feels unclear or time-consuming, and whether Onyx is the right fit. There is no obligation to move forward.

04What accounting systems do you work with?+

Experience includes QuickBooks, NetSuite, Excel, Bill.com, Ramp, Square, and other finance and operations tools, along with hands-on NetSuite implementation experience.

Let's bring structure
to your numbers.

Tell us what feels unclear, time-consuming, or difficult to manage. We'll start with the business need and determine whether a focused project or ongoing support is the right fit.

Request an introductory call

Serving California businesses remotely · Limited Los Angeles availability · onyxadvisoryco@gmail.com