Monthly close & financial reporting
Books that close on schedule every month and financial statements you can trust, backed by a GAAP-minded close, reconciliations, and general ledger review of your P&L and balance sheet.
Fractional accounting & controllership · English / Español
Corral Advisory is a hands-on, controller-level finance partner for small and growing businesses, especially agencies, project-based firms, multi-entity companies, and nonprofits. Know where you make money, what cash you have to work with, and that your books are right, without the cost of a full-time controller. Plus personal tax preparation for Connecticut residents.
Services
A clear path from accounting execution to controllership and financial analysis. Start at the stage you need today and add the next as you grow. Systems setup and cleanup for tools like QuickBooks, Ramp, and Expensify are included where you need them.
Stage 1
Accurate books and filings, on schedule. The foundation everything else is built on.
Books that close on schedule every month and financial statements you can trust, backed by a GAAP-minded close, reconciliations, and general ledger review of your P&L and balance sheet.
One clear picture across all your related entities, without the mess: intercompany accounting, cost allocations, and consolidated-view reporting.
Filings and payments tracked so deadlines don’t sneak up on you: CT and NY Sales & Use Tax, NY Commercial Rent Tax, annual 1099s, and coordination with your outside tax advisor (including PTET).
Stage 2
Oversight that keeps the numbers right as you grow, so problems surface before year-end.
Spending that stays approved and coded correctly, and customer payments that come in on time: approval workflows and written policies, streamlined payables, corporate card and T&E expense programs, invoicing, collections, and cash application, plus oversight and training for your accounting staff.
Catch problems before year-end, not during the audit. Schedules and supporting reconciliations prepared for your external auditors so the audit runs on time with fewer surprises.
Financials your board and funders can rely on: grant tracking and reporting, board-ready financial statements, and expense allocation across programs, admin, and fundraising, plus AP, AR, and general ledger review under the same controls as everything else.
Stage 3
Decision-ready numbers: where you make money, what cash you have, and what’s coming.
See which clients and projects make money and what cash is coming and going, with WIP and project accounting, KPI and management reporting, and analysis to guide budgeting and resource planning.
Know what cash you have and what’s due: daily cash positioning and forecasting, intercompany transfers, controlled wire and ACH setup and release, and banking relationship support.
Less manual work and fewer errors: custom AI agents and workflows (Claude, ChatGPT, Grok) that handle data entry, bill monitoring, analysis, and reporting.
Preparation of individual federal and Connecticut income tax returns for Connecticut residents. Organized, accurate, and explained clearly, in English or Spanish.
Currently available to Connecticut residents only.
Joel is a commissioned State of Connecticut Notary Public. Notarization for business and personal documents, in English or Spanish.
I am not an attorney licensed to practice law and may not give legal advice.
No soy abogado y no puedo dar asesoría legal.
Who we help
Marketing, design, and production shops that need WIP tracking, client profitability, and a clean close across projects.
Consultancies, studios, and service firms where knowing which jobs make money matters most.
Owners managing several related entities, intercompany activity, and cash moving between accounts.
Nonprofits and corporate or family foundations that need clean grant accounting, strong controls, and financials their board can actually use.
Companies with a bookkeeper or accounting clerk in place that need oversight, controls, staff training, and audit readiness.
Owners who want to talk through their finances in Spanish with someone who understands U.S. accounting and tax.
Connecticut residents who want their personal federal and state income tax returns prepared carefully, or who need a document notarized, in English or Spanish.
How it works
A no-pressure conversation about your business, your current setup, and where the pain points are.
A look at your books, systems, and processes, followed by a clear scope and a plan for what to fix first.
A reliable close, then controls and analysis as you need them, with a finance partner you can call when decisions come up.
About
Joel is an accounting and finance leader with more than a decade of experience at award-winning organizations across Connecticut and New York, including a multi-entity group that has reached $100M+ in annual revenue, where he helps lead shared finance operations across multiple legal entities, including a nonprofit foundation. He owns the month-end close, financial reporting, intercompany accounting, and the preparation and review of reconciliations, plus general ledger review of the monthly P&L and balance sheet. As a finance partner to the CFO, he supports treasury and cash-flow visibility, from daily cash positioning to wire and ACH controls and banking relationships. He holds a Master of Science in Professional Accounting from Syracuse University’s Whitman School of Management, where he graduated with honors.
He has strengthened internal controls by building the company’s cost allocation decision matrix and standardized approval and coding guidance, prepares year-end schedules for the external audit, and leads state and local tax compliance: CT and NY Sales & Use Tax, NY Commercial Rent Tax, annual 1099s, and coordination with outside tax advisors on entity and partner filings, including PTET. He also manages, trains, and mentors accounting staff, builds AI agents that automate routine finance work, and is a commissioned State of Connecticut Notary Public.
Corral Advisory brings that same hands-on, agency-tested experience to small and growing businesses and nonprofits that need a dependable finance partner.
Accounting, spend & procurement
Analytics
AI & automation
Joel es bilingüe y ofrece todos los servicios en español e inglés. Si prefiere hablar de sus finanzas en español, con gusto lo atendemos: contabilidad, cierres mensuales, controles internos, impuestos sobre ventas y análisis financiero, explicados con claridad. También ofrecemos preparación de impuestos personales para residentes de Connecticut y servicios de notario público.
Joel is a native Spanish speaker and offers every service in both English and Spanish.
Notary notice / Aviso de notario: A U.S. notary public is not an attorney. I am not an attorney licensed to practice law and may not give legal advice. Un notario público en los Estados Unidos no es abogado. No soy abogado y no puedo dar asesoría legal.
Contact
Tell us a little about your business, or your personal tax or notary needs. We will get back to you to set up a time to talk, in English or Spanish.