Accounting advisory and web design

We offer a full suite of accounting, finance project support, and website services so you can streamline your business and maximize profits.

Finance Project Support

Our Services

Ensure your investments in accounting, finance, and tech are cost-effective and aligned with your business objectives.

Accounting

  • Full suite of accounting and finance services, including monthly close, treasury operations and financial planning and analysis, customized for your business

  • Review and clean-up of accounting records to prepare for tax compliance or to ascertain current internal controls posture or financial health

  • Financial records management, including income and expenses tracking, preparation of financial statements, and reconciliation of accounts

Digital Marketing

  • We deliver digital marketing solutions, supported by powerful websites with built-in SEO tools to boost your Google search ranking and drive business growth

  • Ensure your digital investments are safe with our domain management and hosting solutions with a dedicated IP for maximum performance and security

  • Dedicated account manager working with you, from website maintenance and Google business profile updates to professional photos and video services

Our Services

Ensure your investments in accounting, finance, and tech are cost-effective and aligned with your business objectives.

Accounting

  • Full suite of accounting and finance services, including monthly close, treasury operations and financial planning and analysis, customized for your business

  • Review and clean-up of accounting records to prepare for tax compliance or to ascertain current internal controls posture or financial health

  • Financial records management, including income and expenses tracking, preparation of financial statements, and reconciliation of accounts

Digital Marketing

  • We deliver digital marketing solutions, supported by powerful websites with built-in SEO tools to boost your Google search ranking and drive business growth

  • Ensure your digital investments are safe with our domain management and hosting solutions with a dedicated IP for maximum performance and security

  • Dedicated account manager working with you, from website maintenance and Google business profile updates to professional photos and video services

Our Most Common Client Requests

Popular solutions offered by our firm:

Financial Analysis

  • Assessing the financial health of your business

  • Analyzing financial statements to identify patterns and trends

Accounting Expertise

  • Supplying working capital analysis (inventory, receivables or payables)

  • Delivering revenue recognition expertise to accurately report income

Cash Flow Forecasts

  • Creating weekly or monthly cash flow forecasts to manage liquidity

  • Enhancing cash inflows and reducing outflows, improving financial health

Domains and Hosting

  • Protecting your digital property with domain registration and renewals

  • Hosting solution with dedicated IP and HTTPS for stability and security

Accounting Projects

  • Identifying cost-saving areas and strategic optimizations to tech spend

  • Providing chart of accounts restructuring, internal controls design/implementation

Monthly Financial Reports

  • Designing and implementing custom management reporting packages

  • Preparing monthly variance-to-budget reporting

World-Class Service

  • Offering dedicated, personalized service and attention to each client

  • Maintaining only the highest levels of confidentiality and trust

Digital Marketing

  • Designing a stunning website with SEO tools to boost your search rank

  • Ensuring your company’s identity is accurately represented online

Our Firm

What Makes Us Different?

Collaboration  We value growing your business above all else because we believe we will grow together

Vision  We determine your current situation and work with you to get you to your ideal future vision today

Trust  We provide consistent, reliable, confidential services to entrepreneurs who value their company as their dream

  • Financial Statement Preparation

  • Bank Reconciliations

  • Internal Controls Review

  • Branding and Digital Presence

What Makes Us Different
Our Work Product

Our Work Product

Why Does it Stand Out?

Expertise  Our team of accounting and technology experts have decades of experience in these fields

Tailored Solutions  Our specialists have deep industry knowledge to identify specific challenges and provide effective strategies for your business

Problem-Solving Excellence  We have a proven track record of helping businesses navigate complex financial landscapes

  • Weekly Cash Flow Analysis

  • Expense and Profit Assessments

  • Decision Support

Our Firm

What Makes Us Different?

Collaboration  We value growing your business above all else because we believe we will grow together

Vision  We determine your current situation and work with you to get you to your ideal future vision today

Trust We provide consistent, reliable, confidential services to entrepreneurs who value their company as their dream

  • Financial Statement Preparation

  • Bank Reconciliations

  • Internal Controls Review

  • Branding and Digital Presence

What Makes Us Different

Our Work Product

Why Does it Stand Out?

Expertise  Our team of accounting and technology experts have decades of experience in these fields

Tailored Solutions  Our specialists have deep industry knowledge to identify specific challenges and provide effective strategies for your business

Problem-Solving Excellence  We have a proven track record of helping businesses navigate complex financial landscapes

  • Weekly Cash Flow Analysis

  • Expense and Profit Assessments

  • Decision Support

Our Work Product

Our Leadership Team

Rui Batista Advisory

RUI BATISTA  Founder

Rui is an experienced accounting and finance professional with over 28 years in combined private industry and consulting.

Rui’s areas of expertise include providing ongoing finance operations, decision support and special accounting and finance projects to small-to-medium-sized businesses. He is a trusted advisor across several verticals ranging from technology, manufacturing and distribution, retail, and financial and professional services.

Rui also serves as an in-depth subject matter expert for transactions in accounting, financial instruments, alternative investments and technology platforms.

In addition to his public accounting experience at Citrin Cooperman, Rui worked in senior accounting and finance leadership roles at IBM Corporation, GE Capital and Balchem Corporation.

BRUNO BATISTA  Founder

Bruno has extensive experience in operations management, business development, and digital media. Recognized for his expertise in managing operational frameworks, streamlining sales processes, and overseeing key financial functions, Bruno has captivated digital audiences, produced compelling content, and managed media platforms.

Throughout his career, Bruno has consistently showcased a commitment to excellence and a passion for delivering value and memorable experiences across various sectors, including education, sports marketing, and digital media.

Bruno has led event marketing campaigns with USL professional soccer teams, the U.S. Men’s and Women’s National Teams, Dunkin Donuts, and Chipotle. His work in website development, SEO, social media, and PPC resulted in one of his clients making an appearance on HGTV. At Wymbs Inc., Bruno designed their website and managed all functions related to the business operations.

Bruno Batista Advisory Profile

Our Work

Dal Fuel Oil Company

Connecticut oil delivery company

Wymbs Inc.

New York industrial burner distributor

Your Website

Update your company and your brand

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Contact Us

To learn more, call us at (845) 350-2599 or fill out the form below and we will be happy to set up a discussion at no cost. You can walk us through your concerns and we will show you how we can utilize all of our resources to make sure those concerns are addressed.

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Batista Executive Advisory Services Team
We Are Your Trusted Advisors
www.batistaadvisory.com
845.350.2599