How We Serve
Our Team of 3 Approach
At Aurora, you gain the expertise of three professionals for less than the cost of one full-time hire. Your dedicated team—comprised of a Client Success Manager (CSM), Client Controller, and Client CFO—works seamlessly together to optimize your entire financial ecosystem. This integrated approach delivers financial clarity, strategic tax planning, and operational support tailored to your business. Let our trio of experts provide the insight and momentum your business needs to achieve sustainable growth and long-term success.
Your Client Service Manager
At Aurora, your Client Service Manager (CSM) is your day-to-day financial ally—keeping your books organized, your records up to date, and your business ready to move forward with confidence.
As your regular point of contact, your CSM is readily available to answer questions, provide clarity, and address any financial matters that arise—ensuring you always have a trusted resource when you need support.
Your CSM plays a key role in our proactive, full-service approach to tax, accounting, and financial planning. They ensure that every financial detail is accurate, current, and aligned with your goals. Your CSM utilizes QuickBooks Online, integrated payroll solutions, and technology applications designed to increase accuracy, speed, and organizational efficiency—giving you timely, reliable financial information to support better decision-making.
From managing daily bookkeeping and maintaining reconciliations to overseeing month-end closes and supporting financial statement preparation, your CSM helps create a strong foundation for strategic tax planning. They work closely with your Client CFO and Controller to ensure alignment and insight across all areas of your financial operations.
With a sharp eye for detail and a commitment to exceptional service, your CSM keeps you financially organized, compliant, and empowered—so you can stay focused on growing your business with clarity and confidence.
Your Client Controller
At Aurora, our Client Controllers deliver more than accurate financials—they provide proactive, high-impact tax strategy and compliance services tailored to your business.
From timely monthly and quarterly book closings to in-depth tax reviews and precise filing of federal, state, and multi-state returns, your Client Controller ensures your financial operations run smoothly and compliantly.
We don’t just help you stay compliant—we help you keep more of what you earn. Your Client Controller will identify and apply valuable federal tax credits, including the Employee Retention Tax Credit (ERTC), Research & Development (R&D) Tax Credit, Work Opportunity Tax Credit (WOTC), and the Small Business Health Care Tax Credit—maximizing your savings and minimizing tax liability.
But the real value lies beyond compliance. Aurora’s Client Controllers develop and implement forward-looking tax strategies that build long-term financial strength. From retirement plan optimization and income shifting to entity structuring and reinvestment planning, we tailor your tax strategy to support your business and personal wealth goals.
To ensure a fully integrated plan, your Client Controller also collaborates with your financial planner—aligning tax strategy with your broader financial vision and ensuring every move supports lasting success.
At Aurora, your financial clarity, compliance, and growth are our priority—today and into the future.
Your Client CFO
At Aurora, your Client CFO serves as your high-level strategic advisor—offering expert financial insight and forward-thinking business guidance designed to elevate your company’s performance and profitability.
Through monthly and quarterly consultations, your Client CFO helps you interpret financial reports, clarify performance metrics, and align your operations with clear, achievable goals. With a deep understanding of your business, they deliver tailored strategies for growth, operational efficiency, and long-term sustainability.
As the financial strategist on your dedicated service team, the Client CFO collaborates with your Controller and Client Success Manager to ensure your financials tell a story—one that leads to better decisions, stronger cash flow, and smarter resource allocation. They also help identify process improvements and educate both clients and internal team members to drive results across the board.
Our Client CFOs monitor performance indicators such as payroll-to-revenue ratios and billable hour utilization, and work alongside you to refine pricing models, improve internal workflows, and ensure proper insurance coverage and compliance.
Why Choose Aurora Consulting Group?
At Aurora, we’re more than accountants—we’re your strategic partners in growth.
Our mission is simple:
“To empower entrepreneurs by building enduring relationships through strategic tax planning, meticulous accounting, insightful advisory, and supportive coaching.”
We take a proactive, relationship-driven approach to your financial success—offering the clarity, guidance, and confidence you need to make smart decisions and reach your goals. Whether it’s minimizing tax liability, streamlining operations, or building long-term wealth, we’re here to support every step of your journey.
Smart. Strategic. Supportive. That’s the Aurora difference.
Our Approach
At Aurora, we support entrepreneurs by managing the financial side of their business—so they can focus on what they do best.
We work with clients who value integrity, clear communication, and long-term support. They’re looking for more than just tax prep—they want a financial team that helps them stay compliant, plan ahead, and solve problems proactively.
Our goal is to be a steady, thoughtful partner who helps keep things organized, on track, and aligned with your business goals.
Our Services
Aurora Consulting Group offers a comprehensive range of services designed to support your financial success. From tax compliance and strategic planning to advisory services and ongoing coaching, we’re committed to providing value-driven solutions that allow you to excel in your field. We specialize in creating customized tech solutions that streamline your financial processes, reduce costs, and give you the freedom to focus on what matters most—the life you want to live.
Technology
We understand the importance of technology in today’s business landscape. By using cutting-edge software and tools, we tailor a tech stack for each client that optimizes efficiency and supports your unique needs. With Aurora in your corner, you’ll have a financial team dedicated to handling your accounting and compliance so you can focus on building meaningful relationships and growing your business.
Simply Aurora
Our job is simple: To communicate the data clearly, keep you compliant, and ensure your business goals are always rooted in facts. With our support, you can move forward with confidence, knowing your financial health is in good hands while you focus on being creative and strategic. At Aurora, we’re not just managing your finances; we’re helping you build a foundation for long-term success.
Schedule a visit with us about establishing your Team of 3.
