SunRay Financial Group

About SunRay Financial Group

Founded in 2020, our accounting consulting firm is on a mission to bring clarity, structure, and strategic insight to small and mid-sized businesses. We specialize in full-cycle accounting, payroll, tax services, advanced financial planning & analysis, and business intelligence—helping business owners streamline operations, stay compliant, and make confident, data-driven decisions. With over a decade of experience in accounting, financial controlling, tax strategy, and strategic finance, we bring hands-on leadership to every client relationship. From reducing financial errors to improving internal controls and building robust reporting systems, we’ve helped businesses across industries operate more efficiently—and grow sustainably. Our services include: 📊 Accounting & Financial Management • General ledger maintenance • Financial statement prep (P&L, Balance Sheet, Cash Flow) • Bank reconciliation & month-end close • AP/AR management • Budgeting, forecasting & expense tracking • Cash flow & profitability analysis • Dashboards & KPI reporting tools 💼 Tax & Compliance • Personal & business tax filing • Strategic tax planning & entity structuring • Compliance (IRS, FTB, BOE, local) • Audit support & resolution 👥 Payroll Services • Payroll setup & processing • Multi-tiered payroll (1–50+ employees) • Payroll tax filings & reporting 🔍 Strategic Finance & BI • FP&A: advanced modeling, forecasting & budgeting, variance analysis • Strategic finance & capital planning • BI tools & custom dashboards 🧭 Mentorship & Consulting • 1:1 mentorship for finance professionals • Business planning, pricing & systems implementation Whether you’re building a foundation or scaling up, we’re not just here to do the books—we’re here to elevate your financial strategy.

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