Strategy and advisory · Growth planning
A plan to open a new location
We helped an owner understand their margins and project their cash flow, then used both to nail down a strategic plan for opening a new location.
Outsourced accounting and advisory · Greater Philadelphia
Accurate books, and the financial strategy to build on them.
Regalia Hills is a CPA-led accounting and advisory firm for owner-led businesses. We keep your books right with experienced accountants and modern tools, then help you use the numbers for cash flow, margins, and the big decisions. It starts with a free review of your books.
- CPA-reviewed monthly close
- CFO-level advisory
- Modern systems and tools
We close your books every month, and a licensed CPA reviews the close before it reaches you.
Experienced accountants and AI-assisted review go through the ledger line by line, so errors get caught before you rely on them.
Keep your bookkeeper. We review the books each month and advise you on what they show.
We build cash flow projections so you see cash needs weeks ahead.
Your dashboard is built from your own QuickBooks, with views such as profit by job.
We've helped owners plan a new location, raise bonding capacity, and design incentive pay.
Andrew is a licensed CPA with a decade of experience in audit, consulting, and corporate finance. He reviews every monthly close.
John has spent years working directly with small business owners on cleanups, systems, financing, and cash flow.
What we do
Three things, done by one team
Books done right
Experienced accountants plus AI-assisted review catch errors before they turn into tax problems, compliance problems, or decisions made on wrong numbers. A licensed CPA reviews every monthly close.
CFO-level strategy
Cash flow projections, margin analysis, budgets and forecasts, and a partner in the room for the big decisions: a new location, financing, how you pay and keep your team.
Modern systems and tools
We move bill pay, payroll, and invoicing onto modern tools, and use automation and AI for the repetitive work. Fewer errors, faster closes, and more of our time on your questions.
Client work
What we've done for clients
Some of it is strategy. Some of it is finding what nobody else checked. Pick one from the list to read it. Names and amounts are withheld for confidentiality.
Big decisions
Strategy and advisory · Bonding
Audit-ready books to raise bonding capacity
We got a client's accounting audit ready to help increase their bonding capacity.
Strategy and advisory · Compensation
Benefits and incentive pay that attract and keep talent
We helped a client develop a plan around benefits and incentive compensation to attract and retain talent.
Strategy and advisory · Cleanup
A full year of books, ready for tax time
We cleaned up a full year of a client's books so their tax preparer got a clean handoff.
Errors we've caught
Error caught · Commercial contractor
Payments recorded twice
We matched every bank line to the books and found six large vendor payments recorded twice.
What it distortedCash was understated and job costs overstated.
Error caught · Commercial contractor
Receivables that weren't cash
A cancelled job and advance billings were counted as collectible, while finished work sat unbilled. We reset cash planning on real numbers.
What it distortedThe cash the owner expected to collect.
Error caught · Two clients
Payroll taxes under-withheld
Payroll wasn't withholding the right taxes from employees' pay. We caught it and fixed the setup before it compounded.
What it distortedPayroll compliance.
Error caught · Design firm
Fixed asset cleanup
Duplicate entries, wrong vehicle costs, and a leased asset carried on the books as if it were owned.
What it distortedThe balance sheet.
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How it works
The discovery review, step by step
Three conversations and a review of your books. It costs nothing, and the written findings are yours to keep whether or not you hire us.
- 130 minutes
First conversation
We learn the business, your goals, and what isn't working. If it looks like a fit, we explain the review and ask for access to your books.
- 2About 2 days
QuickBooks review
You give us accountant access to your QuickBooks. We pull your financial statements and scan the ledger for errors, sized in dollars where we can.
- 360 minutes
Priorities interview
Your priorities, roadblocks, and reporting needs, and the systems you use. We also confirm any findings that need your documents.
- 445 minutes
Findings and proposal
We walk you through what we found, show your own numbers in our reporting dashboard, and give you a proposal with a defined scope and a flat monthly fee.
If you hire us · first 30 to 60 days
Cleanup and setup
A one-time phase to fix what the review found and set up your workflows and reporting. You know the scope and cost before we start.
Every month after
A reviewed close
Books closed and reviewed by a CPA, your dashboard updated, and review calls based on your service level.
Reporting
Numbers you can run the business from
Every client gets a reporting dashboard connected to their QuickBooks. It puts the numbers that matter in front of you each month, ready for the decisions you're facing.
- Revenue, margin, and cash at a glance
- Income statement, balance sheet, and cash flow
- Views built for your business, such as profit by job
OverviewOctober · sample data
Revenue$1,284,000+8.4% vs budget
Net income$148,00011.5% margin
Gross margin24.1%month to date
Cash$684,000all accounts
Illustration with sample data.
Services
Three ways to work with us
The review tells us which one fits. Every level includes the reporting dashboard.
You keep your bookkeeper
Oversight and advisory
- Monthly review of the books
- CFO-level advice
- Strategy calls
- Dashboard, with walkthroughs
We run the books
Core accounting
- Bookkeeping and reconciliations
- CPA-reviewed monthly close
- Monthly financial statements
- Reporting dashboard
Every function
Full accounting department
- Everything in core accounting
- Forecasts and budgets
- CFO-level advice
- Dashboard, with walkthroughs
Add to any levelBill pay, payroll, and invoicing, priced to fit.
Before we startA one-time cleanup of what the review found, so reporting starts clean.
PricingA flat monthly fee for each level, set after scoping. No hourly billing.
Beyond the books
A partner for valuation, wealth, and tax strategy
A Certified Exit Planning Advisor on our partner team helps owners grow what the business is worth, plan for tax efficiency, and manage wealth. We bring this in alongside clean numbers when the timing is right.
Free tools
Free tools and guides
- Take it
Financial health check
Eighteen questions across six areas. About four minutes.
- Open
Sample reporting dashboard
Click through a working dashboard with sample data.
- Get the PDF
Why job costing and profitability matter
A short guide to knowing which work makes you money.
- Get the PDF
Modernize how you pay bills with Ramp
How we set up bill pay and cards so nothing slips through.
- Get the PDF
Pay that attracts and keeps good people
401(k) tax credits and incentive pay that works.
Financial health check
How healthy are your books and financials?
Answer 18 questions in about four minutes. You get a score out of 100, a score for each of six areas, and the two places we would start. Results show on screen and go to your email.
- Books and close
- Financial visibility
- Profitability by job or service
- Cash flow and collections
- Decision readiness
- Systems and tools
About
Two brothers, one accountable team
We started Regalia Hills because small business owners deserve the same caliber of financial leadership that large companies take for granted, from people who care whether they succeed.
We built the firm on the values we were raised with: relationships first, service to others, and showing up as invested members of your team. We work with owner-led businesses across Greater Philadelphia, in person and remotely.
Andrew
Co-founder · Licensed CPA
Andrew is a licensed CPA with a decade of experience in audit, consulting, and corporate finance. He's curious about how companies run and make a profit, and he's good at turning complex financial information into a clear story owners can act on. He reviews every monthly close.
John
Co-founder
John has spent years working directly with small business owners: cleaning up books, setting up accounting systems, securing financing, and building cash flow projections. He takes on the back office so owners can stay focused on the business.
Questions
What owners ask first
Is the discovery review really free?
Yes. We review your books and give you a proposal before you commit to anything. The written findings are yours to keep whether or not you hire us.
What happens after the review?
If you hire us, we start with a one-time cleanup of what the review found and set up your workflows and reporting. After that you get a monthly close reviewed by a CPA, an updated dashboard, and review calls based on your service level.
What does CFO-level advisory include?
Cash flow projections, margin analysis, budgets and forecasts, and help thinking through big decisions. Beyond that, we advise in whatever areas your business needs most.
How do you use AI and automation?
They handle the repetitive work and review your books line by line, which means fewer errors, faster closes, and more of our time on your questions. We use a secure AI provider through a business account, under terms that do not use your data to train its models. A licensed CPA still reviews every monthly close.
Can you update the systems we use for bills and invoicing?
Yes. We've moved clients' bill pay, payroll, and invoicing onto modern tools. If the review shows your systems are slowing you down, we scope that into the proposal.
I already have a bookkeeper. Do I have to replace them?
No. At the oversight and advisory level, your bookkeeper keeps the books and we review them each month and advise you.
Do you work with my tax preparer?
Yes. Your tax preparer gets organized, reconciled records at year-end, so there's no scramble or cleanup bill.
How is it priced?
A flat monthly fee for your service level, set after the review. If the books need a one-time cleanup, you get the scope and cost for that before we start.
What if I'm not on QuickBooks Online?
Send us exported reports from your accounting system and we work from those.
Start with a free review of your books.
Free, and the findings are yours to keep. It starts with a 30-minute conversation about the business and where you want to take it.
Response time
Within one business dayWho we work with
Owner-led businesses in Greater Philadelphia