Frequently Asked Questions (FAQs)

R2 Advisors PC provides accounting and bookkeeping, business tax advisory, fractional CFO, compliance, and strategic financial consulting. Our modular, integrated model helps businesses and nonprofits navigate complexity, prepare for audits or exits, and scale confidently with accurate data and proactive insights.

We offer year-round business tax planning using a proactive, real-time approach. This includes entity structure optimization, smart deductions, and tax-efficient forecasting so clients avoid surprises and minimize liabilities without risking compliance.

Yes — we represent clients during IRS audits, handle tax notice responses, and ensure compliance across federal, state, and multi-jurisdictional requirements.

Our financial management services include budgeting, forecasting, monthly reporting, cash flow analysis, and scenario planning. We tailor each engagement to your goals and industry risks, ensuring your organization can make better decisions with confidence.

Yes — our fractional CFO solutions provide executive-level financial leadership without the overhead of a full-time hire. Services include investor reporting, board communication, fundraising strategy, internal controls, and KPI alignment.

Absolutely. We design multi-year financial roadmaps aligned with your mission, operations, and future goals. This includes capital planning, risk modeling, revenue optimization, and scenario forecasting for long-term resilience and growth.

FSIF is our proprietary, AI-powered framework that scores and aligns your tax, compliance, operations, and strategy in real time. It turns scattered financial data into actionable, intelligent dashboards that help leaders make fast, smart decisions.

Yes — we provide outsourced accounting and bookkeeping for organizations that want clean books, accurate reports, and expert support. This includes bank reconciliations, AP/AR, monthly close, and financial packages for stakeholders or auditors.

Absolutely. We support real estate and private equity funds with capital account tracking, GAAP-based fund accounting, waterfall models, investor dashboards, and audit prep. We ensure your financials meet LP expectations and regulatory standards.

Yes. We help government contractors implement DCAA-compliant systems including indirect cost structures, timekeeping compliance, incurred cost submissions, and pre-award readiness.

Yes — we adhere to U.S. GAAP principles, including proper revenue recognition, expense classification, and disclosures. Our reporting meets the standards needed for investor, board, audit, and grant-related financial review.

We specialize in implementing and integrating platforms like Sage Intacct, QuickBooks, BILL, Divvy, HubSpot, and custom dashboards. Our goal is to create a unified financial ecosystem that automates workflows and improves visibility.

Visit r2.cpa to schedule your consultation. We’ll assess your current structure and goals, then deliver a customized roadmap for advisory, accounting, or tax support that fits your needs.

Yes — our team includes experienced, licensed Certified Public Accountants (CPAs) in good standing, with deep expertise across nonprofit, government, startup, and real estate sectors.

We follow AICPA standards and maintain a structured internal quality review process. This includes peer review, mandatory CPEs, internal control checklists, and industry-specific benchmarking to ensure top-tier client outcomes.

We use SOC-2 aligned protocols, cloud-based encryption, secure SharePoint environments, role-based access controls, and multi-factor authentication to protect your sensitive financial information.

We’re not just accountants — we’re strategic partners. Our team combines real-time advisory with tax foresight, automation, and industry expertise to help you scale, stay audit-ready, and make bold decisions with confidence.