Financial Due Diligence
Transactional Services - HAZ Advisors


Unlock the power of up-to-date and reliable financial information for informed decision-making, regulatory compliance, and financial stability for your organization



Maintain accurate financial records and ensure smooth financial operations.

Record Transactions

We categorize transactions into appropriate accounts. This includes logging sales, purchases, payments, receipts, and other monetary activities.

Reconcile Accounts

We reconcile accounts to verify that the recorded transactions align with bank statements and other financial documents. This process helps identify discrepancies and maintain accuracy.

Financial Reports

We generate financial reports, such as balance sheets, income statements, and cash flow statements, to provide insights into your business’s financial health and performance.

Receivables & Payables

We oversee accounts receivable and accounts payable to track invoices and payments to ensure timely and accurate records.

Facilitate Tax Prep

We compile the necessary financial information, including income, expenses, and deductions, to assist in filing accurate tax returns.

Regulatory Compliance

We maintain proper documentation and adhere to accounting standards and legal obligations.

Why Us?

By entrusting your transactional tasks to us, you can focus on your core business operations. Freeing up your time and resources allows you to concentrate on strategic initiatives, driving growth, and achieving your business objectives.

Transactional Services - HAZ Advisors

Onboarding is easy!


Initial Consultation

We gather relevant information about your business, financial systems, and any existing bookkeeping processes.


Customization & Chart of Accounts

We create or modify the chart of accounts to accurately categorize financial transactions. In addition, we convert data into the new bookkeeping software, ensuring accuracy and completeness.


Ongoing Support

We stay engaged and up to date with changes in your business operations and adjust accordingly.

Our happy customers

We’ve assisted numerous organizations

Making a significant impact on their day-to-day operations.


“Working with HAZ Advisors for our transactional services has been a game-changer. Their attention to detail and efficiency in handling our financial transactions is outstanding. We have complete peace of mind knowing that our financial processes are in capable hands. Highly recommended!”


“I can’t express enough how impressed I am with the transactional services provided by HAZ Advisors. Their team is incredibly responsive and always goes above and beyond to ensure smooth and accurate financial transactions. Their expertise has saved us time and money, and we couldn’t be happier with their services. They truly understand the needs of our business.” 


“HAZ Advisors has been an invaluable partner in managing our transactional services. Their professionalism and dedication to excellence are commendable. The seamless handling of our financial transactions has significantly improved our operational efficiency. Their expertise and proactive approach have exceeded our expectations. We highly recommend their services to any organization seeking top-notch transactional support.” 

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