Kansas City roots. Working across the U.S.Meet Tyler Gilliland ↗
Gilliland Advisory
Downtown Kansas City skyline illuminated at night

Your business.
Your finance team.

Let’s talk about your business ↗
BOOKKEEPING · ACCOUNTING · CFO SUPPORTExplore ↓
Financial documents and notes being reviewed at a working tableTHE DETAILS MATTER.

AN EXTENSION OF YOUR BUSINESS

More time for your business, with a better handle on the numbers.

The books, payroll, and financial questions shouldn’t follow you home every night. Gilliland Advisory takes on the finance work and keeps you close to what matters: your cash, your margins, and the decisions ahead.

Start with bookkeeping or a cleanup project. Add reporting and CFO support when you need it. We work in your systems, get to know your business, and give you one person accountable for the work.

Keep it currentUnderstand itPlan ahead
Explore the services ↓

WHAT WE DO

Day-to-day support.
A longer view.

Ongoing help or a project with a finish line. Open a service to see the work behind it. We agree on the scope before we start.

01 / THE FOUNDATION≡

Bookkeeping

Keep the books current, the accounts reconciled, and the year-end handoff straightforward.

Monthly bookkeeping & reconciliations+

Bank, credit card, and loan accounts tied to statements, with uncleared items researched and support kept in order.

  • Transaction categorization and account reconciliations
  • Customer payments applied and balances maintained
  • A reliable starting point for monthly reporting
Cleanup, catch-up & training+

Bring months or years of books current after a diagnostic and written scope. Continue with monthly support, or train your team and hand the books back with simple written procedures.

Bills, invoicing & sales tax+

Bills prepared, invoices sent, and sales tax returns prepared and filed within the agreed scope and schedule. You approve and release every payment from your accounts.

QuickBooks & business setup+

New file setup, chart of accounts, bank feeds, rules, and training. State LLC formation filings and EIN assistance can be scoped; entity choice and operating agreements belong with your attorney. No legal advice.

02 / A RELIABLE RHYTHM▤

Controller & reporting

A dependable close and financial information you, your banker, and your tax preparer can use.

Monthly close & financials+

A close checklist with agreed dates, reconciled balance sheet accounts, and an income statement and balance sheet prepared for management use.

  • Month and year-to-date comparisons
  • A short explanation of what changed
  • Clear owners and deadlines for the close
Bank & lender reporting+

Covenant calculations, borrowing-base reports, and receivables and payables agings prepared around the lender’s requirements and deadlines.

Year-end readiness+

Year-end adjustments, reconciliations, and a supported package for your tax preparer. We coordinate answers to their questions; income tax return preparation is not currently offered.

Systems, reporting & team setup+

Reporting that refreshes instead of being rebuilt. Chart of accounts, procedures, calendars, and clear responsibilities for your internal team.

03 / KEEP THINGS MOVING↔

Payroll support

We process your payroll in your payroll system, with your approval and a tie-out to the books.

Provider setup & transitions+

Set up a provider or improve the one you have. Employee records, pay rates, deductions, state accounts, and direct deposit are scoped around your headcount, locations, and schedules.

Recurring payroll processing+

Collect hours and changes, prepare the run for approval, and process on the agreed schedule. You approve each payroll; funds move through your provider from your account.

Filings & payroll reconciliation+

Quarterly and year-end filings through your provider or as your authorized agent, as agreed in writing. Confirm deposits and reconcile payroll liabilities to the books. Gilliland Advisory is not a payroll provider and does not hold payroll funds.

04 / THE DECISIONS AHEAD↗

CFO & M&A advisory

Experienced financial thinking for the decisions that shape your business, without a full-time hire.

Cash forecasting & planning+

A rolling 13-week cash forecast, an annual budget, and the few KPIs that matter to your business. Review results together and model decisions before you commit.

Pricing, margins & capital+

Understand product, service, and customer profitability. Work through pricing, cost actions, credit facilities, banking relationships, and working capital needs.

Buying, selling or merging+

Valuation, financial diligence, adjusted EBITDA with documented add-backs, data room preparation, and integration planning. A defined project scope for a significant business decision.

One accountable lead. We staff each task at the right level and review the work—you don’t have to manage a roster of finance roles.

01

Numbers that tie out.

Reconciled accounts and supported balances, with fewer loose ends.

02

Information you can use.

A short explanation alongside the reports, so you know what needs attention.

03

Time back in your day.

A defined scope, a regular rhythm, and someone accountable for the work.

HOW IT WORKS

Get organized.
Keep moving.

We start in your existing software, accounts, and files. If the books are already in good shape, we move straight into the support you need.

  1. 01

    Take a look.

    Review the books, systems, and priorities. Agree on what needs attention.

  2. 02

    Put it in writing.

    A clear scope, expected time, responsibilities, and finish lines.

  3. 03

    Do the work.

    Catch up, build the reporting, or work through the project. Keep you informed.

  4. 04

    Find your rhythm.

    Close, report, and plan on a regular schedule. Adjust the support as needs change.

Your business stays yours. You approve and sign. You release every payment. We don’t hold funds or have signing authority.

More about working together ↗
Sculptural exterior of the Kauffman Center for the Performing Arts in Kansas CityKANSAS CITY BASED.
NATIONWIDE REACH.

MEET YOUR FINANCE LEAD

Big-picture experience.
Hands-on involvement.

Tyler Gilliland / Founder

Tyler brings more than 20 years of accounting, finance, and operational leadership to Gilliland Advisory. His experience spans keeping financial operations running, building budgets and forecasts, and evaluating acquisitions—work that connects the details in the books to the decisions behind them.

For an owner-led business, that means someone who can help get the books current, explain what’s driving profit, and work through whether the business can afford its next hire, investment, or expansion. When an acquisition or sale enters the picture, Tyler brings experience with financial analysis, due diligence, and integration.

Tyler leads and reviews every engagement, bringing in experienced accounting and finance professionals as needed. He stays involved as your business changes, so you have someone who knows the numbers, understands your priorities, and follows through on the work.

20+years in finance leadership
20+ transactionsM&A and transaction experience
One accountable leadTyler knows your business, leads the engagement, and reviews the work.
Support that growsFrom the monthly books to a major decision, without starting over with someone new.

Track record from prior finance leadership roles. Remote with on-site support across the Kansas City metro; remote across the U.S. Travel, when needed, is passed through at cost.

BEFORE WE TALK

A few things
worth knowing.

Clear expectations make for a better working relationship.

Can I start with bookkeeping only?+

Yes. Bookkeeping or a cleanup project is a practical starting point. You can stay with that scope or add controller and CFO support as your needs change.

Will I need to change my software?+

No. We work in your existing systems by default. If you want partial or full management of systems, data, and reporting on our platform, we scope that separately with migration planning and a longer commitment.

Do you prepare income tax returns?+

Not currently. We prepare tax-ready books and a year-end package, and coordinate with your tax preparer. We do not offer IRS representation or compilation, review, or audit reports. Financial statements are prepared for management use.

Who does the work?+

Tyler leads and reviews every engagement. Accounting and finance professionals support the work at the appropriate level. You receive one clear scope and one accountable lead.

Do you need access to my bank account?+

Usually not. We can reconcile from statements, or use read-only access where available. You approve and release every payment. We never hold funds or sign on your accounts.

Can you handle payroll and bill payments?+

Yes, within an agreed scope. Payroll is processed in your payroll system with your approval. For bills, we prepare and schedule; you approve and release payment. Timing, headcount, states, and benefits are agreed before work begins.

How do we get started?+

We discuss your needs, agree on a scope, and provide a written proposal before work begins.

Is there a long-term commitment?+

Standard engagements can be changed or stopped at any time. Managed services involving hosted systems or processes may carry a longer commitment, agreed in writing before we begin.

LET’S FIND YOUR STARTING POINT

What would take
something off your plate?

Tell us what’s taking time, what needs attention, or what decision you’re working toward. You don’t need to know which service to ask for.

  1. A conversation about your business.
  2. A look at the work and systems involved.
  3. A written scope and clear next steps.

Contact information

What would you like help with? Select any that apply.

Your message and contact details will be emailed to info@gillilandadvisory.com through FormSubmit. See the privacy notice.

Kansas City skyline beyond Union Station, seen from Liberty Memorial
KANSAS CITY ROOTS.WORKING ACROSS THE U.S.