We help navigate the finance and accounting complexities facing today's businesses. 

Based in Syracuse, New York

In a constantly changing financial and regulatory environment, many small and mid-sized companies simply do not have the resources or expertise to address their accounting and finance needs in an efficient and cost effective manner.  O’Connor Financial Services, Inc was founded and is managed by a Certified Public Accountant with over 20 years of financial and small business experience.  Each of our individually tailored accounting and consulting services are executed with the long-term success of your company or non-profit organization in mind.  The results of our services are valuable management tools that allow our clients to become fully informed decision makers.

 

WHAT WE DO

Point You in the Right Direction

New Business Start Up and System Set Up

Starting a business is an exciting proposition, but it’s also an incredibly challenging undertaking.  Decisions you make today will affect your business for years to come.  Our new business system set up services will give you confidence in your finances, allowing you to focus on what is most important, growing your business.

Provide Ongoing Expert Guidance

Part-time CFO and Controller Services

Many companies believe their only options are to do without the expertise of a controller or CFO or hire one as a full-time employee.  Our scalable controller and CFO services give our clients access to the business and accounting expertise they require in the most efficient manner, passing considerable savings on to the owners.  Our services provide companies with better financial intelligence that allows them to have confidence in their business decisions.

Handle the Difficult Problems

Accounting and Corporate Finance Consulting

We provide a wide array of finance and accounting services, including:
- Due diligence
- Internal control reviews
- Accounting clean-up
- Segment and product cost and profit analysis
- Budgeting and long-term planning
- Transactional consulting
- Fraud examination
- Board and investor presentations

Where we work

Industries we focus on

Diverse financial experience and industry focused continuing professional education has allowed O'Connor Financial Services to focus on the following industries:
- Small businesses
- Retail
- Advertising
- Non-profit and governmental
- Manufacturing
- Construction
- Professional services
- Real estate

 

ABOUT BRAD O'CONNOR

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O’Connor Financial Services was founded and is managed by Bradley J. O’Connor.  Brad is a Certified Public Accountant with over 20 years of experience providing accounting services to non-profit organizations and for-profit businesses of all sizes.  His broad financial leadership experience allows him to understand the complex financial and administrative issues facing today's businesses.  


Brad’s career started with  PricewaterhouseCoopers, the largest accounting firm in the world, and continued with two regional public accounting firms in the Syracuse area.  While in public accounting, Brad provided audits and accounting services to companies and non-profits in sizes ranging from $100,000 to $10 billion.  Since starting O’Connor Financial Services, Brad has worked for companies in the real estate, non-profit, construction, retail, advertising and other industries.  In addition, his client-first approach has allowed him to start and grow six successful small businesses of his own. 


Brad volunteers his time as a member of the board of directors of Aurora of CNY, Inc. and Girls on the Run of the Finger Lakes, Inc.  In the past he has worked with the Polish Home of Syracuse and Most Holy Rosary School, including several terms as Treasurer and Chair of the Finance Committee.


Brad is a graduate of the Villanova School of Business and is a licensed CPA in the State of New York.  He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.  He currently lives in Syracuse with his wife and three daughters.

 

CONTACT US

Have a particular problem you’re trying to solve? Contact us today and see what we can do for you.

4736 Onondaga Blvd #157, Syracuse, NY 13219, USA

(315) 464-0089

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O'Connor Financial Services