What is Business Advisory?

Advisory and consulting are similar, but advisory is wider in scope and relationship based, as opposed to consulting which is generally only project oriented. Advisory can also include fractional CFO, HRO, and COO services.

Custom Tailored to You

Advisory can be as simple or as complicated as you need.

It can be as simple as tax planning to keep more of your money to as complicated as multi-year growth strategies and whole firm transformation.

Maximize Your Business’ Potential

Growth Planning and Optimization

  • All encompassing evaluation of your business, including:

    • Long-term goals

    • Financial statement analysis and forecasting

    • SWOT (strengths, weaknesses, opportunities, and threats) analysis of your business.

    • Evaluation of existing accounting practices, branding, technology, business processes, and HR/employment practices.

    • A personally tailored plan to address your needs and leverage your strengths.

    • Implementation of tax plans that will save your business significant money and grow your profits.

    We believe in building a long-term relationship with you and your business, and will serve as trusted advisors whenever you need us.

Tax Mitigation and Tax Planning

  • We will conduct a deep dive into your finances to access your current tax burden. From there we will:

    • Implement your new tax strategy so you can increase cash flow, increase profits, and accelerate your business’ growth.

    • Adjust your tax mitigation strategy as tax codes change, your business needs change, and your goals change.

Business Valuation & Succession Planning

  • We will work with you to establish your personal wealth goals, and/or your succession goals for your business. We will also:

    • Determine the present value of your business and use financial forecasting to calculate the future value.

    • Determine your current tax burden and formulate a plan to help you reduce what you pay.

    • Implement your new tax strategy to save you money on your personal taxes and/or your business’ taxes.

    • Partner with you in developing a transition plan for your business.

    • Adjust your tax mitigation strategy and succession plan as tax codes and business plans change.

  • Your expense reports and financial transactions are integrated with our software, and our talented bookkeepers track every penny that goes through your business. Similarly, payroll can also be integrated with our team who will ensure your staff are paid on time every time for their hard work.

    This service can stack with our tax planning services to maximize cost savings and grow your business.

Bookkeeping and Payroll

Our Process

  • We will learn about what you do, your ultimate goals, and what you need. We will become experts on you.

  • Implement your personalized strategy with clearly defined goals and benchmarks.

  • We will build a relationship with you and follow up on progress, making necessary adjustments and always working towards your future.