Entity choice · Cash flow · Financing
Business advisory
Hiring, pricing, buying equipment, opening a second location: every decision has a tax and cash-flow side. Advisory means you don't make those calls alone.
What's included
- Entity structure and restructuring
- Cash flow forecasting and budgeting
- Pricing and margin analysis
- Financials prepared for lenders and investors
- Quarterly review meetings
- Exit and succession planning
Who it's for
- Owners past the startup phase and growing
- Businesses considering a big purchase or hire
- Anyone applying for financing
- Owners who want a second opinion before deciding
What we'll need from you
- Current financial statements
- The decision you're weighing
- Your goals for the next one to three years
Questions
Before you ask.
The three questions we hear most about this service.
Yes. Bookkeeping records what happened. Advisory uses those numbers to decide what happens next.
Related
Often paired with this.
Form 1040 · 1120-S · 1065 · 1120
Tax preparation & filing
Individual and business returns, prepared right and filed on time.
Learn moreQuarterly estimates · Year-end review
Tax planning
Strategy across the year so April holds no surprises.
Learn moreP&L · Balance sheet · Reconciliations
Bookkeeping
Clean monthly books you can actually make decisions with.
Learn more
Free consultation
Let's talk about business advisory.
Twenty minutes, no obligation. Bring your questions, your last return, or nothing at all.
Or call +1 (786) 688-7861