Advisory Services

Service Description

Financial advisory and consulting services for business owners who need strategic support beyond bookkeeping and tax preparation. We help you understand your numbers, plan ahead, and make confident decisions. Fractional CFO Services starting at $950/mo. Cash flow forecasting, financial modeling, budget creation and variance analysis, and strategic guidance for business owners who need a financial partner at the table without the cost of a full-time CFO. Tax Planning and Projections available year-round. We work with you throughout the year to minimize your tax liability, plan estimated payments, and position your business for the best possible outcome at filing time. Entity Structure Guidance for business owners evaluating sole proprietorship, LLC, S-Corp election, or other structures. We analyze your situation and recommend the right setup for your goals and tax position. HR Setup starting at $500 as a one-time engagement for businesses building their first employee structure, including payroll setup and compliance basics. Payroll Support Add-On starting at $200/mo for businesses that need ongoing payroll processing and management alongside their accounting services. Your appointment is a consultation to discuss your business goals and determine which advisory services fit your needs.