Business Advisory
Strategic Financial Guidance for Business
Running a business means making financial decisions every month that impact your cash flow, taxes, and long-term growth. Business advisory services are designed to help you step out of reactive decision-making and into a clear, strategic plan backed by real numbers.
As an Enrolled Agent with deep experience working alongside business owners, we go beyond surface-level reporting. We help you understand what your financials are actually telling you, identify opportunities to improve profitability, and make proactive decisions that align with your goals.
Whether you’re scaling, restructuring, or simply trying to gain clarity, our advisory support gives you a trusted financial partner who understands both the tax and operational sides of your business.
Business Advisory Services
Diagnostic & Strategy Review
A comprehensive review of your financials, entity structure, and current processes to identify gaps, risks, and growth opportunities.
Quarterly Advisory Meetings
Ongoing check-ins to review performance, assess tax implications, and adjust strategy as your business evolves.
Entity Selection (S-Corp vs LLC)
Support in choosing or restructuring your business entity to align with your income, goals, and tax efficiency.
Business Formation
Receive guidance in setting up an LLC or S-Corporation that fits with your business goals and strategies.
Business Financial Reviews
Clear, plain-language analysis of your financial reports so you understand where your money is going—and what to do next.
Ongoing Advisory Support
Access to strategic guidance throughout the year without feeling like every question starts the clock.