Advisory that shows what your numbers mean
Financial statements and tax returns tell you what happened, and advisory is about deciding what happens next. Because we already know your books and taxes, we can help you weigh options with a clear view of your cash, profit, and tax bill.
Questions we help owners think through
- Can I afford to hire someone else?
- Should I buy this equipment now or wait until next year?
- How much should I be paying myself?
- Why is revenue growing when cash still feels tight?
- What will this decision do to my taxes?
- Are expenses growing faster than they should be?
- What should I take care of before year-end?
What an advisory relationship can include
- Regular financial review meetings
- Walkthroughs of your profit and loss and balance sheet
- Cash flow planning
- Budgets and forecasts
- Tax projections
- Owner compensation and distributions
- Evaluating major purchases or investments
- Scenario planning for big decisions
- The key numbers to watch for your type of business
- Planning for growth, a new location, or an eventual exit
- Coordination with your attorney and financial advisor
Better advice from people who already know the business
Our advisory work builds on an existing accounting and tax relationship, so meetings go straight to what's changing and what you're deciding instead of catching up.
As much or as little guidance as you need
Some owners want a check-in a few times a year, and others want monthly reviews and a call before every big decision. We'll set the scope around your business and adjust as you grow.
More services for businesses
- Accounting & BookkeepingMonthly books, reconciliations, and financial statements you can actually use.
- PayrollFull-service payroll, tax deposits, and quarterly and year-end filings, from one employee to a growing team.
- Business Tax & Tax PlanningReturns for S corps, partnerships, C corps, and sole proprietors, plus planning that happens before year-end.
Want more from your accounting relationship?
Tell us about your business, where things stand today, and where you'd like more guidance.
Prefer to talk it through? Call (336) 701-6264 or book an introductory call