Advisory & Consulting Services
From startup consulting to long-term financial strategy, we help you make smart decisions that move your business forward. Let us guide your next financial step with confidence.
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✅ Business Entity Setup
✅ Budgeting & Forecasting
✅ Books Cleanup & Tax Efficiency
Business Entity Setup
Start your business on the right foundation.
Choosing the right business structure is a critical first step toward long-term success. We guide entrepreneurs and small business owners through the entity formation process—whether it's a sole proprietorship, LLC, or S-Corp—ensuring your setup aligns with your financial goals, liability preferences, and tax advantages.
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✅ Entity selection advice (LLC, S-Corp, Sole Proprietor, etc.)
✅ Filing and registration with state and IRS
✅ EIN application and compliance setup
✅ Ongoing guidance for growth and compliance
Budgeting & Forecasting
Plan with confidence and stay ahead of your financial goals.
Our budgeting and forecasting services help small business owners create realistic financial plans and make informed decisions. We work with you to develop customized budgets and financial forecasts that align with your business objectives, identify potential risks, and uncover opportunities for growth.
✅ Annual and quarterly budget planning
✅ Revenue and expense forecasting
✅ Scenario analysis for decision-making
✅ Performance tracking against financial goals
Books Cleanup
Get your finances back on track with clean, accurate records.
If your accounting records are disorganized, outdated, or incomplete, our books cleanup service can help. We’ll review, correct, and reconcile your financial data to ensure everything is accurate, compliant, and ready for tax season, audits, or strategic planning.
✅ Catch-up bookkeeping for past months or years
✅ Bank and credit card reconciliations
✅ Error correction and reclassification
✅ Preparation for tax filing or audits
Tax Efficiency
Keep more of what you earn with strategic tax planning.
Our tax efficiency services help small business owners reduce their tax liability through proactive planning and smart financial strategies. We analyze your business structure, income, and expenses to identify opportunities for deductions, credits, and long-term savings—all while staying fully compliant with IRS regulations.
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✅ Strategic tax planning tailored to your business
✅ Entity structure optimization (LLC, S-Corp, etc.)
✅ Income deferral and expense timing strategies
✅ Year-round guidance to maximize after-tax profits