Strategic Advisory Services
Five interconnected advisory disciplines designed around growth, control, and long-term enterprise value — delivered with CPA-level rigor and founder-level urgency.
A Complete Strategic Finance Platform
Each service is designed to work independently or as part of an integrated advisory engagement tailored to your specific growth stage and financial goals.
CFO Advisory
Executive-level financial leadership without full-time overhead. Fractional CFO governance, reporting cadence, and scenario-based planning for founder-led businesses that need to scale with confidence. Includes cash flow forecasting, board-ready reporting, and margin analysis.
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Tax Strategy & Planning
Proactive tax strategy aligned to business growth and owner outcomes. Year-round tax modeling and implementation planning tied to operating goals — not just year-end compliance. Covers entity structure, compensation design, and quarterly projections.
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Accounting & Bookkeeping
Precision financial recordkeeping that forms the foundation for every strategic decision and tax outcome. Clean, consistent books maintained to CPA standards — giving you accurate data when it matters most for decisions, financing, or due diligence.
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Exit Planning
Build enterprise value and readiness for transaction, transition, or recapitalization. Multi-year value acceleration planning with tax and financial readiness milestones. Designed to maximize valuation confidence and minimize friction during due diligence.
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Audit Support
Organized audit readiness and coordinated support through every request cycle. Structured documentation workflows and centralized response management that reduce leadership distraction, shorten timelines, and strengthen stakeholder confidence.
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While each service delivers standalone value, the most transformative client outcomes come from an integrated advisory engagement where all five disciplines reinforce each other.
Foundation Layer
Accurate accounting and bookkeeping creates the data foundation that makes every other advisory service more effective. Clean books are the prerequisite for strategic decision-making.
Optimization Layer
CFO advisory and tax strategy work in concert to optimize both financial performance and tax efficiency — ensuring that growth is captured on both the top line and the bottom line.
Value Creation Layer
Exit planning and audit support build the enterprise value and institutional credibility that command premium valuations and smooth transaction processes when the time comes.
Not Sure Where to Start?
Complete our qualification form and we'll identify the services most relevant to your current stage and financial challenges.