Advisory Services and Packages.

  • Cash Flow Forecasting

  • Cash Flow Planning Using Your Corporation-LLC

  • Budgeting/Forecasting

  • Entity Structure Planning

  • Succession Planning

  • Estate Planning

  • Planning Sessions / Goal Setting and Tracking

  • Social Security Planning

  • Tax Planning and Projections

  • Buildout and Expansion Planning

  • Equity Planning-Post Tax Net Worth

  • Objectives and Key Results (OKRs)

  • Financial Performance Analysis

  • Sales Tax Risk Assessment/Nexus Review/SALT Compliance

  • Business Valuation

  • Cost Benefit Analysis

  • Benefit Plan Analysis and Consulting

  • Buy-Build-Lease Analysis

  • Officer Pay Analysis / Officer Pay Development

  • Entity Tax Benefit Analysis

  • Independent Contractor-Employee Analysis

  • Accounting Workflow Optimization

  • Accounting System Configurations
  • Business Advisory

  • Corporation-LLC Income Strategies

  • Education Savings and Income Shifting Strategies

  • Audit Representation

  • Business Start-Up

  • Virtual CFO Services

  • Loan and Investor Acquisition Services

  • Selling a Business Coaching

  • Leasehold Improvements Cost Segregation

  • Rental Property Operations

  • Board Meeting Support

  • Financial Report Review Meetings

  • Tax and Business Registration Review

  • Business Operations and Documentation

  • Company Fringe Benefits

  • Foreign Bank Account Review (FBAR)