Services
Advisory that shows up on your bottom line.
Start with one service or combine them. Most clients begin with a free review, and we recommend only what will move your numbers.
Tax Credits & Cost Recovery
Most businesses are owed money they never claim, or keep paying costs nobody has challenged. We find it, document it and help you recover it.
Best for
Employers with W-2 staff, businesses with card processing, and companies with large recurring vendor bills.
Tax credit review
Federal and state credits you may qualify for, including hiring and research credits.
Payroll tax review
Unemployment tax rates and payroll filings checked for errors and overpayments.
Processing fee audit
Card processing statements reviewed for hidden fees and better rates.
Vendor cost reduction
Recurring bills — waste, utilities, telecom, shipping — benchmarked and renegotiated.
Processing fee audit
See what a lower effective rate could save.
Move the sliders to estimate your potential savings. We calculate your real effective rate from your statements during the audit.
Potential yearly savings
$4,800
Illustration only. We calculate your real effective rate from your statements during the audit.
Financial & Tax Planning
Tax planning works best before the year ends, not after. We help you plan business and personal finances together so you keep more and build long-term wealth.
Best for
Profitable owners, professionals and high earners who want a proactive plan.
Year-round tax strategy
Entity elections, owner pay, deductions and timing planned ahead of deadlines.
Custom financial plan
Cash flow, savings and growth targets mapped to your goals.
Retirement & wealth building
Tax-advantaged options for owners to build wealth outside the business.
Protection planning
Insurance and risk review to protect your income, family and business.
Business Setup & Compliance
A business that is set up correctly costs less to run, files on time and is taken seriously by banks and partners.
Best for
New businesses and owners who outgrew their original setup.
Entity structuring
LLC, S-Corp or holding structure — chosen for taxes, liability and growth.
Business foundation
EIN, business bank account, address, phone and listings set up consistently.
Bookkeeping setup
Clean, categorized books and a monthly close you can rely on.
Compliance calendar
Annual reports, licenses and filings tracked so nothing lapses.
Business Plans & Financials
Clear numbers and a credible plan help you make better decisions — and make a strong impression on anyone reviewing your business.
Best for
Owners expanding, bringing in partners, leasing space or preparing for funding.
Professional business plan
Market, operations, team and strategy written to a professional standard.
Financial projections
Three-year revenue, expense and cash-flow forecasts built on real assumptions.
Financial statements
P&L, balance sheet and cash-flow statements prepared from your books.
KPI dashboard
The handful of numbers that matter, tracked monthly.
Also: Funding Readiness
Planning to apply for business funding?
We review your structure, business credit, personal credit for personally guaranteed options, plan and financials so you apply prepared.