Business Advisory Services for Startups and Small Businesses

We offer comprehensive business advisory services to help you overcome obstacles and achieve your goals. Our services include:

Business Planning and Strategy

Whether you’re starting a new business or looking to grow your existing business, we can help you develop a solid plan and strategy. We’ll work with you to identify your goals and develop a roadmap to achieve them. We’ll also help you identify potential risks and opportunities to ensure that your plan is realistic and achievable.

    Financial Analysis and Management

    Our experts can help you identify financial trends and make informed decisions about your business. We’ll work with you to create a budget and financial plan that meets your needs and goals. We’ll also provide ongoing support and advice to help you manage your finances effectively.

      Operations Management

      Managing your business operations can be a complex task, but we can help you streamline your operations and increase efficiency. We’ll work with you to identify areas for improvement and develop strategies to optimize your processes. We’ll also provide ongoing support and advice to ensure that your operations run smoothly.

        Business Advisory FAQ’s

        My business is complex, how will this work?

        You’re right, every business is different and can be complex. We take the time to learn about your business, create a plan, set goals and determine a strategy to execute.

        This sounds expensive, how much does it cost?

        Pricing starts at $700 per month – this is perfect for businesses that are not ready for a full-time CFO.

        Is my business ready for a Financial Officer's role?

        Yes, every business can benefit from working with a Financial Officer, it can be project-based or a few hours a quarter.

        Can you help me lower my tax bill?

        There are ways for you to legally reduce your tax bill, we can discuss R&D Credits, depreciation, and filing cash or accrual basis.

        What are the differences between LLC’s, S-corps, C-corps, and a Sole Proprietorship?

        Our tax service can assist you with understanding the best entity type for business.

        Do you offer tax planning?

        Yes, our accountants and CPA can help with any strategy, and ensure there are no surprises at the end of the year.

        Professional Services You Can Rely On

        We integrate emerging technologies into traditional financial sectors to make them safer, faster, and more efficient. Our mission is to help companies to leverage their resources to create opportunities for growth and value realization.