Advisory Services Overview
Sure, we do tax and accounting work, but our main focus is on personalized advisory work with our clients. Why? Because we believe the best way to help business owners is to understand their goals, inside and out.
Business advising/planning
Business best practice
Income strategies
Tax efficiency analysis
Real estate investing
Fringe benefit planning
Growing revenue
Cutting costs
Identifying and addressing cash flow issues
Changes in ownership
Restructuring
Acquisitions
Business/geographic expansion
Name Image Likeness (NIL)
Work with us on tax planning, and we’ll proactively analyze your finances to ensure minimum liability and maximum efficiency. We’ll leverage our depth and breadth of experience to prevent mistakes or oversights that could cause snarl-ups in the future.
Projection of tax owed
Preparation of all tax forms
Suggestions and strategies
Timing of income and purchases
Planning for expenditures
Even if you aren’t ready to hire a full-time, permanent CFO, you still need someone to help you plan for long-term financial success. Our expert financial strategists can step in as fractional CFOs to analyze your company’s financial situation and manage it going forward, in order to define opportunities for revenue growth and overall profitability.
Growing revenue
Cutting costs
Identifying and addressing cash flow issues
Changes in ownership
Restructuring
Acquisitions
Business/geographic expansion
This service is tailored to college athletes navigating new NIL rules and regulations:
Guidance on NIL contract negotiations
Strategies for monetizing name, image and likeness
Tax planning and compliance for NIL income
Business and brand development for student-athletes