The Accounting Agency
Strategic Advisory & Specialized Financial Services
BEYOND COMPLIANCE. BUILT FOR DECISION-MAKING.
Financial Guidance for Growth-Focused Business Owners
Some decisions require more than accurate books and filed returns. They require interpretation, forecasting and a strategic plan.
Our advisory services are designed for business owners who want clarity before making key financial moves, whether scaling operations, restructuring compensation, improving profitability or preparing for long-term growth.
What Advisory Includes
Financial Strategy & Performance
Profitability analysis
Cash flow forecasting
Expense optimization review
Margin evaluation
Budget development
KPI identification & tracking
Business Structure & Tax Strategy
Entity selection guidance
S-Corporation election analysis
Owner compensation planning
Retirement contribution strategy
Tax projection planning
Estimated tax calculation support
Specialized & One-Time Services
Cleanup & catch-up accounting
Financial statement review
Software setup & optimization
Internal process review
Fractional controller support
Coordination with legal & financial professionals
Ways to Work With Us
Tax Strategy & Planning
A strategy session, a written plan covering entity structure, reasonable compensation, retirement contributions, the qualified business income (QBI) deduction and the timing of income and deductions, then a delivery call to walk you through it.
Advisory Calls
One-off sessions to dig into the numbers behind a specific decision, from hiring to financial goals.
Ongoing Advisory
Tax clients can keep us on retainer, with hours drawn down across the year. Other businesses can choose quarterly or semi-annual advisory.
Projects
S corporation analysis, bookkeeping clean-up and QuickBooks Online setup.
How It Works
- Discovery. We talk through your goals, your concerns and where your numbers stand today.
- Analysis. We review your books, recent returns and projections to see the full picture.
- Recommendations. You get a clear plan with the numbers behind it, not just general advice.
- Follow-through. We help you put the plan in place, from payroll setup to estimated payments and budgets, and check in as your business changes.
Fractional Controller Support
Laura has served as controller for construction, distilling and manufacturing businesses, running month-end close, budgets, forecasts, variance analysis and internal controls.
Our fractional controller service brings that same experience to growing businesses that need more than bookkeeping but are not ready for a full-time hire. See Laura's background.
Pricing
Foundational
strategy plan
from $750
Comprehensive
strategy plan
from $1,500
Advisory
call
$350
per session
QuickBooks Online
setup
$600
Ongoing advisory is available on retainer for tax clients (four-hour minimum), or as quarterly or semi-annual plans for other businesses, quoted to your needs. We will confirm your fee after your consultation, before any work begins.
Is Advisory Right for You?
Business owners scaling revenue
Founders preparing to hire
Owners unsure how much to pay themselves
Companies ready for structured financial planning
Entrepreneurs seeking long-term tax efficiency
Frequently Asked Questions
It can reduce self-employment tax once your profit is high enough to support a reasonable salary, but it adds payroll costs and extra filings. We run the numbers for your situation before you decide.
The IRS requires shareholder-employees who work in the business to receive reasonable compensation before taking distributions. We help you set a salary that is defensible and that your cash flow can support.
Before year end. Many strategies, such as changes to owner pay, equipment purchases and some retirement contributions, need to happen during the tax year to count.
No. Advisory is open to any business owner. It works best when your books are current, so if yours are not, we can bring them up to date first.
Tax strategy plans and advisory calls are fixed fees. Ongoing advisory is available on retainer for our tax clients, or on a quarterly or semi-annual basis for other businesses. See the pricing above.
Confident Decisions Start with Clear Financial Insight
Strategic advisory bridges the gap between compliance and leadership.