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SERVICES
Monthly Financial Strategy
Finding leaders who set strategy, shape culture, and drive results in
Architecture, Construction, and Engineering.
Tax Forecasting & Planning
Quarterly projections of taxable income and tax payments; proactive deductions and credits planning to lower year-end liabilities.
Operational Budgeting
Create and maintain budgets that track food, labor, and overhead — updated monthly and tied to performance targets.
Cash Flow Alignment
Time expenses and tax payments with your sales cycle to avoid cash shortfalls and make capital investments smoother.
Credit & Incentive Maximization
Identify and document tax credits (e.g., FICA tip credits, R&D) and ensure you receive eligible incentives.
Smart Owner Compensation
Structure owner pay and equipment purchases to maximize tax advantages like bonus depreciation.
Outcomes You Can Expect
01
Predictable cash flow and fewer year-end shocks.
02
Lower tax liability through proactive planning.
03
Faster, more confident decisions driven by timely data.
04
Clear roadmap for investments and growth.
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