Choosing the right entity (LLC, S-Corp, nonprofit, etc.) and structuring relationships (shareholders, operating agreements, multi-entity arrangements) to balance tax responsibility, legal protection, and future growth.

Regular check-ins (monthly, quarterly, or annual) to review your financials, KPIs, and strategy. We help you understand what the numbers mean, where you’re under-leveraged, and where you can improve margins.

Planning for cash flow, upcoming investments, hiring, etc. So you’re not caught off guard. Helps with deciding when to scale, when to hold back, when to invest.

Guidance on contracts, partnerships, investor arrangements, operating agreements so you can structure deals that protect you, serve you, and grow with you.

For businesses that need ongoing financial oversight but aren’t ready for a full CFO. We act as your strategic partner: setting budgets, monitoring metrics, helping with financial decisions.