You’ve Built a Successful Business. Now Let’s Make It Run Like One.
When you're crossing the $5 million mark, things don’t just get bigger — they get busier. More moving parts. More complexity. More on the line.
What worked in the early stages is probably isn’t cutting it anymore.
Now’s the time for deeper strategy, cleaner systems, and a financial team that’s ready to help you lead — not just catch up.
That’s exactly what the
Enterprise Advisory Package is designed for.
This Package Is Perfect If…
- You’re bringing in $5M+ each year
- You’re running multiple entities, departments, or business lines
- You’re ready to level up your tax strategy and reporting
- You want clearer insights to make faster, smarter decisions
- You’re planning ahead — for scale, succession, or sale
What’s Inside the Enterprise Advisory Package
1. Tax Strategy That Works at Scale
At this level, tax strategy isn’t optional — it’s essential. We’ll help you protect more of what you’ve earned and plan smarter for what’s next.
- 6 Tax Strategy Sessions Per Year
More frequent check-ins mean we adjust in real time — not after it’s too late.
- Custom Tax Roadmap (Updated Annually)
Your plan grows with you — so it’s never out of date.
- Entity Optimization & Holding Company Strategy
We design your structure to protect assets, reduce taxes, and stay lean.
- Advanced Tax Credits & Incentives
R&D, IC-DISC, cost seg — we’ll uncover savings you didn’t know you had.
- Exit & Succession Tax Planning
Whether you're thinking five years out or ready now, we’ll help you do it right.
2. Financial Systems That Help You Lead
Numbers don’t mean much if they’re confusing. We’ll build a reporting system that delivers clarity, not clutter.
- Monthly Financial Reports (Customized)
Your leadership team gets what they need — nothing more, nothing less.
- 12-Month Forecasting & Strategic Budgeting
You’ll plan for growth with a clear view of what’s coming.
- Live Dashboard With Key Metrics
Check cash flow, revenue, and margins in real time — from one place.
- Consolidated Reporting for Teams & Entities
We pull it all together — so you don’t have to.
- System Automation & Integration Support
We make your software play nicely together. Fewer manual steps. Better accuracy.
3. Real Strategy — Not Just Numbers
Our team becomes your partner — so you’re not facing growth decisions alone.
- Monthly Strategy Calls With a Senior Advisor
Tackle big moves, tough calls, and hidden opportunities — with backup.
- ROI Forecasting & Pricing Models
Before you say yes to anything big, we’ll map out what it’ll really mean.
- Compensation & Profit-Sharing Strategy
Build pay structures that reward results and keep your team on board.
- Buy/Sell M&A Guidance
Acquisitions or exits — we walk you through the process and the financials.
- Exit Strategy Support
You’ll leave on your terms — with the value you’ve worked hard to build.
4. Filing & Compliance — Taken Off Your Plate
We take the pressure off your team — and keep you in good standing.
- Complete Business & Personal Tax Filing
S Corps, partnerships, multi-owners — we’ve got it covered.
- Multi-State & Nexus Compliance
We’ll handle filing everywhere you operate — with no dropped balls.
- K-1 Prep for Owners/Partners
Delivered clean and on time — synced with your personal filing timeline.
- Annual Compliance Check
We review everything so you’re not surprised by an IRS letter later.
5. Year-Round Support & Training
Get access to the tools, people, and answers you need — whenever you need them.
- Unlimited Email Access to Our CPA Team
Got a question? We respond quickly — without hourly billing stress.
- Quarterly Masterclasses With Salim Omar, CPA
Deep dives on profit, leadership, tax, and strategic growth.
- Resource Vault With SOPs, Templates & Tools
No need to reinvent the wheel — we’ve got what your ops and finance teams need.
- Team Training & Internal Workshops
We’ll upskill your bookkeepers, ops leads, or finance staff — so they keep up with the business.
Here’s What This Really Means for You
- You’ll stop overpaying and start building wealth
- You’ll finally have reports that drive decisions — not confusion
- Your team will run more efficiently, with less stress
- You’ll move forward with a strategy that fits your business
- You’ll have a partner who gets how much you’re carrying — and can help lighten the load
Try It — With Zero Risk
Test us out for 30 days. If you're not fully confident in the value, we’ll either make it right or apply your investment to another service.
Simple. Straightforward. No pressure.
We Only Take a Few Enterprise Clients
This level of service takes focus. That’s why we work with just a handful of clients in this tier each year.
Ready to bring clarity and control to your next phase of growth?
What Business Owners Say
As our business passed $5M, we needed a real partner — not just a CPA. This team delivered insights, systems, and clarity. I’m not just reacting anymore.
Greg S. Founder
National Marketing Firm
We cleaned up our departments, dialed in our comp plan, and prepared for a successful sale — with help every step of the way.
Lisa M., COO
Healthcare Group
They helped us go from ‘barely managing’ to operating like a serious enterprise. Dashboards, strategy calls, tax savings — all of it.
Jordan B., CEO
Multi-State Service Business
Ready to Scale With Strategy?
We’ll help you lead with better numbers, smarter systems, and a long-term plan that makes sense.
