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Business Advisory Services

Business Advisory Services

We support clients on a full-service basis. Our business advisory services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of advisory services and consider the items that meet your needs.

  • Entity selection
  • Financial Forecasting
  • Cash Flow & Budgeting Analysis
  • Start-up Company Planning
  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Strategic planning
  • Succession Planning

Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Modern CPAs, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Our Specialties

  • Service-based Businesses

    Service-based businesses require specialized accounting, tax, and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping service-based businesses...

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  • Real Estate

    Modern CPAs works with a wide range of real estate industry professionals, including investors, brokers, agents, lenders, architects, as well as residential and commercial developers. The real estate industry is complex and creates unique challenges along with...

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  • Women-Owned Businesses

    As a small business owned and managed by a woman, Modern CPAs, Inc is the perfect partner for women-owned businesses in many industries. Our firm has a wealth of experience...

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