Understanding financial statements
What the numbers are actually telling you, in plain terms.
Certified Public Accountants · Lake Orion, MIMon–Fri 9–5 · (248) 564-1410
Core Advisory
Upfront Core Business Advisory
A solid foundation is essential for any successful business, which is why this is the first step in our collaborative journey — designed around the fact that every business is as distinct as its fingerprint.
Three segments
Each one builds on the last.
The Upfront Core Business Advisory service comprises three distinct segments, each meticulously crafted to build upon the previous one — analysis first, then the strategies that come out of it, then the coaching that puts them in place.
1
Segment 1
Best practices
Our highly trained and experienced advisors conduct an in-depth financial analysis of the business, examining key performance indicators, revenue streams and expense patterns. That's how we identify the areas of strength — and the openings for improvement.
Business expenses — general
What belongs in the business, and what doesn't.
Basics of tax efficiency
The levers available to you before anything is filed.
Business credit cards
Set up so the bookkeeping stays clean all year.
Documentation
What to keep, and what it has to be able to show.
Record keeping
A system that survives an audit and a growth year.
Bank accounts
Structured so the business and the owner stay separate.
2
Segment 2
Strategies
We transition from analysis to actionable strategy. Tailored recommendations on enhancing operational efficiency, optimizing tax efficiency and implementing proven best practices — designed to streamline your processes, reduce costs and maximize the bottom line.
Paying yourself through the business
The most-asked question in the room, answered properly.
Auto expenses
Mileage versus actual, and which one actually wins for you.
Tax payment planning
No surprises in April, and no over-paying in June.
Business use of home
Claimed correctly, with the documentation behind it.
Meals and entertainment
The current rules, applied to how you really operate.
Reasonable compensation
The S-Corp question the IRS cares most about.
Business expense reimbursements
An accountable plan that holds up under a look.
3
Segment 3
Coaching
Personalized coaching and guidance, one-on-one, with hands-on support as you navigate the implementation. Ongoing mentorship is what turns a recommendation into a result — and it's the difference between a plan you read and a plan you run.
Paying yourself through the businessAuto expensesTax payment planningBusiness use of homeMeals and entertainmentReasonable compensationBusiness expense reimbursements
Throughout the Upfront Core Business Advisory program you can rely on tailored guidance, practical solutions and encouragement at every step. By the end of this first phase you'll have a clear roadmap for growth, empowering you to make informed decisions and drive the business forward with confidence and momentum.
Let's plan for your future — start today
Ready to build the foundation?
Next: Core Business Services for the year-round compliance work, or Core Specialized for the situations that sit outside it.
Keep going
The other two pieces
CORE Services
Tax, accounting and payroll — the compliance work that carries the strategy through the year.
CORE Specialized
Succession, controller support, estates, classification, BOI and the rest of the advanced work.