Business Advisory
Better decisions, made with the numbers in front of you.
Quarterly strategy sessions and a real advisor on call — for the moves that actually shape the year.
Learn more
Serving entrepreneurs nationwide
Tax services, accounting & bookkeeping, and consulting — built for cannabis, construction, restaurants, real estate, and medical practice owners.
Three services, one firm. We prepare your individual, corporate, partnership, and sole‑proprietor returns. We maintain your general ledger, reconcile your accounts, and close the books every month. And we sit beside you on cash flow, budgets, and the decisions that move the business forward.
Tax
Planning, prep & multi‑state filings
Accounting
Monthly close, GL & reconciliations
Consulting
Cash flow, budgets & forecasts
Cannabis · 280EConstruction · WIPRestaurantsReal EstateHotelsPrivate EquityLegalMedicalTechnology
280E
Cannabis tax specialists
Day 15
Monthly books closed
CFO
On call, not on payroll
Industries we serve
Built for businesses that are going somewhere.
Different industries carry different financial realities. We've spent years inside the operational rhythms of the businesses below — so the advice you get isn't generic, it's specific to how your industry actually works.
Advertising
Cannabis
Construction
Consulting
Entertainment & Sports
Financial Services
Hotels
Investment Advisory
Landscaping
Legal
Medical
Nonprofit
Private Equity
Real Estate
Restaurants
Retail
Technology
Wholesale
Don't see your industry? Most of our best client relationships started with that exact question. Start a conversation.
Beyond the numbers
Most owners don't need more reports. They need more clarity.
Tax returns and bookkeeping are outputs. Better decisions are the goal. We focus on what the numbers are actually telling you — and what to do next because of it.
Profitability
Where the margin actually lives — and where it's quietly leaking. We pinpoint both.
Cash Flow
A forward view, not a rear-view mirror. Know what's coming before it arrives.
Financial Visibility
Reports a non-accountant can read, on a rhythm that matches how you make decisions.
Growth Planning
Hiring, capacity, and capital investment modeled before they happen — not after.
Operational Efficiency
Where dollars are doing the most work, and where they're standing still.
Decision Support
An advisor on the other end of the line when the big calls land on your desk.
Forecasting in practice
"We saw the cash gap six months early — and hired anyway, on purpose."
— Construction client, 32 employees
Strategic finance
The confidence to make bigger decisions.
The best business decisions happen when owners understand where they're going before they get there. We bring the financial picture into focus — so the big calls get made with conviction, not hope.
→
Cash flow management
Rolling 13‑week projections. Knowing exactly when to hire, invest, distribute, or hold.
→
Forecasting & budgeting
A working financial model for your business — updated, not shelved.
→
Financial strategy
Pricing, margin, and capital decisions framed against where you're trying to go.
→
Business planning
Quarterly strategic reviews that translate financial reality into a concrete next move.
What we do
Services built around outcomes, not deliverables.
Compliance is the floor. Clarity, profitability, and growth are the work. Every service we offer is framed by the outcome it produces for the business owner.
Strategic Tax Planning
Tax savings designed long before April.
Year‑round planning so every business move is made with the tax picture already accounted for.
Learn moreOutsourced Accounting
An accounting function that runs in the background.
Monthly close, reconciliations, and reports a non‑accountant can read — handled, on rhythm.
Learn moreCFO Services
Strategic financial leadership without the full‑time hire.
Forecasting, KPIs, capital strategy, and a seat at the table when growth decisions get made.
Learn moreCash Flow & Forecasting
Forward visibility into what's actually coming.
Rolling cash models so you hire, invest, and grow on purpose instead of reacting to the bank balance.
Learn morePayroll & Compliance
The recurring work, handled quietly.
Payroll, filings, 1099s, and the operational details that keep the business clean and current.
Learn moreEntity & Structure Strategy
The right structure for where you're going.
Entity design, owner compensation, and multi‑entity coordination built for scale and tax efficiency.
Learn moreIndustry‑Specific Advisory
Operational guidance that reflects how your industry works.
From construction WIP to restaurant margins to cannabis 280E — advice shaped by industry reality.
Learn moreOwner & Personal Tax
Business and personal finances handled by one firm.
Coordinated planning across the entity and the owner — so nothing falls through the cracks.
Learn more
The client experience
What working with our firm actually feels like.
You'll feel the difference inside the first 30 days — in how onboarding moves, how questions get answered, and how the financial conversations get framed.
01
Onboarding done for you
A structured 30‑day handoff. Records, systems, prior firm — we drive it.
02
Always reachable
Direct phone & email to your advisor. No tickets, no client‑success queue.
03
Proactive cadence
We bring up the conversation before you have to. Mid‑year planning, not surprises.
04
Real advisory talks
Quarterly strategy sessions — pricing, hiring, capital, growth, the actual moves.
05
Relationship‑driven
The same advisor, year over year. Your business gets known, not re‑onboarded.
Trust & results
The kind of partner business owners keep, not the one they replace.
They've been in our corner through two acquisitions and a recap. Knowing the same advisor will pick up the phone is worth more than I can quantify.
K. Reyes
Founder · Construction Holdings, $24M
Our prior firm filed our taxes. Top Notch builds the financial picture we actually use to run the business. Different category of partner.
J. Okafor
Managing Partner · Investment Advisory
Onboarding was the easiest finance transition we've ever made. They drove it. We just kept running the company.
S. Bellamy
CEO · Hospitality Group, 4 locations
$1.2B+
Client revenue advised
180+
Active client businesses
98%
Annual retention
20+ yrs
Average partner experience
AICPA Member FirmMACPA AffiliateIRS Authorized e‑file ProviderIntuit QuickBooks Advanced ProAdvisorXero Certified
Start the conversation
If you're building something worth building — let's talk.
A 30‑minute conversation, a clear sense of fit, and a written proposal within a week. No pressure, no obligation — just the start of a partnership built for the long road.
· Mon–Fri · 8:30 – 6:00 ET · Serving entrepreneurs nationwide