SERVICES
Business Advisory
Business advisory services provide clarity when financial decisions carry long-term impact. By combining financial insight with practical business understanding, Stidd CPA helps organizations navigate growth, manage change, and align strategy with sound financial planning.
Future-Proof Your Business: Expert Business and Tax Analysis & Advisory for Long-Term Profitability
As a business owner, your time is invaluable, and we understand that your focus should be on growing your business, not becoming an accountant. At Stidd CPA, I recognize the need for business owners to have readily available data to make informed decisions and successfully steer their ventures.
Business advisory services are about more than occasional guidance; they are a continuous partnership that supports your long-term financial health and strategic direction. At Stidd CPA, our business advisory focus is rooted in understanding your business’s unique dynamics, challenges, and opportunities. We work with leaders to translate financial data into meaningful insights that inform strategic decisions and drive organizational performance.
Whether you are evaluating growth opportunities, refining operational processes, or planning for a major financial event, our advisory services help you see beyond the numbers. We emphasize thoughtful analysis, proactive planning, and transparent communication so you always know where your business stands and what steps will move it forward with confidence.
Effective business advisory begins with understanding how financial information connects to operational and strategic goals. At Stidd CPA, we help business owners interpret their financial data in a way that supports confident decision-making. By analyzing performance trends, identifying risks, and highlighting opportunities, we provide insight that helps businesses adapt and grow in an increasingly complex environment.
Our advisory services are designed to support informed planning rather than reactive decision-making. We work with clients to evaluate current performance, assess future scenarios, and develop strategies that align financial resources with long-term objectives. This structured, forward-looking approach allows businesses to move ahead with clarity, stability, and purpose.
Business Advisory Services
My goal is to provide you with the assurance that your financial data is not just accurate but also invaluable in running your business. Trust Stidd CPA to be your partner in achieving financial clarity, giving you the freedom to focus on what matters most—growing and nurturing your business. Let Brian handle the numbers so you can lead with confidence.
Review Client Prepared Financials
Ensure the accuracy of your financial records with our meticulous review of client-prepared financials, providing a reliable foundation for sound financial decision-making.
Management Use Report
Obtain a comprehensive report featuring essential financial statements including the balance sheet, income statement, agreed upon report calculation, and ratio analysis.
Outsourced Accounting
Don’t have an internal accountant? Stidd CPA is here to help with outsourced accounting services. Click here to see your options and learn more about how we can help you streamline your finance and accounting functions.
Accounting Software Selection
Selecting the right accounting software is crucial for your business, and I’m here to help. Unlike firms pushing QuickBooks due to preference, Stidd CPA will recommend the right software for your needs, be it QuickBooks, XERO, Sage, or any other.
Strong advisory relationships are built on consistency and trust. At Stidd CPA, we provide ongoing guidance that helps business owners stay aligned with their financial goals as conditions change. By maintaining a clear understanding of financial performance and business priorities, we help clients make decisions with confidence and avoid unnecessary risk.
What distinguishes effective advisory work is not just expertise, but the ability to connect that expertise to your business priorities. At Stidd CPA, we help clients understand the implications of financial trends, identify areas for improvement, and align business objectives with practical financial strategy. Rather than simply highlighting issues, we focus on delivering actionable recommendations that can be implemented with clarity and purpose.
Our approach is collaborative and tailored. We take time to listen, analyze, and work alongside business owners and leaders to ensure that recommendations are relevant and aligned with your goals. By supporting continuous improvement and providing insights grounded in real financial data, we help position your business for sustained success and sound decision-making.
Service Packages for Business Advisory
| Services | Advisory | Planning | Base |
|---|---|---|---|
| Review Client Prepared Financials |  | | |
| Propose AJEs and Adjusted Balances | | | |
| Accounting Assistance | | | |
Quarterly Management Use Report with: | |||
| Balance Sheet | | |  |
| Income Statement | | | |
| Quarterly Tax Review | | | |
| Agreed Upon Report Calculation | | | |
| Ratio Analysis | | | |
| Budget Creation and Review | | | |
Minimum Quarterly Fee | $1,500 | $1,000 | $500 |