2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award
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Business Advisory Services

Avoid costly mistakes.

Jump on big opportunities.

Working with an accounting and advisory firm you can trust makes the most of the hard work you put into your business. As your partner, we look at the story behind the numbers to formulate your best plan moving forward.

Sager CPAs & Advisors empowers you to understand your financial situation and make informed decisions, minimizing your tax liability and maximizing your wealth.

Business Advisory Services

Running a successful business means constantly making decisions that carry financial implications and consequences. Taking on this responsibility alone can lead to burnout and mistakes.

You need a team of experts to have your back and map out a clear path forward for you to follow. To help you plan for the knowns and unknowns you will encounter along the way.

Sager CPAs & Advisors’ business advisory and consulting services apply our proactive approach to your business’ growth and success.
Advisory services at Sager CPAs & Advisors include:
  • Strategic planning
  • Information and insights
  • Tax deduction optimization
  • Guidance for home office/car write offs
  • Performance metrics analytics
  • Review and evaluation of internal controls
  • New Business Formation
  • Entity Structure
  • Business Valuation
  • Debt and Financing
  • Financial Projections and Forecasts
  • Cash Flow Management

Stop spinning your wheels and put your business in gear

We appreciate that our work deals with some of the most significant parts of our clients lives.

While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client.

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We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.

We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation.

Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start.

This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success.

Here’s how we do it:

  1. Schedule a consultation. We want to understand your challenges and your goals.
  2. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
  3. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals.

Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money.

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