Advisory Services

Advisory services are where accounting stops being purely historical and starts becoming useful. Clean books tell you what happened last month. Advisory work helps you decide what to do next—how much to set aside for taxes, when to invest, when to hire, how to improve cash flow, and which decisions actually move the needle without creating compliance headaches later.

Here at Schyler C. Smiley, CPA PLLC, advisory is built around proactive planning, clear communication, and high attention to detail. We combine tax planning with practical business guidance so you can make informed decisions with fewer surprises, whether that means projecting and managing upcoming tax liabilities, improving profitability, or building a plan to grow in a controlled, sustainable way. This is especially valuable for business owners who want more than just tax return preparation each year. They want a partner who can help interpret the numbers and translate them into strategy. We can help!

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Advisory services include:

Tax planning and proactive strategy

  • Regular tax projections to estimate upcoming tax exposure

  • Estimated tax planning (timing, amount, and strategy to avoid underpayment surprises)

  • Review of income and deduction opportunities based on your specific facts and goals

  • Compensation and withholding planning

  • Retirement contribution planning coordination (within the limits of your plan type and eligibility)

  • Entity-level planning support (e.g., evaluating how operational decisions affect tax outcomes)

  • “Before you do it” guidance for major events (large purchases, new hires, equipment, property transactions, changes in profitability)

Outsourced CFO and business advisory

  • Cash flow planning and forecasting (so growth doesn’t accidentally create a cash crunch)

  • Budgeting support and “actual vs. plan” performance reviews

  • Profitability analysis (by service line, job, product, location, or customer—depending on what matters most)

  • Pricing and margin review to improve bottom-line results

  • Key performance indicator (KPI) tracking and simple dashboards built around your business model

  • Scenario planning (“What happens if we hire?” “What if revenue dips 15%?” “What if we raise prices?”)

  • Guidance on financial readiness for lending, expansion, or major purchases (documentation needs, trends, and red flags)

Ready for proactive tax planning and real business guidance?

Schedule a consultation with us to discuss your goals, current reporting, and what kind of advisory support would make the biggest impact.

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