Dedicated CPA
Services · Advisory

A steady hand on the numbers.

Cash-flow guidance, forecasting and planning conversations, from a team that already knows your books.

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What's included

Everything that comes with advisory.

Cash-flow guidance

Understand where the money goes each month and plan for the slow months.

Forecasting and budgets

A simple forecast you can use to plan hiring, spending and growth.

Tax planning

Planning conversations before year-end about timing, entity structure and estimated payments.

Big decisions

A second set of eyes on a new location, a major purchase, a loan or a new partner.

Reviews of your numbers

Regular check-ins on your reports to spot trends early.

Who it's for

Is this you?

Owners ready to grow

You want to hire, expand or invest and need the numbers to back it up.

Businesses with uneven cash

Seasonal revenue or large swings that make planning hard.

Clients already with us

Advisory builds on the books and returns we already prepare for you.

How it works

What happens, step by step.

  1. 1
    Conversation
    We learn your goals and what decisions are coming up.
  2. 2
    Look at the numbers
    We review your books, returns and cash flow.
  3. 3
    Plan and follow up
    You get clear next steps and regular check-ins as things change.
Questions

Common questions.

Something else on your mind? Call us at 305-423-9993 or write to hello@dedicatedcpa.com.

Do I need to be a bookkeeping client?

No, but advisory works best when we keep your books, because we already know your numbers.

Is this the same as tax preparation?

No. Tax preparation reports what happened. Advisory and tax planning look ahead to help you make decisions before the year closes.

How often do we meet?

As often as is useful. Some clients meet monthly, others quarterly or before a big decision.

What does it cost?

Pricing is flat and agreed before any work starts. After a short call about what you need, we send a written quote with the scope spelled out, so there are no surprise bills.

Can you help me prepare for a loan or investor meeting?

Yes. We can get your financial statements current and help you understand the numbers lenders and investors will ask about.

Often paired with
BookkeepingEvery account reconciled and every transaction categorized, with reports you can actually read.Tax preparationPersonal, business, and trust returns, federal and state, prepared carefully and filed on time.PayrollYour people paid on time, with withholdings, payroll tax filings and year-end forms taken care of.
Next step

Ready to talk about advisory?

A short call, then a flat written quote. No pressure.

Get a free quoteBook a discovery call →