Business Advisory Services for Small Business Owners
Numbers‑driven advice to move your small business forward.
Important business decisions should be based on clear numbers and practical advice. Greg Cowan CPA offers business advisory services that combine financial insight, tax planning, and hands‑on guidance for small business owners and professionals
What are business advisory services?
Business advisory services help business owners make better decisions about strategy, structure, profitability, and cash flow using clear financial information and experienced guidance. Instead of only preparing year‑end statements and tax returns, a CPA advisor works with you on planning, analysis, and implementation so your business moves in the right direction.
Why the way you run your business matters
More than bookkeeping and tax
Accurate books and timely tax filings are essential, but they don’t tell you which products are most profitable, how to price, or whether it is the right time to hire, expand, or buy a business. Business advisory bridges that gap between numbers and decisions.
Support for key decisions and transitions
Whether you are moving from sole proprietorship to incorporated business, considering a business purchase, planning a sale, or thinking about succession, having an advisor who understands both finance and tax can protect value and reduce risk.
Guidance for your small business decisions.
Whether you are moving from sole proprietorship to incorporated business, considering a business purchase, planning a sale, or thinking about succession, having an advisor who understands both finance and tax can protect value and reduce risk.
Business advisory services
Small business owners and incorporated professionals who want more than year‑end compliance.
Owners who want their corporate tax return Owners facing important decisions such as buying or selling a business, restructuring, or planning growth.to work together with their personal tax and overall tax plan.
Includes
Business evaluation and analysis: review of financial statements, margins, and cash flow to identify strengths, weaknesses, and opportunities.
Strategy and planning support: help with pricing, budgeting, growth plans, and scenario analysis so you can see the impact of different choices.
Startup and structure consulting: guidance on moving from sole proprietorship to corporation, choosing the right structure, and integrating business advisory with tax planning.
Transaction support: assistance in understanding the financial and tax implications of buying or selling a business, including working with your lawyer and other advisors.
FAQs
How is business advisory different from regular accounting?
Regular accounting focuses on recording history and meeting compliance deadlines. Business advisory focuses on what to do next—how to improve results, manage risk, and structure your business for future decisions like growth or sale.
Do I need ongoing advisory or just help with one decision?
Some clients engage Greg for a specific decision (such as a business purchase or change in structure), while others prefer ongoing check‑ins to review results and refine strategy. Both options are available, depending on what your business needs.
What kinds of small business decisions can advisory services help with?
Business advisory services can help with pricing, hiring, financing, cash flow management, equipment purchases, and deciding when to expand or scale back. Greg uses your financial statements and forecasts to show how each option affects profit, tax, and cash in the bank.
How often should I meet with a business advisor?
Many small business owners find value in quarterly or monthly meetings to review results, update forecasts, and adjust their plans. Greg can meet on a schedule that fits your business, from one‑time strategy sessions to regular “virtual CFO” check‑ins
What size of business is a good fit for advisory services?
Business advisory is a good fit for owners who are past the start‑up stage and want clearer plans for profit, cash flow, and growth, even if they are still a small team. Greg focuses on small and medium‑sized businesses where better decisions and regular guidance can make a noticeable difference in results.