06 / Our services
Business Advisory
Business advisory at Cove Accounting is entity-structure discussion, cash-flow forecasting, KPI dashboards and operational coaching. We deliver this for business owners nationwide from our offices in New York City and South Florida. Typical engagements include budgeting, profitability review, growth planning, transition planning and owner decision support. This work is advisory only and does not include legal, investment or attest services.
Discuss your needsWhen this becomes valuable
This service may be the right fit when...
- Growth has created more financial questions than your current reports can answer
- You are evaluating a new entity, investment, hire, location or transition
- You want an owner-minded financial perspective before committing capital
What’s included
Thoughtful support, clearly scoped.
- Entity selection coordination
- Business formation support
- Budgeting and forecasting
- Profitability review
- Growth and transition planning
- Owner decision support
Common questions
Know what to expect.
Is this a one-time or ongoing service?
The right cadence for business advisory depends on your situation. Cove offers both project-based work and ongoing relationships when appropriate.
What should I prepare for the first conversation?
Bring the questions you want answered and a general picture of what is changing. We will tell you which documents are useful after we understand the scope.
Can this coordinate with my other advisors?
Yes. With your permission, Cove can coordinate relevant tax and accounting information with your attorney, financial professional, payroll provider or other advisors.
A better financial relationship starts here
Your next decision deserves more than a deadline-driven answer.
Tell us what is changing and what you want to accomplish. We’ll identify the right place to begin.
Request a consultation