ADVISORY
We Tie Services to Your Goals,
Not a Task List
Meet With the Right Expert for the Best Solution
Advisory services are delivered by subject matter experts within our teams, giving you a shortcut to specialized knowledge and how to apply it.
Some advisory services are recurring, like tax planning or quarterly business meetings. Others are designed to be one-time coaching sessions to solve a specific need. All are clearly defined in your engagement, giving you advice that is scheduled and intentional, not reactive.
ADVISORY-FIRST MINDSET
Good financial data should recommend future actions — not just report on the past.
At PAG, every client receives the right level of proactive planning to understand the impact of financial decisions before you make them.
Advisory Services
ONGOING ADVISORY SERVICES
Most popular listed. This is not an exhaustive list of all available advisory services.
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Meet with a tax specialist to lower your current and future tax liability, prevent surprises, and provide clarity before major life changes.
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Entity-specific tax planning to help you evaluate upcoming moves, identify tax-saving opportunities, reduce liability, and make confident decisions while there is still time to act.
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Recurring meetings with a senior team analyst to connect your business goals to financial statements, translate your numbers into clear decisions, and build practical financial understanding using the same tools larger businesses rely on.
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Forecast cash inflows and outflows, highlight timing gaps, support business operations, cover payroll, and create clarity for spending, hiring, and growth.
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A structured budget that sets financial targets for the year, aligns spending with priorities, and creates a clear plan for managing resources as business goals and conditions change.
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Advanced Financial Planning and Analysis (FP&A) to deliver forecasting, scenario planning, rolling budgets, and performance insight to support strategic decisions, evaluate tradeoffs, and guide next steps as complexity increases.
ONE-TIME ADVISORY SERVICES
Most popular listed. This is not an exhaustive list of all available advisory services.
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A foundational advisory session that builds financial literacy, explains core financial statements, and equips business owners to start using their numbers as decision‑making tools.
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An analysis to determine the best business entity structure to match current circumstances and long-term goals.
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Guidance on proper operating practices for your chosen business entity to stay in compliance and reduce audit risk.
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A data‑driven analysis and defensible report supporting owner compensation within an S corporation.
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An in-depth discovery for clients with many moving pieces. Our team untangles your situation to deliver a clear path forward for achieving compliance and strategic goals.
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A compliance-focused review of worker classification rules to evaluate 1099 versus W‑2 options, understand tradeoffs, and reduce risk associated with misclassification.
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Advance planning for business exit or transition, whether selling, transferring ownership internally, or passing the business to family, with a focus on financial readiness and long‑term outcomes.
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Financial planning support for estate considerations, focusing on tax efficiency, asset flow, and coordination with long‑term wealth and legacy goals, separate from legal document preparation.
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Strategic guidance on structuring owner income streams within a corporation to balance tax efficiency, compliance requirements, and long‑term financial optimization.
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Planning and best practices for setting up insurance, retirement plans, HSAs, and other benefits in a tax‑efficient way for owners and employees.
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Advisory support to prepare financial statements, documentation, and structure needed to improve loan readiness and lender confidence.
READY TO GET STARTED?
Let's Map Out Your Next Move.
Whether you’re planning for growth, navigating a major financial decision, or looking for a strategic partner who sees the bigger picture, our team is ready to dig in. Schedule a free discovery meeting and we’ll figure out the right path forward together.