Accounting & Tax Planning for Consulting Firms

Turn your expertise into a stronger financial future.

Your calendar may be full while your financial picture stays unclear. Retainers, project fees, subcontractors and owner distributions can make revenue look healthier than available cash. Concierge CFO helps consulting and advisory business owners connect reliable accounting with proactive tax planning and a clearer plan for growth.

SCHEDULE A NEW CLIENT TAX STRATEGY SESSION · REQUEST A CALLBACK

Based in St. Petersburg, serving Tampa Bay, clients across Florida and in over 31 U.S. states.

Built around your business model

Management consultants, operations advisers, HR consultancies, specialist advisory boutiques and established independent consultants. We also work with owners coordinating consulting income with other businesses and personal financial priorities.

Financial support that connects the whole picture

See which engagements earn their keep

Review revenue and delivery costs by client, project or service where your records allow. Separate impressive billings from profitable work, and understand how subcontractor costs and owner time affect your pricing.

Plan around irregular collections

Map expected retainer receipts, milestone invoices, payroll and tax payments. Evaluate how a slower-paying client, a new hire or a lost contract could affect the cash you can safely draw.

Coordinate business and owner tax planning

Review your business structure, owner compensation, estimated payments and retirement-planning priorities before year-end decisions. Connect the business forecast with your personal income picture.

Build books that support decisions

Organize bank and credit-card reconciliations, contractor records and financial reporting. Agree on who handles invoicing, collections and payroll so responsibilities stay clear.

The numbers worth watching

Recurring revenue • Client concentration • Delivery margin • Receivables aging • Cash available after planned obligations

We agree on the reports and measures that are useful for your business, the information needed to prepare them and the cadence of review.

Work with your existing systems

Already using QuickBooks Online or Xero with a separate invoicing, time-tracking or project-management platform? We review the reports and exports available from your current setup before recommending changes. The goal is useful financial information without making your team maintain two versions of the same records.

A clear starting point

Start with your goals, recent financial reports, accounting setup and the decisions ahead. We discuss the services, responsibilities and fees before an engagement begins. Your package and agreed scope determine bookkeeping, payroll, tax preparation, implementation and CFO deliverables.

Compare current packages and pricing · Explore business accounting · Explore year-round tax planning · Explore fractional CFO support

Questions from business owners

Can I keep my current bookkeeper?

Yes. Tell us what your bookkeeper handles today. We can discuss an advisory or tax-planning engagement that coordinates with existing bookkeeping and clearly assigns responsibilities.

Can you help with retainers and project-based work?

We review how contracts, invoices and receipts flow into your accounting. Where needed, we discuss timing differences and reporting that distinguishes cash collected from work performed.

Do you work with solo consultants?

Yes, where the business and service scope are a fit. An established independent consultant may need owner tax planning and periodic guidance rather than an entire outsourced finance department.

What should I bring to the first call?

Bring your goals, a recent profit-and-loss report, a summary of retainers or projects, and the questions you have about taxes, cash flow or taking money out of the business.

Make your next decision with clearer numbers

Tell Blake what you want your business to achieve and where you need more clarity. Schedule a conversation or request a callback; the callback form includes optional document, video and audio uploads.

SCHEDULE A NEW CLIENT TAX STRATEGY SESSION · REQUEST A CALLBACK