Advisory Services

Tax Advisor

200+
per month
Annual Meeting

Quarterly estimated tax projections

On call advisory (up to half an hour per month)

Annual review of current and proposed tax legislation

Review tax optimization and credit opportunities

Year end tax planning

Monthly Financial and Operating Reports

Annual budget development and stewardship

Monthly profitability and cash flow forecasting

Tax research: 2 hours / year
Add On

Virtual Controller

700+
per month
Quarterly Meetings

Quarterly estimated tax projections

On call advisory (up to half an hour per month)

Annual review of current and proposed tax legislation

Review tax optimization and credit opportunities

Year end tax planning

Monthly Financial and Operating Reports

Annual budget development and stewardship

Monthly profitability and cash flow forecasting

Tax research: 10 hours / year
Add On

Virtual CFO

1700+
per month
Monthly Meetings

Quarterly estimated tax projections

On call advisory (up to half an hour per month)

Annual review of current and proposed tax legislation

Review tax optimization and credit opportunities

Year end tax planning

Monthly Financial and Operating Reports

Annual budget development and stewardship

Monthly profitability and cash flow forecasting

Tax research: Unlimited
Add On
Slider

Image is not available

About You

Over decades of working with various types of businesses we have discovered Fisher is the perfect fit for clients who demonstrate the following characteristics.

1

Your business has already proven to be successful through continued growth.

2

Your market has a real need for your product and/or service.

3

You are an independent thinker.

4

You are not a follower but instead you tend to lead or aspire to lead in your market.

5

You understand the importance of learning how to improve your financial navigation.

6

You are teachable despite of your previous success and you continue to seek personal development.

7

You are actively seeking to improve your business.

Slider