Business Advisory & Strategic Planning for Long Island Small Businesses

Get objective business advisory services in Suffolk County from a local CPA team that understands how companies operate in Port Jefferson Station, St. James, Smithtown, Setauket, Nesconset, Mount Sinai, and Lake Grove. From budgeting and forecasting to pricing, process improvements, and goal-setting, our small business consulting CPAs help you plan confidently and execute with discipline.

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Expert Guidance for Business Growth

Compliance keeps you legal; advisory moves you forward. We act as a consultative partner—translating financials into decisions you can act on. You’ll get seasoned insight from CPAs who’ve worked with contractors, retailers, professional practices, and nonprofits across Long Island, with advice tailored to your model and stage.

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What Advisory Covers

Engagements are customized, but most include a mix of planning, analysis, and execution support:

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Strategic planning & goal setting: Revenue/profit targets, milestones, action plans

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Budgeting & forecasting:

12–18 month forecasts, budget vs. actual reviews

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Profitability analysis:

Job/product margins, pricing, mix, and break-even insights

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Process improvements:

Reporting hygiene, QuickBooks structure, close cadence

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Cash tactics (lite):

AR/AP policies, expense timing, inventory buy plans

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Lender/partner readiness:

Projections and financial packages for discussions

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Business plan development:

Concise plans for launches, expansions, or pivots

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Valuation & succession (overview):

High-level guidance to prepare for transitions

Budgeting & Forecasting You Can Actually Use

We start with a baseline: last year’s results, seasonality, and current pipeline. Then we build a rolling forecast and a simple monthly scorecard—so you always know if you’re on track. Expect clear variance notes (what moved and why) and next-step recommendations tied to owners and dates.



Because we’re a business planning accountant in NY, we connect your forecast to taxes, staffing, and capital spend—so decisions support both growth and compliance.

From Strategy to Day-to-Day Execution

Plans only work if they’re simple to run. We set a cadence—monthly or quarterly—to review KPIs, update forecasts, and assign a short, focused “Do Next” list. Need deeper cash oversight? We coordinate with our part-time CFO offering so the plan, cash, and reporting stay aligned.

Who Benefits—and How We Work Together

Owners who want clarity, growing teams that need structure, and established firms planning expansion all benefit from advisory. We begin with a discovery meeting and a light diagnostic of your books and margins. Then we prioritize the highest-impact levers—pricing, mix, labor, or overhead—and build momentum with quick wins before tackling larger projects. Serving Port Jefferson Station, St. James, and nearby Long Island communities with practical, numbers-driven guidance.