Payroll

Strategic Consulting (including R&D)

This is a consulting service for business owners who want to have a full picture of their financial situation and make strategic decisions based on real data. We act as your partner — helping you dig into the details, highlight risks, and identify where you can improve your performance today.

What you will get from the consultation:

Clear understanding of your current financial position

A list of potential improvements and risks

Strategic recommendations for the coming months

If needed — follow-up with documentation or an additional session

We offer consulting services in the field of accounting that go beyond reporting — we help use financial data as a foundation for strategic decision-making.

Topics We Consult On

Clients trust us with their finances because we understand what stands behind the numbers: your hard work, your team, your dreams, your risks, and the journey you’re building. We know how to align your finances with your strategy — not the other way around.

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R&D and Section 174 — how to account for development properly and avoid overpaying

Optimal tax structure and transitions between LLC, S-Corp, and C-Corp

Legal ways to reduce tax liability (including tax credits and deductions)

Preparing for investment and fundraising — how to present financials to convince banks or investors

Budgeting and financial planning — profit forecasting, cash flow, growth points

Management reporting setup — what your business actually needs

Accounting automation — which systems to choose, how to simplify operations without losing control

Why This Service Matters

Helps you see the full financial picture of your business — not just fragmented data

Brings clarity to areas that previously felt vague or were handled “by gut feeling”

Identifies where the business is losing money and where growth opportunities lie

Enables you to make decisions based on numbers, not just intuition

Helps you move past stagnation and build a realistic path forward

Saves resources — one meeting can replace months of trial and error

Our Expertise in This Area

We are your financial partner — not just an accounting firm. We go deeper than traditional bookkeeping. Our thinking is rooted in strategy, efficiency, and sustainable growth.

Our team works as an external CFO (Chief Financial Officer) — especially for companies that are growing fast, entering international markets, communicating with investors, or simply want their finances structured clearly and professionally.

We help:

Investment funds — monitor portfolio companies, conduct structured analysis of profits and expenses, plan exits, and prepare reports that investors won’t be ashamed to show.

IT teams and startups — get ready for investment rounds, build a roadmap for reducing tax burdens (including R&D tax credits), and turn Excel chaos into a transparent financial model.

E-commerce businesses — automate everything from payment systems to inventory management. We set up QuickBooks and analytics by SKU, region, and sales channel. This saves time and gives you a truly complete picture.

International teams — optimize holding structures, choose the best setup for doing business in the US, calculate cross-border tax impact, decide where to retain profits and where to reinvest.
We understand how hard it is to run a business between the US and Europe, manage teams across time zones, use cloud services, and align budgets and planning even with contractors and distributed teams.

With us, you get:

Clear explanations of complex matters: we’re always in touch and speak your language — no formal jargon or dry accounting talk.

Support throughout your growth: we guide you with advice, flag potential risks, offer solutions, and stay by your side — from day one to business expansion.

Accountability for results — we care not just about the books, but how you use your numbers — for decision-making, fundraising, tax optimization, or preparing for an exit.

We provide business consulting for companies in the USA scaling to international markets and needing financial and tax advisory.

How We Work

We understand how important it is to start with a clear picture of how the process will be structured — what steps are involved and what data is needed to achieve the best results. That’s why we begin with a thorough analysis and a detailed discussion with you to ensure that everything aligns with your business needs.

Here’s how it works step by step:

Data & Information Request

We begin by gathering as much information as possible about your business. This may include company structure, current tax status, financial statements, growth plans, international activities, partners, and suppliers. We aim to get a complete picture so that nothing is overlooked.

International Business Assessment

If your company operates in multiple countries, we conduct a cross-border assessment to understand how your structure aligns with tax and legal requirements in different jurisdictions. This allows us to design an efficient U.S. tax structure — considering both domestic and international elements. We review tax treaties, planning opportunities (e.g., holding structures), and offer strategic recommendations. This is especially useful for companies scaling beyond U.S. borders or creating international holdings.

Strategy Session & Presentation

Once we’ve collected the data, we invite you to a strategic session to review our findings and recommendations together. We prepare a visual presentation to clearly demonstrate:
– what changes can be made to your tax and financial setup
– what steps should be taken to optimize operations
– how these changes will impact your business

Informational Package Preparation

Beyond discussion — you’ll receive a detailed deliverable that includes:

  • Tax optimization recommendations
  • Risk and opportunity analysis
  • Forecast-based financial statements
  • All documents needed for structure changes or IRS/bank submissions

    • We’ll also include R&D expense treatment strategies under U.S. law — including Section 174 and applicable credits — so that you stay informed and aligned with current standards.

Follow-up & Implementation

Our work doesn’t end after the meeting. We track the implementation of recommendations, answer your questions, support structural updates, and assist during audits or investor interactions. Our follow-up ensures everything is done correctly and on time.

Why Work With Us?

Working with investment funds, tech startups, and international structures has taught us to do more than count — we analyze, advise, and take action. We know how to spot financial bottlenecks that are holding you back — and help you resolve them.

We always aim to talk not only about what has happened, but also about what could happen.
That’s what makes us a true partner — not just a service provider.

We truly care about being valuable to your business — this is more than just work for us, it’s our professional mission. We believe the days when an accountant was merely a “collector of data” are long gone.

Today, an accountant is a key part of your strategic team. We go beyond recording past events — we see how the numbers reflect real business life: the pain points, potential, risks, and growth opportunities. That’s why strategic consulting in the USA is not an abstraction for us — it’s a practical and measurable tool for growth.

Frequently Asked Questions

If you’re paying substantial self-employment taxes, planning to raise investment, or scaling your business, it may be worth considering a change. For example, switching from an LLC to an S-Corp can reduce your tax burden.

You need clear and transparent financial reports: a balance sheet, profit and loss statement (P&L), cash flow report, and forecasts. This increases trust with investors and banks.

Excel lacks automation, integration with banks and payment systems, and is prone to human error. Modern tools like QuickBooks offer more reliable and scalable solutions.

Yes. We build structures that account for tax risks and opportunities — from Delaware to Cyprus and Estonia. We work with international holdings, SaaS companies, and marketplaces, considering tax treaties, transfer pricing, and reporting rules.

Planning isn’t just for fundraising. It’s a tool for control, growth, and cash flow management. It helps you answer: How much are you really earning? When will you break even? Where is the money leaking? We help you see it clearly — and early.

Yes. It’s especially important to account correctly for foreign R&D expenses — they are capitalized over 15 years, not 5, like in the U.S. This affects your profit. We’ll help you allocate costs properly, apply Section 174, and avoid unnecessary taxes.

Book a Free Consultation

Let’s schedule a free introductory call (15–30 minutes) to discuss your needs, answer your questions, and explore possible ways to work together.


No obligations — just a conversation to explore ideas together.