Advisory Service

Advisory ServicesAt John B. Lane, CPA we believe in educating and empowering entrepreneurs to build the lifestyle you envision. In order to do this, you need a clear path to follow and a partner to hold you accountable.

Together, we build a plan to maximize your cash flow and keep you on track to exceed your financial goals, Then we educate you about the unknowns for successfully running and building your business.

Our team of business advisors go beyond tax and accounting services to provide business advisory and consulting services and a proactive approach to helping you build your business.

Advisory services at John B. Lane, CPA include: 
The 'why,' the 'how,' and the value add

  • Education and knowledge transfer
  • Cash Flow and Budgeting
  • Entity Structure Planning
  • Corporate/LLC Income Strategies
  • Business Valuation
  • Debt and Financing
  • Succession Planning
  • Social Security Planning
  • Accounting System Configuration and Training
  • Estate Planning
  • Personal and Business Tax Planning
  • Reasonable Compensation Evaluation
  • IRS Notice Work & Offer in Compromise 

Your business will also benefit from the relationships and services that we have with third-party administrators, financial advisors, and attorneys.