What is included in CPA advisory services?

Advisory services include cash flow forecasting, strategic goal setting, hiring and investment analysis, and year-round tax planning. It's bundled with bookkeeping and tax work for a fixed monthly fee, so you get ongoing financial guidance instead of a once-a-year conversation.

How is advisory different from regular tax preparation?

Tax preparation reports what already happened. Advisory services look forward, helping you plan cash flow, hiring, and growth decisions throughout the year so you can act before a problem shows up on next year's return.

What does advisory service cost?

Advisory support is bundled into a fixed monthly fee alongside bookkeeping and tax services, so pricing depends on your business size and needs. Use the pricing calculator on our site or schedule a consultation for a specific quote.

Do advisory services work for farmers and agribusiness operators?

Yes. Advisory clients in agriculture get help with seasonal cash flow forecasting, entity structure, and tax strategies specific to farm operations, including credits like the R&D credit and excess fertility deduction where they apply.

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Quick answer

TruCount CPA's advisory services give small business owners CFO-level financial strategy, cash flow forecasting, and year-round tax planning bundled into a fixed monthly fee. Instead of a once-a-year tax conversation, clients get ongoing guidance from a CPA who already knows their numbers, delivered through a secure online platform.

Most small businesses can't justify a full-time CFO salary, but that doesn't mean the guidance stops mattering. TruCount CPA's advisory services put that same level of financial strategy in your corner, without the six-figure payroll line. You get a team who already knows your numbers, your industry, and your goals, weighing in before decisions get made instead of after.

This isn't a bolt-on service billed by the hour. Advisory support comes bundled into a fixed monthly fee alongside your accounting and tax work, so you always know what's coming on the invoice. Everything runs through a secure online platform where you and our team can see the same numbers anytime, ask a question, and get an answer without waiting for the next scheduled call.

For farmers and agribusiness operators managing tight margins and unpredictable weather, that kind of access changes how decisions get made.

CPA reviewing financial strategy with small business owner at desk

Year-round personalized tax and business advice

A once-a-year tax appointment tells you what already happened. Advisory clients get something different: ongoing conversations that happen while there's still time to act on them. The TruCount team reviews your numbers throughout the year, not just in March, so a slow quarter or an unexpected equipment purchase gets addressed while it can still affect your outcome.

That guidance is built around your business, not a generic checklist. A row crop operation weighing the R&D credit or an excess fertility deduction needs different advice than a service business deciding whether to bring on a fourth employee. We treat those as separate conversations because they are.

As members of the AICPA and the South Dakota Society of CPAs, our team stays current on the rules that affect Midwest ag operations and professional service businesses alike, and brings that knowledge into every planning conversation, not just tax season.

CPA and client discussing tax strategy documents during a mid-year meeting

Strategic planning for sustainable growth

Growth without a plan behind it tends to create cash flow problems faster than it creates profit. Advisory clients get a strategic partner who helps set realistic goals, forecast what's coming, and build a plan that can actually be executed, not just discussed once and filed away.

That work typically includes:

Setting measurable financial goals tied to your business plan
Forecasting cash flow across seasons, not just the current month
Modeling the financial impact of expansion, new equipment, or added staff
Identifying which entity structure supports your growth stage
Building a plan you can revisit and adjust as conditions change

Business owner and accountant reviewing growth plan and cash flow charts

Financial guidance for confident decision-making

Cash Flow Forecasting

See what's coming three, six, or twelve months out, so a slow season doesn't catch you off guard.

Hiring Decisions

Know what a new hire really costs, and whether your revenue supports it, before you post the job.

Investment Analysis

Run the numbers on new equipment, land, or software before signing, not after.

Expansion Planning

Model what a new location, service line, or acreage addition does to your bottom line before you commit.

Who benefits from advisory services

Growing Agribusiness Operations

Operations expanding acreage, adding equipment, or bringing on a next generation need a CPA tracking margins and tax strategy year-round, not just at filing time. See how we support [agribusiness](/who-we-are/industries/agribusiness) and [farm](/who-we-are/industries/farmers) operations specifically.

Professional Service Business Owners

Consultants, chiropractors, and architects scaling staff and revenue need someone watching cash flow between busy seasons. Learn more about how we work with [professional service businesses](/who-we-serve/professional-service-businesses).

Established Businesses Ready to Scale

Businesses with a proven model but no formal financial strategy often hit a ceiling. Advisory support helps identify what's holding growth back and builds the plan to move past it.

Get started with TruCount CPA

Running the numbers on your own gets harder the bigger your operation gets. TruCount CPA has worked alongside farmers, agribusiness operators, and professional service businesses across Brookings, SD, and the Midwest. Curious what advisory support would look like for your business? Use our pricing calculator to get a sense of cost, or schedule a consultation and we'll walk through your numbers together.