Advisory CPA Services

Strategic guidance. Clear insight. Confident decisions year-round.

We provide CPA advisory services designed to help North Carolina individuals & business owners make informed financial decisions with clarity and confidence. Our role as an advisory CPA goes beyond simple compliance; we offer objective insight and practical guidance to support long-term stability and growth for clients in Cary and the surrounding Triangle area.

Request a Consultation

Thoughtful CPA Advisory Support

Stan P. Moore CPA, PLLC, provides ongoing advisory support for clients who want more than basic reporting.

Strategic Financial Advisory

Our CPA advisory services provide objective financial insight to support planning, cash flow management, and long-term decision-making. We take a tech-forward approach, using clear data visualization to help you understand the 'why' behind your business or personal finances and what those numbers mean for the future.

Business and Individual Advisory

As an experienced advisory CPA firm, we work with both individuals and small businesses to evaluate financial performance, identify risks, and assess growth opportunities. Advisory support is tailored to your specific goals, whether that is business expansion or personal wealth preservation, and is not delivered as a one-size-fits-all solution.

CPA-Led Advisory Guidance

Unlike general business coaches, our CPA advisory services are delivered directly by a licensed CPA who understands the practical realities of operating a business and managing personal finances. Clients receive thoughtful guidance, including recorded video walkthroughs of their financial reports, grounded in experience, integrity, and current financial standards.

  • Note: Complete service inclusions and advisory scope are outlined in the engagement letter.

Trusted CPA Advisory Guidance, Year-Round

  • Ongoing advisory support: Clients receive consistent CPA advisory services that provide clarity around financial performance, planning considerations, and future decisions throughout the year.

  • Insight-driven recommendations: Our advisory CPA approach focuses on practical recommendations supported by complex financial data, rather than generic reports or assumptions.

  • Strategic perspective: We help clients step back and evaluate decisions with context, using CPA-level analysis to support informed and confident planning.

  • CPA-led advisory relationship: As an advisory CPA firm, we build long-term relationships based on trust, transparency, and professional accountability.

Apply Now

Basic Services

Hourly Rate on
Monthly Pay Schedule

+

PRO
MEMBERSHIP

$250 per month

PREMIUM
MEMBERSHIP

$500 per month

Ways to Work Together

Basic Services Only

Annual accounting, tax prep, business consulting, and reporting.

Basic Services + PRO

Everything in your basic service agreement, plus the PRO monthly member benefits.

Basic + PRO + PREMIUM

Everything in your basic service agreement, plus the PRO and Premium monthly member benefits.

  • Note: Complete service inclusions and plan specifics are laid out in the engagement letter.

Apply Now

Case Studies

  • Jay was a successful financial planner who wanted to improve his business cash flow and tax liability. He approached us after decades of doing his own tax preparation and also trying some local tax preparers. As an entrepreneur with several businesses, including a portfolio of real estate, he wanted a hands-on approach to guide him to higher profitability. We optimized his tax structure to save him over $10,000 annually for the rest of his career! How? We linked his personal goals to his business, identified the best tax entity, and changed the company retirement and compensation methodology!

  • Michael and Stacie owned their business for over 20 years when the sold it to another operator. They needed to know how much tax they needed to pay so they could minimize the burden and plan for it. We worked with them for weeks assessing their multi-entity business portfolio, real estate, and personal financial plans. The result was in-depth tax projection scenarios providing maximum retirement contributions over $150,000 in one year, tax savings of $100,000 over two years, and a new holding-company business model for the future!

  • Steve was building a business and needed bookkeeping, tax, and business advice. His fast-paced entrepreneurial spirit required that we always "stay ahead" with his books and tax planning. With our on-time reporting, proactive tax moves, and hands-on training, Steve learned how to master his books and keep up with market changes! Now he has retirement, a valuable business, and services large commercial distributors and contractors across North Carolina.

Our CPA Advisory Process

Step 1: Understand your goals

We begin by discussing your financial objectives, challenges, and priorities to establish a clear foundation for effective CPA advisory services.

Step 2: Review financial information

We analyze your financial data, reports, and historical trends to identify strengths, risks, and opportunities unique to your Cary-based business or personal situation.

Step 3: Provide advisory guidance

As your advisory CPA, we deliver clear insights and actionable recommendations designed to support smarter financial decisions.

Step 4: Ongoing advisory relationship

We continue working with you throughout the year, adapting our advisory support as your needs and life circumstances evolve.

FAQs

  • This strategic guidance goes far beyond basic accounting or tax filing. We help individuals and businesses interpret financial information, evaluate options, and make informed decisions that support long-term stability and growth.

  • An advisory CPA focuses on forward-looking insight and ongoing guidance rather than just historical reporting (looking backward). This approach allows CPA advisory support to address planning, risk assessment, and strategic decision-making throughout the year, not just at tax time.

  • CPA advisory services are well-suited for business owners, professionals, and individuals seeking clarity on financial decisions. Clients experiencing growth, life changes, or increased financial complexity often benefit most from working with an advisory CPA.

  • CPA advisory services can support decisions related to cash flow management, business planning, the tax implications of investments, and financial structuring. Our guidance is grounded in practical CPA experience and financial accuracy.

  • Frequency is tailored to your Select Advantage Membership tier. Some clients prefer quarterly check-ins, while others engage monthly for deeper strategic oversight.