Advisory CPA Services in Cary, NC

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

We provide high-level CPA advisory services for Cary, NC, business owners and entrepreneurs who need the insight of a CFO without the full-time cost. Our advisory role focuses on helping you interpret financial data, optimize cash flow, and plan with clarity as your business evolves.

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Strategic CPA Advisory Support

Stan P. Moore CPA, PLLC, provides ongoing advisory support for Cary, NC, clients who need more than just historical data. We act as your strategic partner, helping you interpret complex financial information to drive profitability and growth.

Strategic Financial Advisory

Advisory services focus on helping clients master their Cash Flow Optimization and long-term profitability. By reviewing financial data in context, Cary clients gain clearer insight into what the numbers indicate and how they impact their "bottom line clarity."

Business and Individual Advisory

We work with serial entrepreneurs and business owners in Cary, NC, to assess financial performance, identify potential risks, and evaluate opportunities as they arise. Advisory support is tailored to specific goals, whether related to scaling operations, integrating QuickBooks Online, or personal wealth planning.

CPA-Led Advisory Guidance

All advisory services are provided directly by a licensed CPA. Guidance is grounded in professional standards and practical experience. Clients receive clear explanations, including recorded video walkthroughs of financial reports, so you can understand your numbers without scheduling unnecessary meetings.

  • Note: Advisory scope and service details are defined in the engagement letter.

Trusted CPA Advisory Guidance Year-Round in Cary, NC

Cary business owners often need more than reports — they need clear interpretation and steady guidance. Our CPA advisory services are designed to provide consistent insight that supports informed financial decisions as circumstances change.

  • 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 in North Carolina 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.

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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.

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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
for Cary, NC Businesses

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

  • Accounting records history; advisory creates the future. While standard accounting focuses on accurate reporting, our Advisory Services in Cary, NC, function like a "Fractional CFO," helping you interpret those reports to make smarter decisions about hiring, expansion, and cash flow management.

  • 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.

  • This service is ideal for Cary business owners and serial entrepreneurs who have outgrown basic bookkeeping. If you are making complex financial decisions, such as buying real estate, selling a business, or managing multiple entities, you need advisory support, not just data entry.

  • CPA advisory services can be structured as ongoing support or for specific advisory needs, depending on the engagement. The scope, timing, and level of involvement are clearly defined upfront so Cary clients understand how advisory guidance will be delivered and supported.

  • Frequency depends on your specific Engagement Path. Some Cary clients prefer monthly check-ins to review their "Tax Battle Plans," while others need ad-hoc guidance during critical business pivots.

  • 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.