Strategic Advisory
Most small business owners only get lazy, painfully hard to read financials.
At Stronghold Accounting, we treat your business as if we're Equity partners.
We take lead in setting simple, coachable financial targets, tracking financial health each month, and holding executive strategy sessions to make sure your business is moving toward true growth, higher profits, and optimized cash flow.
The Questions that Go Unanswered
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Why am I showing profit on paper, but no cash in the bank?
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How much cash reserves do I need to be safe?
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What are my profit margins? How do they compare to my industry?
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How do I measure if my employees are truly effective, not just busy?
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How can I grow my business organically without outside capital?
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Is my profit leaking due to COGS, Labor, or Operating Expenses?
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How much can I safely pay myself without starving the business of cash?
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Am I paying more in taxes than I should?
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What strategies can reduce my tax burden?
What Our Strategic Advisory Includes
Profit Margin Analysis & Benchmarking
Knowing your margins is the first step toward improving them. We break down your gross profit, product margin, and net margin, then benchmark them against industry peers. This way, you’ll know whether you’re underperforming or leading - and what actions to take next.
Cash Flow Clarity
Many businesses show profit on paper but still struggle with cash in the bank. Our advisory helps you identify where cash is tied up - whether in receivables, inventory, or hidden expenses - and builds a plan so that profit turns into true, usable cash flow.
Organic Growth Strategies
True growth doesn’t require outside capital. We help you design strategies to expand organically by reinvesting profits, optimizing operations, and scaling at the right pace. This allows you to grow stronger without relying on loans or outside investors.
Cash Reserve Planning
Every business needs a safety net. We establish clear cash reserve targets so you know exactly how much to hold in order to stay secure during downturns, unexpected expenses, or seasonal slowdowns, while still being positioned for growth.
Labor Efficiency
Payroll is often the largest and most controllable expense. We measure the true return on every $1 of labor - both direct and management - to show whether your employees are effective or just busy. With this data, you’ll know when to hire, restructure, or improve efficiency.
Profit & Cash Optimization
Too often, profit leaks away through COGS, labor, or operating expenses. We pinpoint where those leaks occur and provide a clear roadmap to stop them - giving you sustainable profit growth and stronger cash flow.
Owner’s Pay Guidance
How much you pay yourself impacts both your tax liability and the stability of your business. We provide a framework for safe, sustainable owner’s compensation so you can take what you’ve earned without overpaying the IRS.
Tax Minimization Strategies
By year-end it's too late to implement any real tax saving strategies. Through our weekly bookkeeping services we have eyes on your tax saving opportunities throughout the year to uncover missed deductions, entity optimization, and proactive strategies that can significantly reduce your tax burden - often adding tens of thousands in annual profit.
Who We Work With
Our advisory is designed for entrepreneurs and small business owners who want more than lazy bookkeeping and painfully hard-to-read financials. We serve:
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Service-based businesses
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Creative and digital agencies
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Healthcare and wellness practices
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Growing small businesses
Our Profit Mastery™ program combines our weekly bookkeeping services and Strategic Advisory for the full white-glove accounting experience.
Why Choose Stronghold Accounting
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CPA-level expertise, not just basic bookkeeping
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Flat-rate monthly pricing for predictability
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Personalized support with a dedicated team
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Trusted by business owners in Tampa and across the country
Real Stories from Real Owners
“I feel frustrated with myself for not having these reports and guidance for the past 19 years…I had put myself in so much unnecessary debt.”
—Healthcare CEO
“Honestly, the information you provided — nobody’s actually ever given us a target of what type of operating cost we really should be targeting. I’m really excited to see if we can get there…and what that will take to get to that point.”
—Digital Agency CEO