Business owners face strategic, financial, and operational challenges that run well past what traditional tax and accounting services address. Drawing on decades of experience helping those owners, Savant created its wholly owned subsidiary, Savant Accounting & Business Advisory, to provide accounting, tax, and business advisory services for closely held businesses and professional practices.
Decisions about growth, compensation, retirement planning, and ownership transitions affect your personal wealth, tax obligations, and legacy goals. We also work with business owners year-round, to weigh those priorities together, help spot potential opportunities, understand trade-offs, and navigate important decisions with greater clarity.
Our Services
See how Savant Account & Business Advisory’s business advisory services can support your business.
Designed to help strengthen financial operations, see performance clearly, and free up time to run your business. From bookkeeping and payroll to outsourced CFO services, we can provide insight and guidance that inform daily operations and long-term planning.
Identify potential opportunities to improve efficiency, increase profitability, and support sustainable growth. Our team can help business owners evaluate operational, financial, and strategic considerations that help drive long-term performance.
Prepare for ownership transitions, a succession event, or a future business sale. We can help business owners evaluate options and address the financial, tax, and personal planning questions a successful transition can raise.
Business tax planning shouldn’t start and stop at filing deadlines. Our team provides year-round planning and compliance support to help business owners address tax obligations and act on opportunities throughout the year.
Build a retirement plan strategy that serves your business, employees, and long-term goals. We can help you evaluate plan design, fiduciary responsibilities, and employee benefit strategies that align with broader business objectives.
Business advisory goes beyond traditional accounting and tax compliance to include proactive planning and guidance on the decisions that can shape a company’s future: growth strategy, operations, tax planning, and ownership transitions. Rather than reporting what already happened, a business advisor can help you plan for what comes next.
Savant Accounting & Business Advisory provides outsourced accounting and CFO services, business strategy and operations consulting, succession and transition planning, business tax planning and preparation, and company retirement plan services. The mix varies by business, since the goal is to fill the gaps a growing organization cannot or does not want to staff internally.
Traditional accounting services often focus on recording financial activity, preparing returns, and meeting compliance deadlines. Business advisory services build on that foundation with year-round strategic guidance, helping you plan ahead of decisions rather than just report on them after the fact.
Closely held businesses, professional practices, and growing organizations may turn to business advisory services when they need more than compliance support: additional financial visibility, help navigating a transition, or guidance on a major decision, without the cost of building a full internal team.
As an affiliate of Savant Wealth Management, Savant Accounting & Business Advisory can help connect business decisions to your personal wealth, tax, retirement, and estate planning through one coordinated team, so you don’t have to work with separate business and personal advisors..
Clients Served
Year Established
Savant Offices
Employee Member-Owners
Client Assets – AUM & AUA*