Advisors & Accountants

Looking forward rather than back, our primary focus is dedicated to addressing the specific needs of small businesses.

Our aim is to help you attain a higher post-tax net worth, propelling your small business toward greater financial success.

Small Business Advisory &
Accounting Services

Most small companies struggle to envision and reach their financial goals. We have an experienced team with an established process that helps you plan and manage your finances so that you can grow your business and secure your financial future.

Accounting & Business Support

✓ Bookkeeping Services

✓ QuickBooks and Xero Consultations

✓ Payroll Management

✓ Cash Reconciliation

✓ Financial Statements

✓ AP/AR Management

Virtual CFO
(Chief Financial Officer)

✓ Analysis, Financial Statements, Taxes

✓ Venture Capital / Angel Investors

✓ Mergers / Acquisitions (M&A)

✓ Capital Partners

✓ Succession Planning

✓ Financial Strategy and KPIs

 Virtual Controller

✓ Budgeting

✓ Financial Reporting

✓ Tax Minimization

✓ Cash Flow Analysis


Our comprehensive, holistic platform to your personal and business financial needs.

Even more intensive than a Virtual CFO, those who hire us for our Stratagem platform receive expertise from every resource at our disposal, covering both your business financial needs as well as your personal. We help you with 401k plans, wealth management, and estate planning to secure your financial future.

How MSM Advisors Will Help You Manage Your Business Finances


A trusted advisor will steer you away from impulsive growth.


Identify and capitalize on opportunities to reach your financial goals and increase your bottom line.

Cash Flow

Well-managed cash flow allows for flexibility and security so you can spend less time worrying about bills and more time improving your business.

Asset Protection

Business entity planning & performing risk analysis are vital to protecting the assets of the business and owner.

Tax Minimization

Minimize your tax liability and pay only what you truly owe.

Succession Planning

Having a Buy-Sell Agreement in place and choosing a successor is vital for long term continuance of a business.

Financial Security

Plan for unexpected financial events and look towards retirement.

Estate Planning

It is important to plan for an orderly distribution of business assets for when the time arises.

Experienced Virtual Financial Advisors

Run your business from a smartphone.

You are no longer bound by geographics to find someone to provide advisory services for your business.


What Our Clients are Saying

MSM Advisors has helped us understand the importance of leveraging technology to improve efficiency of daily accounting processes and they strive to understand how the business operates in order to provide financial insight. We are thankful for the services provided by MSM Advisors that allow us time to grow our business.

John Craig

Bo Phillips Co., Tucker GA

Mike and his team are wonderful. They took great care of my business partner and me. This business truly cares about their customers, and gets the job done in a very timely manner. Super responsive and their follow-up is great. Absolute game-changer for me! I would highly recommend them!!

Diana J.

Wise Advise + Assist Team

Want to learn more about how we can help?

Let us take the burden of managing your business finances so you can get back to the things that matter.

1. Fill Out Form Below

Fill out the form below and we will be back in touch to schedule your complimentary consultation.

2. Meet With Us

We’ll meet virtually by phone or video call so we can learn more about your business and see if we’re a good match.

3. Get a Quote

MSM Advisors will provide you with recommendations and pricing for our Services.

Already a client? Click HERE to get in touch.