Modern accounting solutions to empower Business Owners.

 

Financial accounting consulting and virtual financial business services saving you time and money in a modern world.

Our Services

Experienced Financial Advisors for your Business and Life.

Accounting has changed, and so have we.

Business Services:  CPA Controller, Certified Financial Planner, Financial Retirement, Estate Planning, Growth, Profit & More

Your accountant used to take your documents, shuffle some numbers, and return them.

As a Trusted Financial Business Advisor, we work with you, offering advice in real-time as your business grows instead of relying solely on past statements. With over 38 years of experience, we are able to leverage the technology of today to act on securing your future.

Adding Machine for tax calculation

Financial Advisors & Forecast Planning

✓  Tax Minimization

✓  Financial Retirement

✓  Estate Planning

✓  Consistent Results

Whether you need to have a plan for future retirement with maximum tax benefits or estate planning, we equip you with a plan of success for maximum profits in the time that works for you and your business.

Learn More

Hand shake

Business Financial Planning

✓  Growth & Profit

✓  Succession Planning

✓  Wealth Management

✓  Peace of Mind

Your business should work for you, not you only work for your business.  MSM Advisors helps business owners with wealth management and succession planning to have growth and profit.

Learn More

Diamond Virtual CPA Service

Virtual Chief Financial Officer (CFO)

✓  CPA Controller

✓  Certified Financial Planner

✓  Cash Flow

✓  Asset Protection

Virtual Chief Financial Officer (CFO) services allow business owners to have the overwhelming tasks, management, taxes, reporting handled by CPA Controllers and Certified Financial Planners.

Learn More

See what people are saying about MSM.

I have known Mike for many years and used his services for my company as well as our personal taxes. He not only completed our financials and tax returns, but provided excellent advice in tax planning. He always gave us options and outlined the effectiveness and cost of all them. High integrity and ethics provided us with a high level of trust in his work and his counsel.

Cathi Spornick Nonprofit Innovator and Leader

Graham Capital Partners, LLC represented a client of Michael Moffitt, CPA in a recapitalization mandate. The transaction was complex and data intensive with multiple operating entities being recapitalized. Michael was a key part of the team responsible for data compilation, analysis, and due diligence support at all stages of the transaction. His breadth and depth of knowledge was integral to timely and accurate information needs of the transaction and I would welcome the opportunity to work with him in the future.

D. Paul Graham President CEO | Graham Capital Partners, LLC

Want to learn more about how we can help?

We have years of experience in making people’s lives simpler. Let us take the burden of managing your finances, and get back to the things that matter.