Services
A Senior Advisor in Your Corner
Every owner needs one person who knows the numbers, knows the business, and tells the truth.
Running a company is structurally lonely. Employees have their own interests, family means well but lacks context, and peer advice comes from businesses that are not yours. So the decisions that matter most, whether to expand, whom to promote, when to raise prices, how to respond when a big customer squeezes you, get made in isolation. The cost of that isolation never appears on any statement, but owners feel it every time a judgment call goes sideways.
Business advisory at Integris Accounting is a standing relationship built around regular working sessions with an experienced team that knows your financials cold. Edgar Gomez has spent more than twenty years advising owner-operated companies, from Big Four engagements to South Florida family businesses, and brings that pattern recognition to your specific situation. The agenda is yours: growth, people, pricing, succession, or the problem that surfaced last Tuesday. What you get is candid counsel anchored in your actual numbers.
Who this is for
Advisory relationships suit established owners across Miami-Dade, Broward, and Palm Beach who have moved past survival questions into judgment questions: contractors weighing whether to chase bigger jobs, practice owners considering an associate or a second location, agency founders scaling delivery, distributors evaluating new lines, and family businesses navigating generational transition. The common thread is a leader who wants a truth-teller with financial depth, not another cheerleader.
Why clients choose this
- An experienced second opinion on every major move
- Decisions grounded in financial reality
- Blind spots identified before they cost you
- Momentum through built-in accountability
- Less isolation at the top
Ready to get started?
Stop making the big calls alone. Call (305) 497-0552 to start an advisory conversation.
Schedule a strategy sessionWhat's included
What you get
Standing advisory sessions
Recurring meetings, monthly or quarterly by design, create a protected space to work on the business rather than merely in it.
Financially grounded counsel
Advice starts from your real statements and trends, so recommendations reflect what your business can actually sustain.
Decision framing and support
Major choices get structured into options, tradeoffs, and financial consequences, replacing rumination with a decision you can defend.
Accountability follow-through
Commitments made in one session are revisited in the next, which is the difference between advice and progress.
On-call access
When something urgent lands between meetings, you have a number to call and an advisor who already has context.
Network referrals
When you need an attorney, banker, or insurance specialist, we connect you with professionals we trust across South Florida.
How it works
The engagement, step by step
Step
Immersion
We study your financial history, model, and market so counsel starts from understanding rather than generic best practices.
Step
Priority mapping
Together we name the handful of issues that matter most this year, and establish how progress on each will be measured.
Step
Working rhythm
Standing sessions tackle the priorities and whatever the quarter throws at you, with actions captured and revisited.
FAQ
Business Advisory, common questions
How is advisory different from consulting?
Advisory is a continuous relationship; consulting is a bounded project. An advisor walks with you across quarters and compounding context, while a consulting engagement attacks one defined problem and ends. Many clients maintain the advisory relationship and commission consulting projects within it when a specific issue needs concentrated work.
What do we actually do in an advisory session?
We review what the recent numbers say, check progress on prior commitments, and then work the live issues you bring: a pricing question, a key hire, a lease decision, a difficult partner conversation. Sessions end with specific actions and owners, so momentum carries between meetings.
Can you advise on selling my business someday?
Yes, and the earlier that conversation starts, the more options you keep. Exit value is built years ahead through clean financials, transferable operations, and deliberate structure. We help you prepare on all three fronts and coordinate with transaction attorneys and brokers when the time actually comes.
Do we need to be a large company for this?
No. The service is priced and structured for owner-operated businesses, not enterprises. What matters is not size but stakes: if the decisions in front of you carry real consequences and you are making them without a financially fluent sounding board, advisory earns its keep quickly.
Related services
Let's talk about business advisory
One conversation with a CPA who knows your industry can change the trajectory of your year. Schedule a strategy session, bring your questions, your last return, and thirty minutes.