
Services We Offer for Growing your Business

Tax Strategies to Reduce Liability
• Proactive Tax Planning & Optimization
• Entity Structuring for Maximum Tax Savings
• R&D Tax Credits & Industry-Specific Deductions

Bookkeeping Setup & Oversight
• QuickBooks Setup & Customization
• Training for In-House Teams
• Monthly or Quarterly
• Oversight & Review Based on Business Complexity

CFO & Business Growth Advisory
• Financial Forecasting & Budgeting
• Cash Flow & Profitability Analysis
• Debt & Financing Strategy

Business Scaling & Exit Planning
• Growth Strategies for Expanding Businesses
• Succession & Exit Strategy Planning
• Mergers & Acquisitions Financial Guidance
S W I P E F O R M O R E



FROM
STS Granite LLC.
Thanks to the expertise of the MSB Accounting Solutions Team, I managed to save $56,000 on my taxes this year by applying their tailored tax planning strategies. I highly recommend booking a free consultation to see how they can help you save money too!

FROM
Restoration 1 Management
We start working with MSB about 4 years ago and could not be happier with. From the outset, their professionalism and attention to detail have truly set them apart. The team at MSB possesses an unparalleled expertise in financial management, ensuring every aspect of my accounts is handled with precision and accuracy.

FROM
VP Mechanical Plumbers
MSB helped me save $100K on my tax bill, projected over the next 5 years, using just one of their smart strategies. Don’t wait—schedule a free call today and see how they can help you save too!

FROM
USA Construction & Remodeling
We have been using MSB Accounting services for an extended period, and our experience has been nothing short of exceptional. Their services consistently meet and exceed our expectations.
Why & When You Need These Services
As your business grows, so do your financial responsibilities. From managing taxes and books to planning for scale or exit, these services give you the expert guidance and structure you need—right when decisions matter most. Whether you’re just starting, expanding, or preparing to sell, now is the time to build smarter.
Running a business means wearing a lot of hats—but that doesn’t mean you should wear every hat. The services we offer exist to give you the clarity, strategy, and support you need to make smart decisions, stay compliant, and grow with confidence. Whether you’re trying to reduce your tax bill, clean up your books, gain financial control, or prepare your business for exit, we step in where most business owners get stuck—in the numbers, in the systems, and in the strategy.
These aren’t just operational checkboxes—they’re foundational moves that help your business thrive, not just survive.You don’t need to wait until something breaks to ask for help. Our services are designed for proactive, forward-thinking business owners who are:
• Starting or restructuring a growing business
• Hitting key revenue milestones ($100K, $500K, $1M+)
• Hiring their first team or scaling their current one
• Frustrated by taxes or cash flow confusion
• Preparing for expansion, investment, or exit
Whether you’re at your first six figures or preparing to scale past seven, the sooner we get involved, the more powerful the results.Overpaying in taxes due to lack of planning
• Messy books that keep you in the dark
• Reactive decisions driven by stress, not strategy
• Chaotic growth without systems or structure
• Unclear paths to scaling, hiring, or exiting your business
Our clients often come to us feeling stuck, overwhelmed, or unsure of what to do next. We turn that into clarity, structure, and momentum.A proactive tax strategy that keeps more money in your business
• Clean, reliable financial data you can actually use
• A strategic financial partner who understands your goals
• Systems that support sustainable growth
• A business that’s built to scale—and ready to exit when you are
In short, you get a smarter, more stable, and scalable business—plus the peace of mind of knowing you’re not doing it alone.