You Know Your Business, and We Know How to Make the Numbers Behind It Work
When you’re building something new—or rethinking how your business is structured—you need more than basic bookkeeping. You need insight that helps you make decisions with confidence.
Our financial consulting services are designed to guide you through the milestones that matter most: setting up a new business, evaluating growth opportunities, or transitioning to an S Corporation. As part of our business financial consulting services, we help you understand the financial impact of every move so you can plan strategically, avoid surprises, and build long-term stability.
We Don’t Believe in One-Size-Fits-All Advice
What we do believe in is a true partnership.
Our approach is hands-on, conversational, and built around your goals. We’ll translate your numbers into strategy, work through challenges together, and create a plan that feels as practical as it is personal.
OUR APPROACH
“Allison and her team were extremely professional, responsive, and easy to work with. I was navigating a world I know little about, and they were able to steer me in the right direction.”
“They even completed everything ahead of schedule. Definitely recommend working with their team!”
EDWARD S.
Consulting Services
No two businesses grow the same way, which means no two financial plans should either. These financial consulting services for business owners meet you exactly where you are; helping you simplify decisions, avoid costly missteps, and feel supported every step of the way.
"Allison welcomed me with wide open arms to help me understand what I need to be doing for the business I just opened. I cannot imagine going to anyone else who would make me feel so safe and understood."
- jillian
FOR NEW BUSINESS OWNERS
Starting a business comes with excitement—and a lot of financial unknowns. Jump Start is designed to help first-time business owners set things up the right way from day one through focused small business financial consulting. We’ll walk you through structure, systems, and strategy so you can launch with confidence.
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Includes
Jump Start
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Jump Start
- Guidance on choosing the right business entity
- Recommendations for accounting setup and software
- A clear plan for managing cash flow and expenses
- An understanding of your start-up tax and reporting requirements
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Includes
FOR ONE-TIME GUIDANCE + SUPPORT
For business owners who want to manage their own books, but are looking for some expert guidance first.
We’ll walk you through QuickBooks setup and workflows, teach you how to track income and expenses properly, and help you use the software to its full potential.
1:1 Quickbooks Sessions
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S Corp Transitions
- Evaluation of S Corp eligibility and tax implications
- Comparison of potential savings and costs
- Full-service S Copy transition and setup
- Ongoing support to ensure your new structure runs smoothly
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Includes
FOR ALL BUSINESS OWNERS
Need an expert to talk through a specific challenge or opportunity? Our general consulting sessions are designed to give you personalized, actionable advice on the financial topics that matter most to you—ideal for business owners looking for ongoing financial consulting services for small businesses.
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Includes
General Financial Consulting
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General Financial Consulting
- Entity structuring and stacking
- Pricing and profitability strategy
- Growth and expansion planning
- Financial systems and process improvements
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Includes
Our MO Film Tax Credit Audit service provides productions with a streamlined, compliant, and fully supported path to claiming the Missouri film credit. We handle the details, verify the numbers, and prepare the required documentation so you can submit with confidence.
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Includes
MO Film Tax Credit Audits
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MO Film Tax Credit Audits
- Kickoff meeting to review project details, gather information, and outline the audit process
- Comprehensive audit of invoices + payroll
- Calculation of the Missouri film tax credit based on eligible expenditures
- Preparation of the Accountant Report required for official credit submission
- Final wrap-up meeting to walk through findings, answer questions, and outline next steps
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Includes
Why Business Owners Choose AMCPA
The best results come from consistency. Many of our clients come to us for one project and stay for years because they know we care about their growth as much as they do.
WE BUILD LONG-TERM PARTNERSHIPS
Financial decisions don’t have to be overwhelming. We break down complex topics into clear, actionable steps that make sense for your business today and prepare you for tomorrow.
WE MAKE STRATEGY SIMPLE
You know your business better than anyone. We start by understanding your goals, your challenges, and what success looks like to you, then tailor our approach to match.
WE LISTEN FIRST
You’ll leave every conversation with next steps you can actually use. No generic advice, just practical strategies that move your business forward.
WE TURN INSIGHT INTO ACTION
How do I access my AMCPA Client Portal?
What makes an ideal AMCPA client?
Are office visits by appointment only?
How do I ask a quick question?
What’s the difference between an accountant and a CPA?
What does communication look like as an AM CPA client?
Why do you call yourselves non-traditional?
How does AMCPA differ from other accounting firms?
How does AMCPA differ from other accounting firms?
We don’t disappear after tax season or only reach out when we need paperwork. We actually get to know you and your business so we can support you year-round with advice that makes sense for your goals, not just the numbers.
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Why do you call yourselves non-traditional?
Because we’re not your typical firm, and proudly so. Instead of the buttoned-up, gatekeep-y vibe the accounting world is known for, AM CPA creates a space where everyone belongs. No judgment. No intimidation. No pretending you “should already know this.” We value honest conversations, real relationships, and making sure you always feel informed, included, and respected.
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What does communication look like as an AMCPA client?
We keep it consistent. With our full-service plans, you’ll get monthly touchpoints and proactive updates whenever something needs your attention. We don’t believe in “see you next April!” We believe in ongoing connection and strong partnerships built over time.
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What’s the difference between an accountant and a CPA?
All CPAs are accountants, but not all accountants are CPAs. A CPA has completed additional education, passed a rigorous licensing exam, and can offer a wider range of services. In short: a CPA brings deeper expertise and a higher level of qualification to your financial world.
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How do I ask a quick question?
Just reach out. We don’t believe in nickel-and-diming clients for every email or call. If you have a simple question, send us an email, give us a ring, or hop on our website chat—we’re happy to help. If something requires deeper work, we’ll always let you know before any fees are involved.
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Are office visits by appointment only?
Yes. To ensure you get dedicated time and support, office visits are available by appointment during our regular office hours.
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What makes an ideal AMCPA client?
People who want a real relationship with their accountant. Our ideal clients appreciate year-round support, open conversations, and a collaborative approach that helps their business move forward.
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How do I access my AMCPA Client Portal?
You can access your AMCPA Client Portal by clicking here. And just a reminder – it contains all of your personal tax documents, so if you’re looking for something, check there first!
