Advisory is where we work with you throughout the year to make smart decisions, plan ahead, and avoid surprises. Every engagement is built around your specific needs, whether you are running a business, managing personal finances, or navigating major life or tax events. Unlike our bookkeeping and tax services, advisory is fully customized and designed to support your entire financial picture.
Who is Advisory For?
Business and Personal Advisory is ideal for business owners, self-employed individuals, investors, and anyone whose financial life has moving parts that change throughout the year. If you are navigating growth, multi-state income, rentals, entity questions, variable income, or major financial decisions, advisory gives you access to expert guidance when you need it most. It is also a strong fit for individuals who want proactive planning rather than reacting to surprises at tax time.
Why Does Advisory Matter?
Most financial and tax problems are easier, cheaper, and far less stressful when addressed early. Advisory gives you year-round access to a CPA who understands your business, your personal finances, and your long-term goals. With clean books and accurate tax filings already in place, this service adds the strategic layer that helps you plan ahead, avoid penalties, capture opportunities, and make confident decisions in real time. When life changes, income shifts, or something complex comes up, you have someone to call before you act.
Custom Advisory Packages
We design each Customer Engagement around your specific goals, the complexity of your situation, and how often you want to meet or check in. Whether you need periodic planning sessions, ongoing strategic support, or deep involvement during major transitions, your package is tailored to your exact needs and adjusted as your circumstances evolve.
“I run an electrical contracting business and working with Malashock Advisory has been a major upgrade for me. They guided me through becoming an S corporation, set up my QuickBooks the right way, and helped me streamline how I run my jobs and track my numbers. They also keep me on top of estimated payments and any questions that come up during the year. I used to feel like I was guessing. Now I feel organized and confident because I have someone who explains things clearly and actually understands my business. I recommend Jeff with Malashock Advisory to any contractor who wants real support and direction.”
Advisory Bundling & Flat Fee Services
Bundling Discounts
Bundling advisory with your tax or bookkeeping services creates a smoother process and better pricing. When everything is under one roof, nothing is duplicated and we already understand your full financial picture. Use our proposal tool or contact us for an informal quote.
All-Inclusive Flat Fee
For individuals who want comprehensive, year-round support, we offer a flat monthly, quarterly, or annual fee that includes tax filings, bookkeeping, advisory meetings, and financial review. It’s a premium option for those that want a dedicated partner. Quotes are provided after consultation and review of your current financials.