AI-Powered Business Advising
Numbers are just the beginning. Strategy is where growth happens.
Most accountants will file your return and hand you back the paperwork. We go further. We sit across from you, as your financial partner, and help you understand what your numbers mean, what they’re telling you to do, and how to build a business that’s more profitable, more resilient, and worth more at the end of the road.
Your Business Deserves More than an Accountant. It Deserves a Strategist.
Whether you’re just starting out, scaling fast, preparing to sell, or navigating a rough patch, Aldo Cotrina’s business consulting services provide deep financial expertise.
Financial Intelligence
Is Profit Analysis, Right for You?
- Do you feel like your business is busy but not profitable?
- Do you want a strategic financial plan, not just a tax return?
- Are you thinking about buying, selling, or merging a business?
- Do you need a financial expert in the room for a major decision?
- Is your business growing fast but your systems aren’t keeping up?
If you answered yes to any of the above, a business consulting engagement could be one of the highest-ROI investments you make this year.
Services Overview
Business Consulting
Need a business loan, line of credit, or SBA financing? We prepare the financial packages lenders want to see.
We’ve helped:
- Entrepreneurs scaling from solo to multi-employee who need real financial strategy
- S-Corp and LLC owners frustrated their CPA ‘just files taxes’
- High-income professionals (doctors, real estate investors, consultants) with complex tax situations
- Business owners with $500K+ revenue who sense there’s money being left on the table
LLC vs. S-Corp vs. C-Corp — the choice affects everything from taxes to liability. We help you choose and set up correctly.
We perform S-Corp vs. C-Corp tax differential analysis, SALT planning for LI homeowner-business owners, payroll-to-profit ratio benchmarking, retirement plan ROI, and more to make sure your business is working for your needs.
We combine financial expertise and run AI-driven analysis of your P&L, balance sheet, and cash flow to surface margin leaks, over-staffing signals, pricing inefficiencies, and tax structuring opportunities your current advisor has missed.
Most business owners make major financial decisions such as entity selection, compensation structure, expansion timing without the data to back them up. We change that We do our homework so you can focus on growing your business.
Federal and state payroll tax deposits, 941s, 940s, and W-2/1099 filings, ALL handled on your behalf.
We provide strategic financial analysis and oversight to help you focus on what matters.
Understand exactly where your money goes, forecast future cash needs, and avoid the cash crunches that kill profitable businesses.
Know which services, products, locations, or clients are actually making you money — and which are quietly draining it.
Switching from ADP, Gusto, or a manual system? We handle it and set it up smoothly.
Payroll reporting • Filing of Form 941 • Filing of Form NYS-45 • Employer compliance with federal and New York State payroll regulations
Operating in multiple counties or states? We manage payroll across locations with proper tax allocation.
What would a strategic financial partner do for your business?
Let's find out together. Get in touch today!
