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A = Advisory / Accounting “A” is the foundation gear — the structural, precision-driven side of your business. “Advisory & Accounting Services” Accounting & Bookkeeping – Monthly reconciliation, QuickBooks setup, financial statements. Tax Preparation & Planning – Individual, business, trust, and estate returns. Advisory Services – Business formation, growth planning, CFO services. Assurance / Compliance – Audit prep, tax compliance reviews, IRS representation.