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About Us

Committed to Your Success

CN Advisory is a South Florida based, full-service business advisory, tax, assurance and accounting firm. We focus our attention on delivering high caliber professional services to small and middle market companies. Our goal is to bring to your organization a level of service and expertise that historically was only provided by “large” firms. We provide our expert services while supporting the business relationship and personnel attention that entrepreneurs, business owners, chief financial officers and individuals seek to have with their professional advisors. Our corporate history may be short but our 25 years experience includes serving local clients from the Keys, Miami, Fort Lauderdale and Palm Beach. In addition, we have served clients throughout the United States and Internationally.

We have approximately 25 years serving private and publicly traded companies in the following industries:

Industries

For 25 years we have helped companies in the following industries reach their goals:

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Real Estate/ Construction

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Technology

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Private Equity

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Manufacturing and Distribution

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Franchise

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Professional Firms

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Employee Benefit Plans

Practice Areas

For 25 years we have helped companies in the following Industries reach their goals by providing services in the below Practice Areas:

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Business Advisory

Finance

Tax

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Audit & Assurance
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Accounting

In addition to the above entrepreneur services, our accounting services include the following:

  • Business Management / Transaction Advisory
  • Outsourced CFO / Accounting Services
  • Tax Advisory And Compliance
  • Attest And Assurance Services
Our business advisory services are geared to helping clients bring to realization certain business goals, including expansion to national and global markets, acquisitions, divestitures, and succession planning.
We work directly with entrepreneurs to tailor our CFO Services in a way that is value centered and helps the entrepreneur meet their organization’s goals. We understand the unique challenges facing business owners. We help them take advantage of new growth opportunities so they can carry out their short and long-term goals.

Our business advisory services provide timely and useful information that leads to real and lasting solutions that can be effectively and efficiently implemented. Our consultants can help your business rise to the challenges of a complex global economy, leveraging opportunities that increase profitability and the overall value of your business. Our consultants are innovators, troubleshooters, and problem solvers ready to help you achieve success.

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Our tax advisory services are geared to helping clients develop tax strategies that are in line with their business goals. In conjunction with our business advisory services, we help clients formulate tax strategies that are synchronized to maximize their business expansion, acquisition, divestiture, succession, and individual wealth management plans.

In this regard, we help clients not only with their federal tax strategies, but also with navigating the ever-changing state and local tax rules, as well as international tax considerations. Our tax compliance services make sure that we help you timely plan for and file your required tax returns in all jurisdictions.

As part of our CFO and business advisory services, we also help clients with their accounting and financial reporting needs.

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Our accounting services are geared to providing business owners with monthly financial reporting that is provided to them on a timely basis and includes relevant Key Performance Indicators (KPIs) that help you evaluate and manage your business. We provide our clients regular access to high-quality accounting resources, that provide flexibility until hiring an in-house team makes business sense.

Lastly, our assurance services help organizations with the reporting they need to meet their bank covenants, investor requirements or simply to ensure that internal financial reporting is accurate and complete. Our assurance services include audits, reviews, and compilations of financial statements for for-profit organizations and employee benefit plans. In addition, we provide agreed-upon procedures, contract compliance and financial due diligence reporting/services.