Business financial advisory services

Truly unique financial advisory services


At Nth Degree, our business financial advisory services go beyond traditional accounting to offer customized, high-level strategic support tailored to your unique needs. We provide one-on-one guidance to help business owners optimize cash flow, plan for growth, and navigate complex financial decisions. With access to Dan Nicholson’s network of industry experts, wealth advisors, and strategic partners, our clients benefit from comprehensive financial insights and innovative solutions designed to drive long-term success.

Why partner with us?


Most financial advisory services offer generic advice or short-term fixes. We take a personalized, strategy-first approach, focusing on your specific goals and challenges. Our proprietary frameworks, such as The Solvable Problem, provide a structured method for aligning financial decisions with long-term objectives. With direct access to seasoned advisors, ongoing strategy sessions, and a network of top industry professionals, we deliver a depth of expertise and customized support that sets us apart from traditional firms.

Client success metrics


80%

increased their cash flow


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$56k

in tax savings


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90%

retention rate


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How we combine business and CFO advisory services for purpose-driven success


Our advisory services provide more than just advice—they offer actionable strategies that drive real financial results. Clients experience improved cash flow management, optimized tax planning, and enhanced profitability through strategic financial modeling and scenario planning. We help business owners make informed decisions that reduce risk, maximize opportunities, and build lasting wealth. By aligning financial strategy with your business vision, we ensure every decision contributes to long-term growth and stability.


Ready for tailored financial guidance to elevate your business?


Book an intro call


Our business tax & accounting solutions


Business tax planning services

Business tax preparation services

Business tax compliance services

Business tax advisory services

Bookkeeping services

Business valuation services

Outsourced controller services

Outsourced Fractional CFO services

Business financial advisory services

Book a call today

Strategic financial guidance beyond compliance


We go beyond traditional accounting with proactive tax strategies, financial optimization, and CFO-level guidance—giving business owners the clarity, control, and strategy needed to achieve long-term financial clarity.

Tax optimization services

Controller services

CFO services

Take control of your finances & keep more of what you earn


Stop overpaying in taxes and start optimizing your cash flow. We help purpose-driven entrepreneurs build smarter tax strategies, increase profitability, and legally and ethically reduce federal taxes by 25-100%.

Why are we trusted?


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John Smith

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Laura Williams

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Maxwell Evans

Financial Intelligence


A pocket watch on a desk next to paperwork that reads, immediate write-off
By Dan Nicholson April 1, 2025
Learn how small business owners can use bonus depreciation to accelerate deductions and reduce taxes in high-income years. This guide explains what qualifies, when it makes sense, and how to avoid common pitfalls. Schedule a tax strategy session with Nth Degree today.
A health insurance membership card next to calculators and paperwork
March 31, 2025
Self-employed business owners can deduct health insurance premiums to lower their tax bill and ensure coverage for themselves and their families. Learn how this tax strategy works and how to apply it to your business.
A business man in glasses and a collared shirt drinking coffee and looking at a book in an office
By Dan Nicholson March 29, 2025
Think your 401(k) is just an employee perk? Think again. This article explores how small business owners can turn a Traditional 401(k) into a high-leverage, tax-efficient strategy for building wealth, reducing taxable income, and retaining top talent. Discover overlooked benefits and smart ways to structure your plan for maximum impact.

Book a call today


Gain financial clarity and unlock hidden opportunities. Book a call today to start building a tax-smart, growth-focused financial strategy.