Financial strategy for professional service firms

Helping service-based businesses build financial clarity


From law firms to consulting agencies, professional services firms operate on expertise, not inventory—making financial strategy essential. Nth Degree CPAs helps service-based businesses maximize profitability, improve cash flow, and build a scalable financial model to support long-term success.

Case study

What One Thing Saved An Online Marketer $200K In Taxes (That His Original CPA Missed)


When an online marketer approached Nth Degree to plan for their tax liability, they discovered an opportunity to offset their business profits through short-term rental investments. But that was just the beginning.

Optimizing business wealth for service-based firms


Unlike product-based businesses, professional service firms generate value through expertise—meaning financial optimization plays a crucial role in long-term profitability and business valuation. We help firms develop a structured financial plan that enhances cash flow, tax efficiency, and sustainable growth.

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Tailored services for eCommerce businesses


Tax optimization services

Proactive strategies to minimize liabilities and maximize cash flow.

Controller services

Weekly financial reporting, KPI tracking, and profitability analysis.

CFO services

Advanced financial modeling, inventory financing strategies, and exit planning.

Solving key financial challenges in professional services


Cash flow & profitability

Managing billable hours, revenue cycles, and expenses is key to maximizing profits.

Tax & compliance optimization

Service-based firms face unique tax challenges—we ensure proactive strategies to minimize liabilities.

Scaling & business valuation

Whether growing or preparing for a sale, merger, or transition, we provide the strategic financial insights needed.

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.