What We Do
Tax Advisory • Business Advisory • Financial Advisory
Whether you need day-to-day bookkeeping, proactive tax strategy, or long-term financial planning, our three core services work together to keep your business on track and moving forward.
Our Services
At Succentrix, we handle everything from day-to-day bookkeeping and cash-flow check-ins to smart tax planning and goal-driven financial advice. Not just inputing historical numbers in the right place, but understanding your current numbers to make better business decisions.
Business Advisory
Understanding your numbers
This service provides end-to-end support in accounting and business management:
Handling financial statements, payroll, and direct deposit setup
Improving cash flow and reducing costs
Quarterly business reviews
We dont just put numbers in the right box, we help business owners understand their numbers – helping to make better decisions.
Tax Advisory
Eliminating IRS anxiety
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This service handles tax preparation, planning, and resolution:
Filing returns, reducing liabilities, resolving IRS issues
Advanced strategies to lower tax bill. We dont just report historical numbers, we help you plan ahead to save in taxes now and in the future.
Managing foreign tax obligations and credits
Minimal overall tax exposure
Financial Advisory
Tax-advantaged strategies to invest less & grow more.
This service delivers tailored investment management through:
Goal-based portfolio strategies, market analysis, and professional expertise
Our stategies help you to save in taxes in retirement, effectively allowing to stretch your retirement dollars.
Find Your Local Fractional CFO
