Business Advisory Services

Strategic Guidance for Growing Your Business

Beyond tax preparation and bookkeeping, your business needs strategic direction to navigate challenges, capitalize on opportunities, and achieve sustainable growth. At Abundant Skies Tax & Accounting, our business advisory services provide the expert guidance and actionable insights that help small businesses and entrepreneurs build a clear roadmap to success.

With offices in Kalispell, MT and Cheyenne, WY, our experienced business advisors combine financial expertise with practical business knowledge to deliver solutions tailored to your specific goals and industry.

Comprehensive Business Advisory Solutions

Business Formation & Structure Optimization

Starting your business on the right foundation is critical for long-term success. Our business formation services include:

• Entity selection guidance (LLC, S-Corporation, Partnership, Sole Proprietorship)

• Formation document preparation and filing

• Business license and permit assistance

• Entity structure optimization for tax advantages

• Operating agreement and bylaw development

• Registered agent services (Wyoming and Montana)

• Multi-state qualification assistance

Strategic Planning & Growth Management

Transform your business vision into actionable strategies with our comprehensive planning services:

• Business goal setting and milestone development

• SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)

• Market positioning strategy

• Growth roadmap development

• Key performance indicator (KPI) identification

• Regular strategy review and adjustment

• Competitive analysis and differentiation planning

Financial Analysis & Performance Improvement

Gain deeper insights into your business's financial health and identify opportunities for improvement:

• Profit margin analysis by product/service line

• Break-even analysis and pricing strategy

• Cash conversion cycle optimization

• Cost structure analysis and improvement

• Financial ratio analysis and benchmarking

• Inventory management optimization

• Financial risk assessment and mitigation

Business Succession Planning

Ensure the continuity and successful transition of your business with our succession planning services:

• Business valuation assistance

• Ownership transfer strategy development

• Tax-efficient exit planning

• Buy-sell agreement development

• Family business transition planning

• Retirement planning for business owners

• Contingency planning for unexpected events

Expansion & Scaling Support

Navigate the challenges of business growth with strategic guidance:

• Expansion feasibility analysis

• New location planning

• Market entry strategy

• Scalable systems development

• Organizational structure planning

• Capital acquisition strategy

• Growth financing preparation and assistance

Technology Integration & Process Improvement

Leverage technology and streamlined processes to increase efficiency and profitability:

• Business process analysis and optimization

• Technology needs assessment

• Accounting and financial systems integration

• Automation opportunity identification

• Vendor selection guidance

• Implementation planning and oversight

• Return on technology investment analysis

Industry-Specific Advisory Expertise

Our business advisors have developed specialized expertise in various industries, allowing us to provide context-specific guidance:

Montana Specializations (Kalispell Office)

• Tourism & Hospitality (seasonal business management)

• Construction & Contracting (job costing, bid strategy)

• Professional Services (practice management, billing optimization)

• Outdoor Recreation (liability management, seasonal planning)

• Retail & E-commerce (inventory management, multiple sales channels)

Wyoming Specializations (Cheyenne Office)

• Energy & Natural Resources (compliance, cost management)

• Transportation & Logistics (fleet management, route optimization)

• Agriculture & Ranching (land use, generational planning)

• Professional Services (practice growth, client acquisition)

• Government Contracting (compliance, bid strategy)

Our Advisory Approach

Relationship-Based

We build long-term relationships with our clients, becoming trusted advisors who understand your business history, culture, and goals.

Data-Driven

Our recommendations are grounded in thorough analysis of your financial data and market conditions, providing objective insights for decision-making.

Action-Oriented

We don't just provide theoretical advice—we help you develop concrete action plans with clear steps and accountability measures.

Future-Focused

While addressing immediate challenges, we keep your long-term vision in mind, ensuring today's decisions support tomorrow's goals.

Advisory Service Packages

We offer flexible advisory packages designed to meet your specific needs:

Quarterly Business Review

Perfect for established businesses seeking regular check-ins and strategic guidance. Includes quarterly financial analysis, KPI tracking, and strategy sessions.

Monthly Advisory Retainer

Comprehensive support for growing businesses, including monthly financial reviews, ongoing strategic guidance, and priority access to our advisory team.

Project-Based Consulting

Targeted guidance for specific business challenges or opportunities, such as expansion planning, technology implementation, or business restructuring.

Startup Launch Package

Everything new businesses need to start on solid footing, including entity formation, initial business planning, and first-year strategic guidance.

Client Success Stories

"The business advisory team at Abundant Skies helped us identify that one of our service lines was actually losing money despite strong sales. They helped us restructure our pricing and delivery process, turning it into our most profitable offering within six months." — Professional Services Firm, Kalispell

"When we were considering expanding to a second location, Abundant Skies conducted a thorough feasibility analysis that revealed some critical factors we hadn't considered. Their guidance helped us adjust our expansion strategy and timing, ultimately leading to a much more successful launch." — Retail Business Owner, Cheyenne

The Abundant Skies Difference

Our business advisory services stand apart through:

Integrated Financial Perspective

Unlike general business consultants, our advisors integrate deep financial expertise with business strategy, ensuring recommendations are both practical and financially sound.

Small Business Focus

We specialize in advising small businesses and entrepreneurs, understanding the unique challenges and opportunities you face at each stage of growth.

Multi-State Knowledge

With offices in both Montana and Wyoming, we offer guidance on leveraging the different business environments and regulations in each state.

Implementation Support

We don't just provide recommendations—we help you implement them, offering ongoing support and accountability to ensure results.

Start Building Your Business Success Strategy

Don't navigate business challenges alone. Partner with the experienced business advisors at Abundant Skies Tax & Accounting to develop strategies that drive growth, increase profitability, and create sustainable success.

Kalispell Office
516 Grande Vista Dr
Kalispell, MT 59901
(406) 609-4567

Cheyenne Office
6100 Ridge Rd
Cheyenne, WY 82009
(406) 609-4567

Schedule your complimentary business strategy consultation today.