MSM Advisors, your trusted partner
Trust · Guidance · Growth
Proactive accounting, tax, and virtual CFO advisory to help your business grow, save on taxes, and thrive — at every stage of your growth.
All-inclusive support for every stage of growth
Pick the tier that fits your revenue, then explore the individual services below. Every package is customized to your business.
Foundation
Core accounting & tax, fully handled
For businesses ~$500K–$1M in revenue
- Monthly bookkeeping
- Payroll processing
- Bill payment
- Monthly financial analysis
- Monthly 30-minute financial review
- Business tax return & estimated taxes
Growth
Foundation, plus forward-looking guidance
For businesses ~$1M–$5M in revenue
- Everything in Foundation
- Cash flow analysis
- KPI tracking & reporting
- Budgeting support
Executive
Growth, plus CFO-level oversight
For businesses ~$5M+ in revenue
- Everything in Growth
- Internal control analysis
- Management projections
- Banking relationship support
Every engagement is customized — packages show typical scope, not a fixed rate. You'll receive an exact, all-in quote after your free consultation.
Our Services
Whatever stage your business is in, we meet you there — with services designed around your operations, not a one-size-fits-all template.
Your dependable partner for your company's success
MSM Advisors offers comprehensive, customized financial services for small and mid-sized businesses across every industry. With broad expertise and a whole-picture approach, we help you make confident decisions — and we always value the relationship over the transaction.
- Tailored advisory for businesses in every industry
- Personal service and long-lasting client relationships
- CFO-level insight backed by CPA-grade precision
Tools & platforms we work in
- 120+
- Happy business clients
- 30+
- Years of experience
- 340+
- Engagements completed
- 100%
- Tailored service
Frequently asked questions
Have a question that isn't here? Reach out any time — we're happy to help.
What types of businesses do you work with?
We partner with small and mid-sized businesses across many industries — typically those generating $250,000 or more in annual revenue — from established companies to fast-growing operations.
How do I book a consultation?
Request a free consultation online or give us a call. Our Office Manager will reach out quickly to schedule a no-obligation 30-minute conversation.
Do you work with clients outside Georgia?
Yes. We're based in Lawrenceville, GA and serve clients virtually throughout the United States.
How is your pricing structured?
Most services are billed as a predictable flat monthly subscription, scoped to the size and needs of your business. You'll receive a custom quote after your free consultation.
Do you offer year-round support or just at tax time?
Year-round. Proactive, ongoing guidance is the whole point — we plan ahead so decisions get made before deadlines lock them in.
What our clients say
We're proud to have helped so many businesses grow and succeed. Here's what a few of them have to say.
Best virtual CFO in town!
Michael Moffitt is one of the finest and most honest people I've ever met.
They've done my tax returns for several years now and they have been consistently excellent.
From our blog
Let's talk about your business
Request your complimentary consultation and get a clear, no-pressure look at how we can help you grow, save on taxes, and gain peace of mind.
Free 30-minute consultation · No obligation · For businesses with $250K+ in annual revenue