Empowering you to focus on what is most important

Our services

Inflection Management empowers small businesses and entrepreneurs through a suite of strategic services tailored for success. From meticulous organization and precise financial reporting to targeted business strategy and efficient asset coordination, we specialize in error spotting, cash flow management, compensation planning, tax optimization, and liability management.

Our collaborative approach ensures seamless integration with your professional team, providing comprehensive support to drive your business towards sustained growth and prosperity.

Organization

We optimize the structure of small single-member LLC’s and S-Corps, ensuring a strategic and efficient framework that aligns the complexities of both business and personal finances.  

Financial Reporting

Our services deliver accurate and comprehensive financial reporting, providing a clear snapshot of your business's fiscal health. Tailored for small enterprises, we empower you with the insights needed for informed decision-making.

Business Strategy

It all begins with an idea, challenge or goal. We can work project to project or help establish a team of professionals to provide business strategy and consulting services.

Asset Coordination

We strategize around proper asset movement by looking at your business and personal balance sheets together. This is done often on a quarterly basis or as needed around large purchases or events.

Error Spotting

Because we have our finger on the pulse of your business it is easy for us to identify and resolve discrepancies promptly. We minimize risks by ensuring the accuracy of your financial processes, safeguarding the integrity of your business operations. 

Cash Flow Management

Optimize your cash flow with our proactive management solutions. Inflection Management ensures a steady and predictable cash flow for your small business, promoting financial stability and facilitating strategic investments.  

Compensation Management

Planning around your compensation is not a one size fits all. Things change quarterly and annually and require a hands on approach. We look towards your goals and future before making decisions based on tax planning today.

Tax Planning

We integrate tax planning into all of our daily actions rather than single it out. By working this way we don’t lose sight on the importance of it, but we don’t allow it to distract from the many other important planning activities we are doing for you.

Liability Management

Often the overlooked and least sexy part of your financial structure, we want to ensure your business and assets are protected. We will complete a detailed insurance review and be able to quarterback establishing specific products if needed.  

Work with Your Professional Team

Inflection Management seamlessly integrates with your professional team, fostering collaboration for holistic business management. Our expertise complements your existing advisors, creating a unified approach to ensure your business's success.

Questions before getting started? Get in touch.