(+1)832-831-3907
Mon - Fri
8:00AM - 7:00PM
Office
7324 Southwest Fwy 2 201 Arena Tower Two,Houston 77074
Our Services
We specialize in consulting services, accounting, and tax solutions for small to medium sized businesses
Business Advisory Services
Our team provides comprehensive business advisory services, covering various facets of the business lifecycle. We offer tailored solutions to address specific challenges and support informed, data-driven decision making.
Gain deeper insights and make more informed decisions with our business analytics solutions.
Develop strategic plans and forecasts to drive business growth and success.
Receive expert guidance on business valuations, discounted cash flow analysis, and due diligence reviews for potential acquisitions.
Ensure thorough reviews and analysis to inform your business decisions.
Accounting & Bookkeeping
Our accounting and bookkeeping services are designed to alleviate the burden of day-to-day financial tasks, allowing you to focus on growing your business. Whether you're an entrepreneur just starting out or the owner of an established company, our team is here to provide expert support.
Accurate and timely financial statements to help you make informed decisions.
Precise and efficient recording of financial transactions.
Bank reconciliations
Secure and organized storage of financial documents
Expert guidance to help you get the most out of your accounting software.
Tax Planning & Preparation
In general, taxes are the most expensive expense for both businesses and individuals. This means that lowering your tax liability will result in higher net profits for you.
With AE Financial Advisors as your strategic partner, you can reduce your tax obligations while also growing your business. We specialize in taxes for businesses, business owners, and individuals, assisting clients in navigating the complex tax code in order to save time and money by locating applicable tax credits, deductions, and other curated strategies to reduce your tax bill.
Most businesses and individuals are concerned with tax savings and remaining in compliance with the IRS. Our goal as a team of skilled professionals is to constantly ensure that those expectations are met.
Tax planning
Tax preparation
Tax compliance
Tax resolution
IRS representation
CFO Services
The average small business owner lacks the financial resources to hire a full-time CFO. We can assist you if you want to free up your time while also receiving financial assistance.
Most small to medium-sized businesses lack the time and expertise to manage their finances. As a result, they are frequently in the dark about the financial health of their company.
Outsourcing financial management to a reputable firm like AE Financial Advisors LLC ensures that you have the financial knowledge you need to make sound business decisions.
Examples of CFO services that will be beneficial to you and your business are:
Financial planning and analysis
Budgeting and forecasting
Cash flow management
Financial reporting
Strategic planning
Payroll Services
Save yourself the time and effort of keeping up with all payroll, tax, and other regulatory requirements in order to keep your business running smoothly. Our team will handle it for you.
Would you rather spend your time focusing on your core business or on administrative tasks? Our outsourced payroll services allow you to outsource payroll administration so you can focus on your core business. We have a skilled team that understands the complexities of payroll and taxes.
Examples of services performed are:
Weekly, bi-weekly and monthly payroll processing
W2/1099 filing
Time sheet tracking
Other HR tasks such as employee onboarding
Tax Resolution and IRS Representaion
Increase your profits while decreasing your risks. You'll know what's working and what isn't with a financial or operational process audit, allowing you to take action quickly and increase your bottom line.
Financial and operational audits ensure legal compliance, protect your company and its clients, and assist you in meeting your objectives. We have extensive experience conducting business risk assessments and will collaborate with you to identify any pain points affecting your business and propose solutions based on our thorough review.
Our audits frequently reveal key deficiency areas that could be potential sources of revenue leakage. We are experts at advising on opportunities for cost savings through optimization.Examples are process and internal controls optimization, revenue billing and recovery audits, internal controls assessment, IRS representation and more.
Audit representation
Tax resolution
