AGIO
Accountancy
Corporation

Strategic Financial Consultants and Certified Public
Accountants here to give sound advice

Tailored Solutions for Your Diverse Business Needs

Businesses face a variety of challenges today, from regulatory and tax compliance to financing growth in a changing interest rate environment. We work closely with founder-owned business clients who prioritize their success by creating clear financial plans for crucial financial decisions. Our professionals have over 30 years of experience working with novel startups to more mature privately-held middle-market businesses ready to sell for strategic succession or retirement. Our team has worked on numerous private business sales, advising on the financial merits and tax implications of transactions to maximize client returns.

At AGIO, we know how hard you’ve worked to build your business and aim to help you retain as many of your resources as legally possible. We specialize in serving founder-owned businesses and their principals with valuable tax-smart accounting solutions and wealth preservation strategies. Whether you’re ready to sell your business or just getting out of the startup gate, our custom-tailored approach will help you keep more of your money at year-end and help grow and preserve your wealth.

Who Calls AGIO?

Focus on What You Know Best.

Entrepreneurs are inevitably engrossed in their business operations. From customer priorities to industry trends, tax and accounting can become afterthoughts until year-end. Don’t let another year go by without maximizing your long-term wealth-building and retention opportunities. AGIO can help design and implement effective tax-smart wealth strategies appropriate for your existing lifestyle and future plans.

What About My Bookkeeper or In-House Controller?

The business may have a Controller/CFO already, but their focus is often on periodic financial reporting. Is the company properly structured to optimize tax liabilities today, as well as in anticipation of an eventual sale? How do “lifestyle” costs affect the business picture? Will my accounting withstand an underwriter or an institutional process? AGIO can address these issues by providing an entire accounting function or augmenting the existing team. We’re not here to duplicate efforts but can readily add clarity to client financial planning and reporting processes.

Our Approach: Personalized Strategies for Your Unique Goals

Understanding Your Needs

At AGIO Accountancy Corporation, we start with you—your goals, challenges, and vision. Each client relationship begins with a comprehensive review consultation to gain an understanding of the depth and breadth of your financial landscape. This personal insight allows us to craft strategies appropriate to your particular situation and goals, ensuring that our approach truly aligns with your personal objectives.

Delivering Tailored Solutions

Our tailored solutions address your specific needs. We work effectively to minimize current tax obligations, advise on future growth strategies, and manage the complexities of any financial situation that may arise. AGIO adapts our approach to your existing and evolving needs. With a commitment to precision and excellence, we aim to meet and exceed expectations to achieve tangible results.