Business Advisory, Fractional CFO & Training

Business Operations Advisory

Operational support for founders and teams who need reliable systems, clear processes, and day-to-day execution support — without hiring a full internal operations team.

• Process Design & SOP Documentation

  Documented, repeatable procedures for core business functions.
• Systems & Tools Setup

  Selection and implementation of project management, CRM, and collaboration tools.
• Org Structure & Role Design

  Clarifying team structure, roles, and reporting lines as the company grows.
• People Operations

  Onboarding, policies, contracts, and performance review frameworks.
• Vendor & Supply Chain Coordination

  Sourcing, vendor management, and logistics support.
• KPI & Performance Dashboards

  Operational metrics tracked and reported in one place.
• Operational Risk & Compliance Review

  Identifying gaps in licensing, contracts, and internal controls.
• Process Automation

  Automating repetitive tasks across tools and workflows.
• Operations Audit

  Full review of current-state operations with a prioritized improvement roadmap.

Financial Advisory

Financial support for founders and teams who need accurate books, clear reporting, and strategic financial guidance — without hiring a full-time in-house finance function.

• Bookkeeping & Books Cleanup

  Accurate, up-to-date books and historical cleanup.
• Monthly Financial Statements

  P&L, balance sheet, and cash flow statements delivered monthly.
• Budgeting & Forecasting

  Annual budgets and rolling forecasts tied to business goals.
• Cash Flow Management

  Cash runway tracking and early warning on shortfalls.
• Financial Modeling

  Scenario models for pricing, hiring, and growth decisions.
• Fundraising & Investor Readiness

  Data rooms, pitch financials, and investor reporting.
• Payroll Setup & Management

  Payroll systems configuration and processing support.
• Accounting Systems Setup

  QuickBooks/Xero setup, chart of accounts, integrations.
• Tax Planning Coordination

  Coordination with ONI's Tax Services team or an outside CPA on quarterly and year-end strategy.
• Pricing & Margin Analysis

  Unit economics and profitability review by product or service line.

Business Tax Services

Business tax compliance and planning support for founders and teams who need accurate, on-time filings and a proactive strategy to manage liability throughout the year — coordinated with a licensed CPA/EA where a credentialed preparer is required.

• Business Tax Return Preparation & Filing

  Federal, state, and local returns prepared and filed accurately and on time.
• Quarterly Estimated Tax Payments

  Calculation and reminders to avoid underpayment penalties.
• Sales & Use Tax Compliance

  Registration, filing, and multi-state nexus tracking.
• Payroll Support

  Payroll processing, tax deposits, and filing support.
• Tax Planning & Strategy

  Proactive planning to minimize liability throughout the year.
• Entity Structure & Election Guidance

  S-corp, LLC, and C-corp comparisons and election filings (e.g., Form 2553).
• Tax Credits & Deductions Review

  Identifying R&D credits, Section 179, and QBI deduction opportunities.
• IRS & State Notice Resolution

  Responding to notices, audits, and correspondence.
• Year-End Tax Documentation

  1099s, W-2s, and year-end closing support.