ROAR Advisory Services
(Revenue Optimization and Rejuvenation)
Every business is at a different stage of growth. That’s why ROAR offers three levels of advisory support, each designed to meet you where you are and guide you toward where you want to go.
Tier 1: ROAR Essentials
If you’re ready to get organized, understand your numbers, and make better decisions without feeling overwhelmed, Tier 1 gives you the essentials to build stability, gain clarity and strengthen your foundation.
The Path Forward:
- Clear monthly financial insights
- Guidance on key decisions
- Accountability and direction
- A trusted advisor who helps you stay on track
Tier 1 is perfect for businesses that want a solid financial foundation and a reliable partner to help them stay focused and clear about what to do next.
Tier 2: ROAR Growth
When you’re ready to grow but need more structure, strategy, and hands‑on support, Tier 2 provides the insights to help you scale with intention.
The Path Forward:
- Deeper financial analysis and forecasting
- Strategic planning sessions
- Cash flow guidance and scenario planning
- Systems and process recommendations
- Regular check‑ins to keep your goals moving
Tier 2 is ideal for businesses experiencing growth, challenged by complexity or operational transitions ready for strategies to take them to the next level of success.
Tier 3: ROAR Leadership
Tier 3 is our most comprehensive advisory partnership, designed for leaders who want to transform their business, expand their vision, and significantly scale their operations.
The Path Forward:
- Full strategic advisory support
- Advanced forecasting and financial modeling
- Leadership and decision‑making guidance
- Operational and workflow optimization
- Proactive planning for growth, risk, and opportunity
- A dedicated advisor who functions as part of your leadership team
Tier 3 is built for businesses ready to step into long‑term strategy, operational excellence, and sustainable growth.
Not Sure Which ROAR Tier Is Right for You?
We’ll Help You Find the Perfect Fit, or Build One Just for You.
We offer customized ROAR packages designed around your business, your priorities, and the level of support you need to move forward with clarity and confidence.
Whether you want a little guidance, a lot of strategy, or something in between, we’ll help you build a plan that works.
If ROAR isn’t the right fit, we’re still here to help. You can explore our full range of accounting, tax, and advisory services to find the support that aligns with your goals.
Individual & Business Tax Services
We’ll customize your solution from the Foundation of Financial Stability and Clarity including:
Your virtual financial office solutions are customized to your business needs.
Business Tax Services
Corporate and small‑business tax preparation and compliance support.
Individual Tax Services
Personalized tax return preparation and planning for individuals.
Tax Planning + Consulting
Comprehensive analysis and long‑term planning to ensure
tax efficiency and compliance.
IRS Representation
Assistance with state and federal tax issues, including liens,
levies, and payment plans.
VAST (Virtual Accounting Service Team)
Back-Office Services
Your virtual financial office solutions are customized to your business needs.
Bookkeeping/Payroll
Includes services such as AP/AR, cash and asset management, bank and credit card reconciliation, payroll, and accounting software support.
Financial + Accounting Reporting
Includes monthly and quarterly creation of formal financial records for management, investors, and regulators.
Let’s Connect
Contact one of our accounting, tax planning, or business advisory specialists today to tap into tomorrow’s insights today. Everything Lawhorn CPA Group does is to help your business improve results by providing business services you need when you need them.