At Katharos Business Advisors, we proudly serve a diverse range of industries and professionals, providing tailored accounting, tax planning, and business consulting solutions that address their unique needs and challenges. We recognize that our clients often operate in complex environments, requiring collaboration with attorneys, wealth managers, brokers, organizational boards, and partners to achieve holistic financial planning. Our services go beyond traditional accounting by offering forward-thinking strategies that anticipate growth, adapt to industry changes, and create pathways for generational wealth.
Family Owned Businesses
Family businesses are the cornerstone of our community, blending tradition with innovation. We understand the unique challenges they face, from succession planning to balancing family dynamics. Our tax planning and business consulting services are designed to address these complexities, helping families preserve their legacy, ensure smooth transitions, and create a foundation for lasting success.
Construction
Construction companies build the physical foundation of our communities, and we’re here to support their financial foundation. From managing project costs to optimizing tax planning and providing business consulting, we help construction businesses navigate fluctuating costs, improve profitability, and prepare for long-term success.
Doctors & Medical Professionals
Medical professionals, including doctors, chiropractors, dentists, mental health practitioners, and other healthcare providers, dedicate their lives to improving the well-being of others. We partner with these professionals to safeguard their financial health by offering tailored tax planning, cash flow optimization, and business consulting solutions. Whether managing a private practice, expanding operations, or preparing for retirement, we provide strategies that address the unique financial challenges of the healthcare industry. Our goal is to help medical professionals build sustainable practices and secure their financial futures while allowing them to focus on patient care.
Insurance Agencies
Insurance agencies play a crucial role in managing risk for individuals and businesses. We provide tailored tax strategies and business consulting services to streamline operations, plan for growth, and ensure compliance with industry regulations. Our proactive approach helps agencies navigate today’s challenges while positioning them for long-term success.
Laundromat
Laundromats provide essential services and often operate on slim margins. We help owners maximize profitability, improve operational efficiency, and develop tax strategies that reduce liabilities. Through business consulting, we also guide owners in scaling their operations and preparing for growth opportunities.
Lawyers
Attorneys often face complex financial and tax structures. We provide expert guidance to manage trust accounts, optimize tax planning, and address long-term financial stability. Our business consulting services ensure that lawyers have the financial clarity needed to grow their practices and focus on their clients.
Real Estate
Real estate professionals shape communities and drive economic growth. We assist brokers, investors, and developers with specialized tax planning strategies, including cost segregation studies to accelerate depreciation benefits, 1031 exchanges to defer capital gains taxes, and optimized income structuring. Our business consulting services provide insights into market trends, portfolio growth, and operational efficiency. Whether managing large-scale developments or rental properties, we help real estate professionals maximize returns, reduce liabilities, and position themselves for long-term success in a competitive market.
Retail
Retail businesses are the lifeblood of local economies, connecting goods with communities. We help retailers manage inventory, streamline operations, and develop tax strategies that enhance profitability. Our business consulting services support their efforts to adapt to market changes and implement long-term growth plans.
Technology
Technology companies are at the forefront of innovation, requiring agile and strategic financial planning. We help tech businesses secure tax incentives, manage cash flow, and develop comprehensive growth strategies through business consulting. Our proactive approach ensures they stay competitive and scalable in a rapidly evolving industry.
Veterinarians
Veterinary practices balance medical expertise with business operations. We provide tailored tax planning, financial management, and consulting services to help veterinarians optimize their practices, increase profitability, and plan for future growth while focusing on their passion: caring for animals.