Strategic Business Advisory Services in Winston-Salem
The Financial Partnership That Drives Better Decisions
Our Business Advisory Services provide the insight and strategy growing companies need to move forward with confidence. At Paul, Cox & Todd PLLC, we go beyond tax filings and bookkeeping — we serve as your trusted financial advisors, helping you understand the story behind your numbers and use it to shape your next move.
Think of us as your on-demand financial strategist — a team of seasoned Winston-Salem CPAs dedicated to helping you build stronger operations, improve profitability, and plan for sustainable growth. Whether you’re a small business owner or a multi-entity organization, our advisors help you make informed, data-driven decisions that protect your business today and strengthen it for tomorrow.
How Business Advisory Helps Your Company Thrive
Running a business requires constant decisions — when to hire, expand, invest, or conserve. Many business owners spend their time working in the business, not on it. That’s where we come in. Our CPAs meet with you regularly to review financial performance, forecast outcomes, and guide strategic planning so you can focus on what you do best.
We’ve helped companies across Winston-Salem and the Piedmont Triad — from construction and manufacturing to professional services and nonprofits — improve efficiency, strengthen margins, and achieve long-term goals.
Recently, we guided a local manufacturer through a pricing strategy overhaul that reduced expenses by 15% and increased net profit within a year. Results like these come from collaboration, foresight, and disciplined financial management — the foundation of our advisory approach.
Building Stronger Businesses Through
Trusted Financial Guidance
Our Core Advisory Services
Every engagement begins with listening. We learn your business, your challenges, and your goals before crafting a tailored strategy. Whether you need quarterly meetings to review progress or ongoing support for complex financial planning, our flexible advisory model fits the pace of your organization.
Our recommendations often extend beyond analysis — we help implement improvements too. If better financial systems are needed, we coordinate with our Accounting & Bookkeeping or QuickBooks Consulting teams to ensure seamless execution.
Why Local Businesses Trust Our Advisory Team
For decades, Paul, Cox & Todd PLLC has partnered with family-owned and privately held companies across Winston-Salem and Northwest North Carolina. Our experience spans industries including construction, professional services, healthcare, manufacturing, and real estate — giving us a broad understanding of both regional markets and industry-specific challenges.
As licensed CPAs, we uphold strict ethical standards, ensuring every recommendation is objective, transparent, and in your best interest. Our approach blends financial expertise with genuine partnership — because your success is our success.
A Partner You Can Rely On
We measure success by the confidence our clients feel when they have a clear picture of their finances. Whether you need a single service or a full accounting package, our Winston-Salem CPAs offer the expertise and reliability that help businesses grow and individuals plan with peace of mind.
