01
Entity structuring and tax planning.
We look at how your business is structured and whether your setup still serves you, then build a tax strategy around what you're trying to accomplish, not just what you earned last year.
Business Advisory
Year-round business advisory services for the businesses families build.
Most business owners have a CPA who shows up in tax season. As a Virginia business advisory CPA firm, we're in your corner all year, on decisions, not just returns.
The Difference
We're not your tax preparer. We're your business advisory firm.
Traditional CPA relationship
Reactive. Something happens in your business, a deal, a hire, a hard year, and your CPA finds out about it in March when they're pulling your documents.
Shoemaker CPA
Proactive. We're in the conversation before decisions are made, not reviewing the aftermath. You reach us when something's happening, not only when you owe us documents.
Traditional CPA relationship
Once a year. A flurry of activity in Q1, then silence. The relationship exists to produce a return, not to move your business forward.
Shoemaker CPA
Year-round. Quarterly check-ins, open lines between sessions, and outreach from us when something changes that you should know about.
Traditional CPA relationship
Compliance-only. Your return gets filed correctly. That's the job. Whether it could have been better isn't really the conversation.
Shoemaker CPA
Strategy-first. Compliance is the floor, not the ceiling. We're looking at your structure, compensation, ownership plan, and the full arc of what you're building.
Who We Work With
Closely held family businesses under $50M.
Not every business is right for this model. We work with owners who want a real advisory relationship, people who ask questions, who want to understand their numbers, and who value access over a portal and a once-a-year call.
If you're wearing too many hats and feel like you're making major decisions without a real financial sounding board, that's the gap we fill.
S-CorpsC-CorpsPartnershipsSole Proprietors
What We Do
What year-round business advisory and consulting actually looks like.
02
Quarterly check-ins and proactive communication.
Regular touchpoints throughout the year to review your financials, flag issues before they become problems, and keep your plan calibrated to where the business actually is.
03
Owner compensation strategy.
Salary, distributions, retirement contributions; we model the right mix for your business stage and personal tax situation, and revisit it when things change.
04
Major transaction support.
Acquisitions, ownership transitions, exits; these are the moments where the right advisor changes outcomes. We're in the room before you sign, not reviewing documents after.
05
Business financial review.
We dig into your numbers, not just to produce a return, but to understand what's driving performance, where margin is hiding, and what the financials are actually telling you.
06
Coordination with attorneys and advisors.
Your CPA, your attorney, your financial advisor; when they're working off the same information toward the same goals, nothing falls through the cracks. We facilitate that alignment.
How It Works
Simple. Direct. No guessing about where things stand.
1
We start with a conversation, not a proposal or a pitch.
The first step is understanding what you're working with and what you're working toward. We don't show up with a deck. We show up with questions.
2
We build a plan specific to your business and your goals.
Not a template. Not a package. A plan built around your entity structure, your ownership situation, your numbers, and where you're trying to take the business.
3
We stay in your corner; proactive outreach, not waiting for you to call.
Quarterly reviews, check-ins when something in your industry shifts, a call when a new rule affects your structure. That's our job.
Let's talk about what your business actually needs.
No commitment, no pressure. Just a direct conversation.