Business Advisors | Austin, TX | Wood, Johnson, Heath

Gain a competitive edge and take your business to the next level with professional business advisory services from Wood, Johnson, Heath in Austin, TX. Our team of experienced CPAs and financial consultants helps small businesses and established organizations alike make strategic, data-driven decisions that fuel growth, efficiency, and profitability.

Whether you’re launching a new company, navigating cash flow challenges, or preparing for expansion, our advisors provide the insights and strategies to guide every step. Contact Wood, Johnson, Heath today at (512) 343-8075 to schedule your consultation and discover how our business advisory services can strengthen your financial foundation.

Running a business comes with challenges at every level—from startup funding and compliance to succession planning and long-term growth. That’s where Wood, Johnson, Heath steps in. Our experienced CPAs offer more than just accounting—we become your strategic partners, helping you make informed decisions that align with your company’s vision and values.

Located in Austin, TX, we serve businesses across a variety of industries, including retail, professional services, construction, healthcare, real estate, and technology. No matter your size or structure, our firm delivers practical, customized solutions designed to help your business thrive in today’s competitive market.

Every successful business begins with a solid plan. Our business advisory services focus on building clear, measurable strategies that translate financial data into actionable insights. We’ll work closely with your leadership team to:

Develop strategic business and financial plans
Conduct profitability and cost analyses
Evaluate revenue streams and identify growth opportunities
Create forecasting and budgeting models
Implement performance metrics and key performance indicators (KPIs)

By integrating detailed financial analysis with operational goals, we help you see the full picture of your business performance—and the best path forward.

Strong cash flow is the heartbeat of any successful enterprise. Our advisors provide expert guidance on managing cash reserves, improving liquidity, and optimizing working capital.

Through precise forecasting and cash flow modeling, we help ensure your business remains financially healthy even during uncertain times. You’ll gain a clearer understanding of income and expenditure trends, empowering you to make smarter investment, hiring, and expansion decisions.

At Wood, Johnson, Heath, we believe proactive financial management is key to long-term stability and success.

Choosing the right business structure is a critical decision that affects your taxes, liability, and future growth. Our CPAs offer expert consulting for entity selection and formation, helping you understand the tax implications and legal responsibilities associated with each type of business entity.

We provide strategic recommendations on forming:

Sole proprietorships
Partnerships and LLPs
S corporations
C corporations
Limited liability companies (LLCs)

Our team will also ensure your business setup aligns with your long-term objectives, minimizing tax exposure while providing operational flexibility and compliance with state and federal regulations.

Tax efficiency plays a vital role in the profitability of your organization. As part of our business advisory services, we deliver forward-looking tax strategy development tailored to your unique business model and financial objectives.

Our advisors work year-round to identify deductions, credits, and incentives that reduce your tax burden while maintaining strict compliance. We also assist with multi-state taxation, quarterly filings, and IRS representation when needed.

At Wood, Johnson, Heath, our business tax expertise helps you plan for tomorrow—so you can focus on growth today.

Whether you’re preparing for retirement, transferring ownership, or selling your company, a thoughtful succession plan ensures a smooth transition for both you and your employees.

We’ll help you structure a clear, tax-efficient exit strategy that protects your wealth and maintains your company’s legacy. Our advisors handle valuation analysis, transfer of ownership, and coordination with legal and financial partners to ensure the process is both strategic and seamless.

Our goal is to help you plan ahead—so you can step away with confidence when the time is right.

For decades, Wood, Johnson, Heath has served as a trusted partner for businesses throughout Austin, TX, delivering expert financial insight and hands-on guidance. Clients choose us for our:

Decades of combined CPA experience
Commitment to long-term client relationships
Personalized strategies backed by data and experience
Transparent communication and practical recommendations
Proven record of success in multiple industries

We’re more than accountants—we’re business advisors dedicated to helping our clients build sustainable success from the ground up.

Your business deserves more than short-term fixes—it deserves a roadmap for lasting success. Partner with Wood, Johnson, Heath for professional business advisory services that combine financial expertise with forward-thinking strategy.

Whether you’re seeking growth opportunities, restructuring your business, or preparing for the future, our team is here to help. Call (512) 343-8075 today to schedule your consultation with our business advisory experts in Austin, TX, and discover how strategic planning can transform your company’s potential into measurable results.