Cohesion Advisors

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Cohesion Advisors Exceptional accounting in the Greenville, SC area specializing in software companies and nonprofits.

Exceptional accounting in the Greenville, SC area specializing in software companies and non-profits. We help you run a more financially sound business, giving you more freedom to do what you love.

How to Deduct 10 yrs of Charitable Contributions in 1 yr and Save 50%+ in Taxes!What if there was a way to get credit fo...
10/26/2026

How to Deduct 10 yrs of Charitable Contributions in 1 yr and Save 50%+ in Taxes!

What if there was a way to get credit for an entire lifetime of charitable contributions in one year?

We're talking about donating appreciated stock to your Donor Advised Fund.

When you donate appreciated stock, not only do you avoid paying capital gains tax, but you get a charitable deduction for what the stock is worth. If you contribute that into a Donor Advised Fund, the earnings of that account can be how you contribute to charities instead of simply handing them a check.

If you need a CPA to see if this is the right fit for you, reach out via our website.

How can you prepare for your best tax season ever with your small business?5 tips on how you can prepare early for tax s...
10/23/2026

How can you prepare for your best tax season ever with your small business?

5 tips on how you can prepare early for tax season in 2027:

1. Have an accurate set of books.
2. Consider your entity structure.
3. Optimize your officer wages and distributions.
4. Reimburse yourself for things you might not have considered.
5. Make sure to check with your CPA well before the end of the year.

10/21/2026

Tax season is just around the corner, and we know it can be scary. We're here to protect you, and get you a bigger refund. If your CPA isn't working hard to make sure your refund is bigger than you expect, let's talk.

Happy Halloween!

10/20/2026

It's October, which means it's basically time for taxes. Right? So how can you prepare for your best tax season ever with your small business? A couple of things to think about.

First, make sure that you agree with and have an accurate set of books. If you don't have a set of books, get QuickBooks through your accountant, get a setup. Even if you have an accountant, review your books.

Second, consider your entity structure. Depending on how you're set up, that can make a big difference with your taxes, especially if you've been a Schedule C, but your profit has been increasing, might be time to go S-Corp.

Third, optimize your officer wages and your distributions. A lot of people get this wrong, but there is a sweet spot between how much you get paid as salary versus a distribution.

Fourth, reimburse yourself for things like cell phone usage, home office expenses, or anything else that you may have accidentally run a business expense that you paid personally. Make sure your business reimburses you for that, particularly if you're an S-Corp.

Here’s a freebie: If you acquire anything big - assets, equipment that you need; don't just go buy stuff just because for a tax write-off, but if you need it, go ahead and buy it before the end of the year. Get that depreciation.

And last but not least, check with your CPA before the end of the year, because they probably have some great ideas based on your specific situation.

If your CPA isn’t giving you this kind of advice, let’s chat.

There's no one-size-fits-all answer to "how much financial help do I need?"Under $1M? A tax check-in once a year might b...
10/15/2026

There's no one-size-fits-all answer to "how much financial help do I need?"

Under $1M? A tax check-in once a year might be plenty. Past $5M, you can't be the one holding it all together solo anymore. At $10M? Real advice isn't going to cost less than $1,000/month, and it shouldn't.

The common denominator: know where your business actually is, and get the level of support that matches. Not more, not less, not whatever's cheapest.

That's the whole point of financial advisement done right.

Not every business needs a full-time CFO.If you're under $1M in revenue and things are stable, meaning that you know you...
10/14/2026

Not every business needs a full-time CFO.

If you're under $1M in revenue and things are stable, meaning that you know your numbers and you're happy with where you're at, you probably don't need a CFO. You need a solid tax check-in once a year.

The right level of financial advisement matches where your business actually is, not where a sales pitch says it should be. When you have the right financial partner, they will be honest with you.

Just because you can do something doesn't mean you should. Especially with your finances.Peer comparisons and gut instin...
10/12/2026

Just because you can do something doesn't mean you should. Especially with your finances.

Peer comparisons and gut instinct only tell part of the story. Sometimes what your business needs most is an outsider who can see the big picture and show you where the real opportunity is.

Get out of your own way. Focus on the business. Let someone else focus on the numbers.

Imagine building a huge custom house — but instead of hiring a general contractor, you're the one running back and forth...
10/10/2026

Imagine building a huge custom house — but instead of hiring a general contractor, you're the one running back and forth between every subcontractor, every decision, every problem. Exhausting, right?

That's what running a $5M+ business without financial leadership looks like.

You don't have to be the middle man managing it all yourself. A fractional CFO gives you the strategic partner who actually runs point.

If you're doing $10M in revenue, here's the truth: you're not getting the kind of consistent, high-level financial advis...
10/08/2026

If you're doing $10M in revenue, here's the truth: you're not getting the kind of consistent, high-level financial advisement you need for less than $1,000/month.

So stop looking for the cheap option. Either your expectations need to change, or your investment does. Growth at this level isn't a DIY line item.

How would you rate this statement on a scale of 1 to 5? - We have strong clarity on our current financial position, how ...
10/05/2026

How would you rate this statement on a scale of 1 to 5? - We have strong clarity on our current financial position, how we compare to peers and industry averages, are confident in our forecast, know what key drivers matter most, and regularly use our financial statements/dashboards to make decisions.

If you lack clarity on your financial position, we should chat.

Our goal is to give you financial clarity and confidence so your business can thrive and grow.

Take a pulse on the current financial status of your business. Link in comments.

Address

Greenville, SC
29615

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

(864)5198589

Website

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