Pro Advisor

Accountant compares data printed out to the data on his laptop

Pro Advisor Services at Coggins CPA

At Coggins CPA, we understand the importance of having a trusted financial advisor who can provide expert guidance and support for your business. Our Pro Advisor services are designed to empower you with strategic financial insights, allowing you to make informed decisions that drive success and growth.

Our Pro Advisor Services

  1. Financial Planning and Analysis: Gain a comprehensive understanding of your financial landscape with our expert financial planning and analysis. We help you set clear financial goals, create budgets, and analyze performance to drive your business forward.

  2. Cash Flow Management: Effectively managing cash flow is vital for business sustainability. Our Pro Advisors work with you to develop strategies that optimize cash flow, ensuring your business has the liquidity it needs to thrive.

  3. Profitability Analysis: Identify areas of strength and opportunity with our profitability analysis services. We delve into your financial statements to provide insights that enhance profitability and guide strategic decision-making.

  4. Business Valuation: Whether you're preparing for a sale, acquisition, or internal planning, our Pro Advisors conduct thorough business valuations. This process ensures that you have a clear understanding of your business's worth.

  5. Risk Management: Minimize financial risks with our risk management services. We assess potential risks to your business and implement strategies to mitigate them, safeguarding your financial well-being.

  6. Tax Planning and Strategy: Our Pro Advisors work closely with our tax experts to develop tax planning strategies that align with your overall financial goals. We aim to optimize your tax position and identify opportunities for savings.

  7. Proactive Advisory Services: Beyond traditional accounting, our Pro Advisors act as strategic partners, providing ongoing guidance and support. We offer proactive advice to address challenges, seize opportunities, and keep your business on a path to success.

Why Choose Coggins CPA for Pro Advisor Services?

  • Dedicated Professionals: Our Pro Advisors are seasoned professionals with a wealth of experience in financial management and strategic planning.

  • Tailored Solutions: We understand that every business is unique. Our Pro Advisor services are customized to meet the specific needs and goals of your business, ensuring maximum impact.

  • Holistic Approach: We take a comprehensive approach to financial management, considering all aspects of your business to provide well-rounded and strategic advice.

  • Client-Centric Focus: Your success is our priority. We work collaboratively with you, offering personalized attention and a commitment to achieving your financial objectives.

Choose Coggins CPA for Pro Advisor services that go beyond traditional accounting. Let our experienced team be your trusted partner in achieving financial success. Contact us today to schedule a consultation and take the first step toward a more strategic and informed approach to your business finances.

Let us take your tax and accounting needs off your hands today.

Contact Us

700 Milam St Ste 1300
Houston, Texas 77002

Our Other Locations

Our expertise is widespread and we have multiple office locations to make it convenient for you to get help. You can find us at:


222 W Las Colinas Blvd, #1650E
Irving, TX 75039

San Antonio

700 N St Mary's St #1400
San Antonio, TX 78205


2511B Nasa Pkwy Ste A 203
Seabrook, TX 77586


11200 Broadway St Ste 2743
Pearland, TX 77584


6302 Seawall Blvd
Galveston, TX 77551