• To Contribute to our clients’ success by being their most trusted and THOUGHTFUL Advisor

  • To Contribute to our clients’ success by being their most trusted and THOUGHTFUL Advisor

  • To Contribute to our clients’ success by being their most trusted and THOUGHTFUL Advisor

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Cohesion, the action of forming a unified whole. We named our company on the mission that we want to achieve. Never in our industry has a company combined our services to deliver a true comprehensive team for all matters accounting and financial for the business owner. We aim to innovate a new way to conduct business by focusing on your puzzle and helping put it together over a long-relationship.

  • Why

    We believe that business is simple. We challenge the complex models that big firms offer and use simple methods that create time, savings, and profits directly to the entrepreneur.

    Challenge the Status Quo
  • What

    We offer a broad range of services for business owners, executives, and independent professionals.

    Services
  • How

    We are a full-service Business Advising firm licensed in TX. We are relatable, thoughtful, and client-focused.

    Concept

Tax Services

  • Business Structure Evaluation
  • CPA & Attorney Coordination
  • Estate Tax Planning & Minimization
  • Identification of Missed Tax Deduction Strategion
  • Minimize Taxes Based on Other Tax Code Applicatioon
  • 3-year Amendment Analysis
  • R/D Tax Credit Analysis (Sector Specificon
  • Compensation Analysis Based on Business Structuon
  • State Tax Analyson
  • Franchise Tax Analyson
  • Other Local Tax Analysion
  • Sales Tax Consulting Servicon
  • Tax Consultation
  • Tax Preparation

Human Resources

  • Benefits System Analysis and Implementation
  • 401(k)/Other Plan Analysis
  • Executive Compensation Structure and Analysis
  • Payroll Integration
  • Full Compliance Review and Technical Implementation
  • Staffing Analysis
  • Account Coordination Service
  • Practice Management (2020)

Thoughtful Books

  • Financial Statement Planning & Analysis (FP&A)
  • Manage Future Growth (bankability options)
  • Deal Feasibility Analysis
  • Thoughtful and Inquisitive Bookkeeping
  • Bank Reconciliations
  • Monthly Oversight and Communication
  • Medical Billing (2020)
  • Medical Contract negotiation

Communication

  • Account Coordination Service
  • Timely Reporting and Brainstorming
  • Monthly Status Reporting
  • Quarterly Video/Phone Accountability Meeting
  • Growth and Application Consulting

Get In Touch

We help business owners take care of the back office portion of their business so they can focus on their company’s growth. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you an initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Cohesion Business Advisors


4245 North Central Expressway, Suite 235,
Dallas, TX 75205

T: (214) 778-2482
F: (214) 528-1793
E: matt@cohesionba.com

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Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Investment advisory services offered through SCF Investment Advisors Inc., SCF Securities, Inc., Cohesion Wealth Advisors, LLC, and Prewitt CPA, PLLC are independently owned and operated. • Securities offerings limited to residents of LA, OK, AR, TX CA, KS, ME. • Check the background of this investment professional on FINRA's BrokerCheck

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