We work with people who are done settling for a business advisor who doesn’t really know their business.

If that’s you — keep reading.

Small business owners

After 30 years in this business I’ve learned one thing — there is no one size fits all when it comes to what a small business owner is doing and what they actually need.

The business that has grown past its current setup.

You started with an arrangement that made sense at the time — maybe your spouse kept the books, maybe you filed your own taxes, maybe your accountant was someone your neighbor recommended ten years ago. The business has changed. The setup hasn’t. And somewhere in the back of your mind you know the two things no longer match.

The owner who is doing everything themselves.

You’re competent. Your books are reasonably current. Your taxes get filed. But you’re spending real time every week at work that isn’t running your business — and you’re making financial decisions without anyone to pressure-test them with. You’ve been meaning to change that for a while.

The owner that has a financial advisor but not a real one.

Everything gets handled. Returns get filed. Payroll runs. Nothing is catastrophically wrong. But you’ve never had a real conversation about where your business is going. You call in April and disappear until the following April. And somewhere in the back of your mind you wonder if you’re leaving something on the table.

Every small business owner has different needs and different expectations from their business advisor relationship. If you’re ready to try something new, then maybe it’s time for you to reach out.

One thing I’ve learned is just doing the same thing tends to cause the same results, no matter how much we want something different.

The conversation costs nothing. Staying where you are might.

Or call directly: (702) 935-1120

new business owners

The most expensive financial mistakes happen in the first year. Most of them are completely avoidable.

Wrong entity structure. Missing the S-Corp election window. Setting up payroll incorrectly from the start. Not tracking the right categories from day one. These aren’t catastrophic errors — they’re quiet, accumulating ones that show up years later when untangling them is expensive and painful.

The best time to talk to an advisor is before you make decisions, not after. That’s especially true when you’re starting a business in Nevada — where the tax environment is genuinely one of the most favorable in the country and setting it up correctly from the start matters more than most people realize.

  • Entity structure decision — with the full tax picture, not just what’s easiest to file

  • Nevada registration and EIN — done correctly the first time

  • Financial setup that you can actually manage day to day

  • A tax strategy for year one — not a surprise at the end of it

  • Someone to call when questions come up — because they will

You’re about to make decisions that will follow your business for years. Make them with someone who’s seen what happens when they go wrong.

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