No. We work with clients nationwide. Many clients visit Dallas once per year for a full plan review as needed, and we meet virtually for ongoing check ins and monitoring calls.
Business Consulting
Business Consulting for Business Owners
Practical guidance for key financial, accounting, and operational decisions.
The business consulting process answers common questions from owners
How do I sell my business?
How does my business compare to others? Am I making enough money?
How do I pay myself as an owner?
How do I provide a bonus program for my staff?
When should I hire another associate, partner, or executive?
How do I fix my financials so the numbers are accurate?
Explore J.E. Simmons and Company's Business Consulting capabilities
Transition and Exit Consulting
Guidance around ownership transitions, internal buyouts, external sales, and long-term exit planning.
Compensation Strategy
Evaluating entity choice, owner pay, distributions, and tax efficiency as the business evolves.
Accounting and Payroll Consulting
Support evaluating accounting systems, payroll structure, and financial reporting.
Cash Flow and Profitability Analysis
Understanding where money is earned, where it leaks, and how changes affect owner income.
Growth and Capacity Decisions
Helping owners evaluate hiring, expansion, equipment purchases, and overhead before committing.
What You Can Expect from Business Consulting
Benchmarks and Best Practices
What strong operators do differently, applied to your numbers and your constraints.
Analytical Support
Understand the numbers before you commit to a big change.
Improved Financial Clarity
Cleaner reporting and clearer numbers to support confident decision making.
Support Through Transitions
Ongoing guidance as your business, income, or priorities evolve.
Frequently asked questions
What does business consulting include?
Our business consulting focuses on helping owners think clearly through important decisions. This includes guidance around growth, transitions, compensation, payroll and accounting structure, cash flow, and operational changes that affect long-term outcomes.
How is this different from working with a CPA or bookkeeper?
CPAs and bookkeepers focus on reporting and compliance. Our role is to help you evaluate decisions before they are made and understand how those decisions affect taxes, cash flow, and your personal financial goals.
Do you help with business transitions and succession planning?
Yes. We help owners evaluate transition options early, including internal succession, partial liquidity, and eventual exit planning. Early planning often creates more flexibility and better outcomes.
Can you help improve accounting and payroll clarity without replacing our current providers?
Yes. We do not replace your bookkeeper or payroll provider. We help evaluate systems, structure, and reporting so the information you receive is accurate, consistent, and useful for decision making.
Is business consulting project-based or ongoing?
It can be either. Some clients engage us around specific decisions or transitions, while others work with us on an ongoing basis as a strategic advisor as their business evolves.
How does business consulting integrate with tax and financial planning?
Business decisions often have tax and personal financial consequences. Because our consulting is integrated with tax planning and financial planning, we help ensure decisions work together rather than creating unintended issues elsewhere.
Who is a good fit for business consulting?
Business owners facing complexity, change, or important decisions benefit most. This often includes practice owners, professional service firms, and closely held businesses with variable income or transition considerations.
How do I get started?
The first step is a conversation. We learn about your business, the decisions you are facing, and your goals to determine whether our consulting approach is a good fit.
Do I need to live in Dallas to work with you?
Ready to get started?
Choose how you'd like to connect with us.
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