# Hathorn Advisory Group

Source: https://www.hathornadvisory.com/

CPA & Advisory Firm

# Financial Clarity for Ambitious Local Businesses.

We help community-driven entrepreneurs and growing companies turn their numbers into confidence, strategy, and long-term success.

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Download Free Checklist

Forbes Top 200 CPAs

Award Winning CPA

Multi-State Practice

Cash Flow Visibility

100%

Tax Savings

$40K+

↑ Avg. Annual

Client Satisfaction

WHAT YOU GAIN

## The Results That Matter

We provide clear insight, steady guidance, and practical financial strategy to help you manage today while preparing for what's next.

### Clarity

See your complete financial picture with crystal-clear reporting and insights that reveal exactly where you stand—and where you're headed.

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1

### Control

Take command of your cash flow, tax obligations, and financial operations with systems designed for precision and peace of mind.

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2

### Confident Decisions

Make bold moves backed by data. Our analysis transforms uncertainty into actionable strategy for sustainable growth.

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3

WHAT WE DO

## Services Designed for Growth

From daily operations to transformational events, we provide the financial expertise your business needs at every stage.

### Executive Financial Advisory

Get the insight of a CFO — without hiring one full-time

- Understand your numbers clearly

- Plan ahead with confidence

- Make data-driven decisions

- Budgeting and cash flow guidance

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### Tax Strategy & Compliance

Stop reacting every tax season — plan year-round

- Smart, year-round tax strategies

- Business & personal tax prep

- Multi-state compliance

- Maximize savings & credits

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### Accounting & Bookkeeping

Clear, organized books — no stress, no guesswork

- Always know where you stand

- Monthly reconciliation & close

- Financial statement prep

- Audit-ready records

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### Strategic Initiatives

Turn priorities into executable plans

- Clear strategic direction

- Business formations

- Growth & change initiatives

- Financial optimization

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INDUSTRY EXPERTISE

## Specialized Insight. Strategic Perspective.

From healthcare and hospitality to athletics and entertainment, we bring financial expertise and strategic guidance to the industries we serve.

### CDS & In-Home Healthcare

### Athletes & NIL

### Short-Term Rentals

### Film & Entertainment

Explore Industries

OUR APPROACH

## How We Work Together

A straightforward process designed to quickly align your finances with your ambitions.

01

### Discovery

We start with a deep dive into your business—understanding your challenges, goals, and what success looks like for you.

No obligations, just honest conversation

02

### Strategy

Our team develops a tailored financial roadmap with clear milestones, KPIs, and action items designed specifically for your situation.

Custom-built for your growth stage

03

### Partnership

We execute alongside you—monthly reviews, proactive recommendations, and responsive support. A true financial partner.

Ongoing collaboration, not transactions

RESULTS & TESTIMONIALS

## Trusted by Growth-Minded Leaders

Real outcomes for real businesses. Here's what our clients have to say.

100%

Financial Clarity

### Family Business Growth

Helped a family-owned business implement proper bookkeeping and financial reporting, giving them complete visibility into their cash flow for the first time.

$40K+

Annual Tax Savings

### Smart Tax Planning

Year-round tax strategy for a growing entrepreneur, identifying deductions and credits that significantly reduced their tax liability.

"

Working with Hathorn Advisory Group has been a game changer. From day one, they took the time to understand my business, my goals, and the challenges I was facing. Their guidance is clear, strategic, and practical — no fluff, just real solutions that move the needle.

"

Jeremy P.

Owner, Nonprofit Organization

"

Hathorn Advisory Group is an outstanding accounting firm — professional, responsive, and extremely knowledgeable. They provide clear guidance, proactive advice, and make complex financial matters easy to understand.

"

Senai A.

Owner, Professional Services Firm

"

What I appreciate most about Hathorn Advisory Group is their professionalism and accessibility. There is always transparency around the work being done, consistent communication, and clarity on next steps. I'm very satisfied with their work and grateful for their support.

"

Franke White

Owner, Home Health Care Company

Recognition

Forbes Top 200

MEET THE FOUNDER

## Jeremiah Hathorn, CPA

Bringing clarity, strategy, and trust to every partnership.

Jeremiah founded Hathorn Advisory Group with a mission to empower driven entrepreneurs and local leaders who are building stronger businesses and better communities.

We understand the realities of running a company — the long hours, tough calls, and constant balancing act between vision and cash flow. That's why our work goes beyond accounting.

Whether you're leading a family business, scaling a startup, or overseeing a public organization, our focus is simple: helping you make confident financial decisions that move you — and your community — forward.

Read Full Bio

Recent Recognition

Forbes Top 200 CPAs

2025

AICPA Emerging Leaders

2025

40 Under 40

2024

NABA Outstanding Member

2024

Free Resource

## The Financial Clarity Checklist

Get the same tools our clients use to gain control of their finances. Download our comprehensive checklist—free.

- Monthly cash flow projection template

- Key financial metrics for your industry

- Tax planning calendar with critical deadlines

- 5 questions before any major purchase

- Warning signs your books need attention

Start Your Journey

## Ready for Financial Clarity?

Schedule a complimentary consultation. Let's discuss your challenges, explore opportunities, and see if we're the right fit for your journey.

Book Your Free Consultation

Explore Our Services

No commitment required. Just a conversation about your business.
