Scalable Financial Services for Businesses and Families
Accounting, CFO, and cross-border tax support — sized to what your business actually needs.
For privately held and growing businesses that need senior financial leadership, but not a full-time CFO on payroll.
Our team includes a U.S. CPA, a Canadian CPA, and an Indian Chartered Accountant, with a combined 35+ years of cross-border advisory experience.
Our Services
At SK Global Tax & Advisory LLC, we provide practical financial leadership, cross-border advisory, tax planning, and accounting support for growing businesses operating in the United States and Canada.
Whether you need a fractional CFO, assistance with financing, cross-border tax guidance, accounting cleanup, or ongoing financial management, we provide scalable solutions tailored to your stage of growth.
Our goal is simple: help business owners gain clarity, stay compliant, improve profitability, and make better business decisions.
Fractional CFO & Controller Services
Growing businesses often reach a point where stronger financial leadership is needed, but a full-time CFO is not yet practical.
Our Fractional CFO and Controller Services provide executive-level financial oversight on a flexible basis.
Services Include:
Budgeting and forecasting
Cash flow management
KPI and management reporting
Bank and lender reporting
Financing support and loan packages
Profitability analysis
Strategic planning support
Board and investor reporting
Best Suited For:
Businesses generating $1M–$100M in revenue
Companies preparing for growth
Businesses seeking financing
Owners who need financial insight beyond bookkeeping
U.S. & Canadian Tax Planning and Compliance
Tax compliance is important, but effective tax planning creates long-term value.
We help business owners, corporations, and individuals manage tax obligations while identifying planning opportunities.
Services Include:
Corporate tax returns
Personal tax returns
Cross-border tax planning
Foreign tax credit planning
Owner-manager compensation planning
IRS and CRA representation
Voluntary disclosures
Multi-jurisdiction compliance
Cross-Border Business & Tax Advisory
Operating across the U.S. and Canada creates unique tax, reporting, payroll, and business challenges.
We help business owners understand their obligations and opportunities on both sides of the border.
Services Include:
U.S.–Canada tax planning
Cross-border business structures
Corporate expansions
Foreign reporting requirements
Payroll and sales tax compliance
Treaty-based tax planning
Cross-border compensation planning
• CRA and IRS compliance guidance
Accounting Cleanup & Outsourced Controller Services
Accurate financial information is the foundation of every successful business.
Whether your books are several months behind or you require ongoing accounting support, our team provides reliable execution and oversight.
Services Include:
Historical cleanup projects
Monthly bookkeeping
Financial statement preparation
Account reconciliations
Month-end close processes
Accounting system implementation
Internal reporting packages
Ongoing controller support
Business Structuring, Expansion & Financing Support
Whether you are launching a new company, entering a new market, or seeking financing, the right structure can have a significant impact on future success.
Services Include:
U.S. business formation
Canadian incorporations
Cross-border expansion planning
Banking introductions and financing support
Entity structure reviews
Corporate reorganizations
Growth planning
Lender reporting requirements
Financing, Banking & Growth Advisory
Many businesses require assistance securing financing, improving lender relationships, and preparing for growth.
We help business owners present their businesses effectively to banks, lenders, investors, and other stakeholders.
Services Include:
Financing proposals and loan packages
Cash flow forecasting for lenders
Covenant and reporting compliance
Bank relationship management support
Business acquisition and expansion planning
Financial due diligence preparation
Strategic growth planning
Coordination with lenders, lawyers, and other advisors
SK Global Tax & Advisory LLC has been an incredible partner for our jewelry business. Beyond handling our tax filing and returns, they've supported us with bookkeeping and business advisory services that have helped us stay organized and make smarter financial decisions. Their attention to detail and personalized service make all the difference. Highly recommend to any small business owner!
— Rita and Margo Fine Jewelry LLC
