What We Do

At Sovereign Group, we utilize professional accounting expertise and innovative technology to provide accounting and financial advisory services that help business owners like you grow the vision, responsiveness, and market position of your company.

We help unleash the potential that superior financial guidance creates and redefine accounting advisory services so that you can move your company to the next level in the areas of:

Beyond the Numbers

In discussions that stretch beyond the numbers, our accounting and financial advisors lead you to a thorough grasp of your financial statements. You’ll understand what they mean–and what they don’t mean. You’ll see how they interrelate, how each one provides a crucial part of the whole picture, and how they help you identify specific company trends. Then, perhaps for the first time, you’ll experience financial visibility and clarity and be able to harness the power behind the numbers.


We discuss and implement budgets that go beyond simply tracking revenues and expenses to carefully analyzing the underlying factors for rising or falling costs as well as increases or decreases in revenue. As a result, budgets become valuable tools that guide and inform rather than unrealistic projections based more on intuition than on research and analysis.

Cash Flow Management

Since solid cash flow management is critical to solvency and stability, our accounting and financial advisors direct you in evaluating your income’s timing and fluctuations to pinpoint purchase or collection practices that are not optimal. Then, we use those insights to suggest specific action plans that encourage delayed expenditures and prompt payments from your customers.


Our advisory consultants operate under the guidance of GAAP (Generally Accepted Accounting Principles) in all of their discussions, suggestions, and recommendations. In our constant pursuit of excellence, we uphold the standards of confidentiality, honesty, objectivity, and consistency. Therefore, you can trust us to deal wisely with you and to treat you with the integrity you deserve.

Strategic Planning

Our professional accounting and financial advisors help you hone your company’s overall vision, clarify measurable goals and objectives, and develop an action plan that positions you to succeed. Integral to this process is establishing growth goals that dispel a sense of complacency and prepare you to meet the challenges of a business environment in a constant state of flux.

Top-Down Approach

Are you spending most of your time on activities that yield little financial benefit? We help you turn your activities upside-down and allow you to focus on the 20% of activities that produce 80% of the results.

First, we analyze your time, revenue, and expenses. Then we help you shift your thinking and emphasize the crucial activities. Looking with a fresh set of eyes enables us to pinpoint weaknesses, locate inefficiencies, and identify opportunities that enhance profit margins.

Cash vs Accrual

Cash and accrual methods of accounting both have advantages. However, the benefits of the cash method decrease significantly as your company grows, especially if your sales are highly seasonal or erratic. If your business generates over $1 million on an annualized basis, and you’re still using the cash basis to develop your financials, you would almost certainly benefit from changing to the accrual method. We can guide you through the process and help you understand the strengths of doing so.

Government Programs for Businesses

There are many government programs from grants to low cost loans that businesses now more than ever are eligible to receive if you apply. What are the best programs for your business and which ones are you eligible to benefit? Our advisors have the knowledge and expertise to help you navigate the maze of paperwork and departments within the federal government to assist you to receive maximum dollars.

The second stimulus bill enacted into law on December 27, 2020, and the American Rescue Plan Act of 2021 (ARPA) enacted into law on March 11, 2021, included significant enhancements to the Employee Retention Credit (ERC). The ERC allows qualified employers to receive significant dollars back from the United States government. This money is in addition to the Payroll Protection Plan (PPP) money that employer may have received. This is free money if you qualify that does not have to be paid back. Time is of the essence to see if you qualify since we do not know how long the US government will fund this program.

Projects to Help You Reach the Next Level

We go beyond compliance accounting and bookkeeping to assist you with specific projects such as: