Business Details
24 Years
experience
Your Trusted Partner for Financial Advisory and CPA Services in North Royalton
Established in 2002, BIG Financial & Advisory Services has been a trusted partner for businesses and individuals seeking expert financial guidance. Our founders, James Bonvissuto and Patricia Sours, brought Fortune 500-level expertise to small and mid-market companies, offering accessible, high-impact solutions. We specialize in transforming financial challenges into opportunities through tailored strategies in accounting, tax planning, and business consulting. Our approach combines deep operational knowledge with a commitment to integrity, ensuring clients achieve sustainable growth and financial clarity. With decades of combined experience, we provide services ranging from forensic accounting to strategic business planning, serving clients across Northeast Ohio.Our teams diverse background in crisis management and corporate finance positions us to address complex business needs effectively. We prioritize personalized service, acting as an extension of our clients teams to deliver measurable results. From startup support to turnaround management, our focus remains on empowering clients to thrive in dynamic markets. This dedication to excellence has solidified our reputation as a leading CPA firm in the region.
Services
Tax Planning
Forensic Accounting
Business Consulting
Startup Assistance
Estate Planning
Retirement Strategies
Receivership Services
Strategic Loan Partnerships
Cost Analysis
Elder Financial Planning
Details
- Year established: 2002
Highlights and features
- We offer 25+ years of experience in financial consulting and accounting.
- Our team provides personalized financial planning and tax strategies.
- Proven success in business turnaround and crisis management.
- Comprehensive forensic accounting and fraud detection services.
- Local expertise serving Cleveland area businesses since 2002.
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial strategies to minimize liabilities. We analyze income, investments, and business operations to create customized plans. Clients benefit from year-round advisory support and compliance with evolving tax regulations.
Forensic Accounting
We specialize in detecting financial fraud through detailed audits of records and internal controls. Our team identifies risks like embezzlement and implements preventive measures. This service ensures financial transparency and protects business assets effectively.
Business Consulting
Our consultants provide operational analysis and growth strategies for startups and established businesses. Services include cash flow management, entity selection, and market expansion planning. We focus on improving profitability through data-driven recommendations and process optimization.
Estate Planning
We develop estate plans to preserve assets and reduce tax burdens for future generations. Our approach includes wills, trusts, and tax-efficient transfer strategies. Clients receive guidance on legal documentation and collaboration with legal professionals.
Receivership Services
We manage receivership cases to protect and maximize asset value for creditors. Our services include liquidation strategies, operational restructuring, and legal compliance. We prioritize recovering diverted assets and improving business viability during financial distress.
People
James C. Bonvissuto
CPA, MBA, CFF, CGMA
With over 30 years of experience, James specializes in turnaround management, forensic accounting, and tax planning. He has served as CFO and COO for Fortune 500 companies and now leads strategic initiatives at BIG Financial.
Patricia A. Sours
CPA/PFS, CFF, CGMA
Patricia brings 25+ years of expertise in financial planning, business consulting, and forensic accounting. She focuses on cash flow management and startup advisory, leveraging her background as a controller and small business owner.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting, including payroll setup, bookkeeping, tax return filings, and financial statement preparation tailored to small businesses.
Can you help with business tax planning and preparation?
Yes, we offer comprehensive tax planning, preparation, and filing services for businesses and individuals, focusing on legal tax reduction strategies.
Do you specialize in forensic accounting and fraud detection?
Yes, our team conducts forensic audits to identify fraud, embezzlement, and financial discrepancies with detailed risk assessments.
What is your approach to business turnaround management?
We analyze operational inefficiencies, develop recovery plans, and implement strategic changes to restore profitability and cash flow.
Do you offer financial planning for retirement and estates?
Yes, we provide retirement planning, estate tax strategies, and elder financial planning to secure long-term financial stability.
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