Business Details
24 Years
experience
Expert Accounting & Financial Solutions in Cleveland
Founded in 2002, BIG Financial & Advisory Services has established itself as a trusted partner for businesses and individuals seeking comprehensive financial solutions. Our co-founders, Jim Bonvissuto and Patti Sours, bring over 55 combined years of executive-level experience from Fortune 500 companies to small businesses, offering accessible expertise in accounting, tax planning, and strategic consulting. We specialize in transforming complex financial challenges into actionable strategies, from business startup support and forensic accounting to crisis management and estate planning.Our philosophy centers on long-term client success, combining technical precision with personalized guidance to enhance cash flow, profitability, and financial security. With recognition as North Royaltons top CPA firm, we deliver tailored solutions backed by certifications including CPA, CFF, and CGMA. Our proven track record includes revitalizing financially distressed companies through turnaround management and providing litigation support through forensic audits, ensuring clients achieve measurable results aligned with their goals.
Services
Management Consulting
Tax Preparation
Forensic Accounting
Business Turnaround
Estate Planning
Financial Audits
Entity Selection
Retirement Planning
Receivership Services
Business Check-Up
Details
- Year established: 2002
Highlights and features
- We offer 25+ years of executive finance experience from Fortune 500 veterans.
- Our team provides forensic accounting with proven fraud detection methodologies.
- We deliver tailored entity selection strategies to maximize tax savings.
- Our turnaround management program revives distressed businesses within 6-12 months.
- We offer part-time CFO services that reduce overhead by 40% for small businesses.
Associations and certifications
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- AICPA Forensic and Valuation Section
What people say
Knowledgeable professionals
Eliminated tax stress
Priceless guidance
Supportive mentors
Trustworthy team
Services
Management Consulting
We analyze operational inefficiencies and develop strategic plans to improve profitability. Our consultants implement lean processes and financial restructuring to enhance business performance. Clients benefit from customized solutions that address specific growth challenges and market demands.
Tax Preparation
Our certified professionals handle complex business and individual tax filings with precision. We focus on maximizing deductions while maintaining full compliance. Clients receive proactive planning strategies to minimize future liabilities and simplify annual filings.
Forensic Accounting
We conduct thorough financial audits to uncover discrepancies and prevent fraud. Our team identifies asset misappropriation and implements robust control systems. This service protects clients' financial integrity through investigative reporting and litigation support.
Business Turnaround
We specialize in rescuing financially distressed companies through three-phase recovery plans. Our approach includes cash flow stabilization, operational restructuring, and strategic repositioning. Clients gain a path to profitability while preserving business continuity.
Estate Planning
Our planners create customized strategies to protect assets and facilitate smooth wealth transfer. Services include will reviews, trust establishment, and tax-efficient gifting strategies. Clients ensure their legacy aligns with personal wishes while minimizing tax implications.
People
James C. Bonvissuto
Co-Founder & CPA
With 30+ years of Fortune 500 experience, Jim specializes in forensic accounting, business valuations, and turnaround management. He holds CPA, CFF, and CGMA certifications.
Patricia A. Sours
Co-Founder & CPA
Patti brings 25+ years of expertise in tax planning, elder care finance, and business mentoring. She is certified as CPA, PFS, and CFF.
Questions
How do I choose the right business entity structure?
We analyze your specific needs to recommend LLC, S-Corp, or other structures that optimize tax savings and operational efficiency.
What tax planning services do you offer?
We provide year-round tax strategies to legally minimize liability while maximizing savings for businesses and individuals.
How does turnaround management work?
We implement three-phase strategies to stabilize cash flow, assess business viability, and execute strategic recovery plans.
What forensic accounting services are available?
We investigate financial discrepancies, detect fraud, and implement controls to protect business assets.
Do you help with business succession planning?
Yes, we develop strategies for ownership transitions, estate preservation, and intergenerational wealth transfer.
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