For Business Owners

Achieve True Clarity in Your Business Financial Strategy

Unlike traditional advisory firms that offer fragmented services, we deliver integrated solutions that maximize your financial resources while protecting your assets. From proactive tax strategies that minimize liabilities to sophisticated estate planning that preserves your legacy, we provide the clarity you need to make confident decisions about your business and personal wealth.

CFO Advisory

CFO Advisory

Nepsis’s CFO Advisory services provide part-time or interim expertise with strategic financial oversight, integrated planning support, and proactive business guidance.

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Accounting Services

Accounting Services

Nepsis offers exceptional outsourced business accounting services that are flexible and designed for entrepreneurs and family-owned enterprises.

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Corporate Advanced Tax Planning

Corporate Advanced Tax Planning

Nepsis delivers corporate advanced tax planning tailored for business owners and family enterprises.

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Business Exit Planning

Business Exit Planning

Nepsis provides comprehensive business exit planning services that integrate succession planning, tax strategy, and risk assessment to help growth-oriented entrepreneurs.

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Retirement Services

Retirement Services

Nepsis Retirement Services provides Fiduciary advising on setting up and managing all employer sponsored plans such as 401(k)s, 403(b)s, Cash Balance plans and more

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Our Nepsis Brand Story

Meet Our Corporate Office Team

Nepsis is a Greek word which means to be watchful, alert and vigilant with a clear and sober mind against illusions and fear. In a word, Nepsis is Clarity — it is at the core of all we do.

At Nepsis, our team embraces the notion of having clarity in all aspects of our personal and professional lives.

Meet the Team

Clarity Roadmap

Your goals, our process.

Everyone has a different destination in mind, requiring a different roadmap. Our 5-step Clarity Roadmap solution keeps you moving in the right direction to reaching your long-term goals.

Our proprietary assessment provides insight regarding your complete financial picture and all areas of financial planning.

By reviewing the results of the Clarity Assessment, we develop a personalized Clarity Compass. This is a detailed profile of your financial picture in six different categories: Financial Situation, Investment Portfolio, Retirement, Risk Management, Tax Planning, and Estate Planning.

Meet with an Advisor to go over your complete financial situation to identify opportunities to strengthen your portfolio. Your Advisor will bring in your dedicated professional services team including tax planners, CPAs, financial planners and estate planning specialists.

Based on your meetings, your team will prepare a comprehensive action plan for all areas of your financial well-being including: wealth management, tax strategy, insurance, estate planning and retirement plans. We will work closely with your Advisor to create the action plan that works best for you and your family.

You and your Advisor will monitor your progress towards your objection to make sure you are on rack and have the peace of mind needed to enjoy more from life.

Are you ready to
Gain Clarity?

Take the first step towards a more intentional, personalized financial journey.

Meet With an Advisor