Expert CPA & CFO Advisory Services for Individuals & SMBs
We provide personalized CPA and CFO Advisory services that drive growth, maximize profits, and reduce taxes, while offering tailored, proactive strategies to overcome common financial challenges.
Our Financial Services
As your business grows, so do your financial needs. From startup bookkeeping to sophisticated exit planning, we provide expert guidance every step of the way.
Tax Planning & Preparation
We don't just file your taxes — we help you plan for them. Includes personal & multi-state return preparation, quarterly estimated tax planning, tax-loss harvesting coordination, withholding reviews, and year-round strategy sessions so you're minimizing liabilities and avoiding April surprises.
Estate Planning
We coordinate with your attorney to structure your estate so it protects your assets and carries out your wishes efficiently. Includes wills/trusts coordination, beneficiary designation reviews, gifting strategy, and minimizing estate and gift tax exposure across generations.
Financial Planning
Comprehensive, goal-based financial planning that brings your income, savings, taxes, and investments into one coordinated strategy. Includes retirement income modeling, cash flow and net worth tracking, education/college funding plans, and major life-event planning (marriage, home purchase, career change).
Insurance Planning
Life, disability, and long-term care insurance reviewed through a financial-planning lens. Includes coverage gap analysis, policy review and comparison, and risk management recommendations — so your coverage actually matches your goals, instead of being sold in isolation.
Fractional CFO Advisory
Executive-level financial leadership without the cost of a full-time CFO. Includes cash flow management and forecasting, KPI tracking and dashboards, budget vs. actual analysis, board- and investor-ready reporting, and capital raise/financing support.
Financial Management / Budgeting
Budgeting, cash flow analysis, and financial goal setting to keep you in control of your personal finances. Includes spending plan development, debt payoff strategy, and emergency fund planning.
Kory J. Malek, CPA, MBA Founder and CEO
Kory is a licensed Certified Public Accountant and real estate agent, and the founder of Malek Financial Solutions. He specializes in financial accounting, tax preparation, tax advisory, and real estate transactions. With experience at leading firms like Accenture and KPMG, Kory has supported high-net-worth individuals, investment funds, and small businesses with strategic, results-driven financial guidance.
Who we are
Drive Growth
We're here to build lasting success with you—offering tax and financial strategies designed to grow your business year after year, not just this quarter.
We help you make smarter financial decisions—ones that boost your bottom line, streamline your operations, and set you up for long-term success.
Maximize Profit
Through proactive tax planning, we lower what you owe, strengthen your financial foundation, and position you for sustained success.
Reduce Taxes
What Our Clients Say
Some words from the professionals and business owners who trust Malek Financial Solutions with their most important financial decisions.