DSG Advisory CPA

DSG Advisory CPA Live Event Sep 23: Scale Beyond Your First Million. Financial, legal, and leadership strategies for women business owners generating $1M+.

Reserve my seat https://connect.dsgadvisorycpa.com/scale Welcome to DSG Advisory, CPA, a NY-based CPA Firm where financial expertise meets unwavering support for female entrepreneurs and business owners. We recognize that you are not only entrepreneurs but also mothers, caregivers, and leaders in your communities. Our existence is fueled by the desire to provide you with personalized financial gui

dance which gives you the peace of mind you need to focus on what you do best while we take care of the financials. We provide a full range of accounting, bookkeeping, consulting, outsourcing, payroll services, tax preparation, and other business services. Our qualified accounting professionals will work to ensure that your financial records are maintained correctly and accurately. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Our diverse experience spans various industries, including advertising, medical, insurance, hospitality, construction, and non-profit sectors just to name a few. This versatility allows us to provide tailored solutions that cater to the unique needs of different businesses.

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026...
09/04/2026

Did you request an extension to file your 2025 individual federal income tax return? If so, you have until Oct. 15, 2026, to file it. But if you have the tax-filing information you need, you may want to file now. There’s no advantage to waiting until the deadline. If you owe tax, the IRS offers short- and long-term payment plans, as well as installment agreements, to taxpayers who qualify. It’s important to act quickly if you owe because any amount that was due April 15 accrues interest until the balance is paid. Call us at (914) 380-8462 if you need help filing your extended return or have questions regarding your current tax situation.

09/03/2026

Improvising and trusting your gut may have taken your business to its first million—and that deserves recognition. But past seven figures, the stakes are significantly higher.

What worked in early-stage growth starts breaking under scale:
• Financial blind spots drain your cash reserves.
• Outdated legal structures leave you exposed to risk.
• Operational bottlenecks trap the founder in daily ex*****on.
To protect and grow an enterprise at this level, you need bulletproof infrastructure across all three pillars simultaneously.Join corporate attorney Everett Carbajal, business coach Leigh Cambre, and host Dahiema Grant, CPA for Scale Beyond the First Million.

Date: Wednesday, September 23, 2026 | 12:30 PM ET
Format: Live Zoom Roundtable (Complimentary)
Secure your complimentary registration here:
https://connect.dsgadvisorycpa.com/scale

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. ...
09/02/2026

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. For example, owning an asset together as “joint tenants with right of survivorship” can open up transfer tax exposure. If you add your child to the title of property you already own, it may be considered a taxable gift of half the property’s value. And when you die, half of the property’s value will be included in your taxable estate. A properly designed trust can be a more tax-efficient option. Call us at (914) 380-8462 for details.

09/02/2026

Six- and seven-figure decisions are not solved by sitting through a generic, 1,000-person presentation where nobody listens to you.Real growth challenges require direct, strategic answers. That is why we intentionally limited the Zoom capacity for Scale Beyond the First Million.
We are creating a conversational roundtable where you can bring your real operational, financial, and legal questions directly to:
• Dahiema Grant, CPA (Financial Strategy & Cash Flow)
• Leigh Cambre (Operational Systems & Freedom)
• Everett Carbajal, Esq. (Corporate Law & Risk Mitigation)

Date: Wednesday, September 23, 2026 | 12:30 PM ET
Reserve your spot here:
https://connect.dsgadvisorycpa.com/scale

09/01/2026

The legal structure you established to launch your business is rarely built to sustain a seven-figure organization.
Crossing the million-dollar revenue mark introduces new operational realities: expanding vendor networks, higher-value client contracts, and complex liability risks that simply did not exist during early-stage growth. Without proactive legal fortification, company expansion creates hidden exposure.

At Scale Beyond the First Million, corporate attorney Everett Carbajal, Esq. will break down how to evaluate your current business structure, address vendor and client risks, and protect your enterprise value.

Everett will be joined by Dahiema Grant, CPA and Leigh Cambre to cover the legal, financial, and operational pillars of sustainable scale.

Date: Wednesday, September 23, 2026 | 12:30 PM ET
Reserve your complimentary seat via the link below:
https://connect.dsgadvisorycpa.com/scale

Business owners: Are you or your employees planning to go “back to school” soon? Two types of work-related education cos...
09/01/2026

Business owners: Are you or your employees planning to go “back to school” soon? Two types of work-related education costs may qualify for business tax breaks: 1) those required to retain an existing job, license or professional status, and 2) those directly tied to maintaining or improving skills for a current trade or business. Deductible expenses can include tuition, books, supplies and possibly travel if the primary purpose of the trip is business-related education. However, you can’t deduct costs for education that help meet the minimum qualifications for a position or to qualify for a new trade or business. Contact us at (914) 380-8462 to learn the ABCs of work-related education expense deductions.

08/31/2026

Fortify your legal structure first, then scale. That is the exact sequence sustainable organizations follow.
Growth inevitably exposes operational vulnerabilities. Once an organization scales past seven figures, outdated vendor agreements, vague client contracts, and weak entity protections quickly turn into high-stakes liabilities.

At Scale Beyond the First Million, corporate attorney Everett Carbajal, Esq. will break down how to audit and fortify your legal infrastructure before you take your next major leap.
Everett will be joined by Dahiema Grant, CPA and Leigh Cambre to address the legal, financial, and operational foundations of scaling simultaneously.

Date: Wednesday, September 23, 2026 | 12:30 PM ET
Reserve your complimentary seat via the link below:
https://connect.dsgadvisorycpa.com/scale

Whether your business sponsors a 401(k) plan or is considering it, automatic enrollment deserves a fresh look. This feat...
08/31/2026

Whether your business sponsors a 401(k) plan or is considering it, automatic enrollment deserves a fresh look. This feature automatically enrolls eligible employees in the plan unless they opt out or choose a different contribution rate. Under the SECURE 2.0 Act, many 401(k) plans established on or after December 29, 2022, must include an auto-enroll feature for plan years beginning after December 31, 2024. (Some exceptions may apply.) Older plans generally aren’t required to add this feature, but doing so can benefit both employers and employees. Call us at (914) 380-8462 for more information.

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of...
08/28/2026

Scholarship awards can provide significant financial relief to families of college-bound students. Most, but not all, of the awards are tax-free. To qualify for tax-free status, scholarships must meet three criteria: 1) The student must be a degree candidate at an eligible educational institution, 2) the award must be used to pay for tuition and fees, books, and certain supplies (not room and board or travel), and 3) the award can’t represent wages for teaching or research. Many graduate student awards have employment compensation components, so they may be taxable. Also, taxable scholarship money could potentially be subject to the “kiddie” tax. Contact us at (914) 380-8462 for more information.

08/27/2026

If your company crossed seven figures last year, you already know that startup advice no longer works.

Growth does not eliminate complexity, it accelerates it. When your business reaches this stage, the friction shifts to:
- Cash flow bottlenecks that trap liquidity inside operations.
- Operational burnout from being the primary problem-solver.
- Legal vulnerabilities and contract risks as your team expands.

That is why we created Scale Beyond the First Million—an exclusive working session built specifically for women founders navigating seven-figure growth.

We are bringing three distinct advisors to the exact same table:
- Dahiema Grant, CPA & MBA (Year-Round Tax & Cash Flow Strategy)
- Leigh Cambre (Operational Systems & Team Autonomy)
- Everett Carbajal, Esq. (Corporate Governance & Asset Protection)

Date: Wednesday, September 23, 2026 | 12:30 PM ET (Live on Zoom)

Click the link below to reserve your complimentary seat today:
https://connect.dsgadvisorycpa.com/scale

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