Modesto, California
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Take Control of Your Business and Personal Finances
From business structuring to personal wealth protection, we manage every layer of your financial world so you can scale without chaos.
Your Numbers Tell a Story We Help You Understand It
Most business owners work day and night to grow but when it comes to finances, they’re flying blind.
The CPA files taxes once a year, the bookkeeper closes the books, and you’re left wondering,
“Where did it all go?”
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Assets Under Management
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Businesses Scaled
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Client Retention Rate
Our Mission
We started Kamboj Advisory to change that
Our job isn’t just to manage your money, it’s to help you make smarter financial moves that build wealth, protect what you’ve built, and give you peace of mind.
Our Services
Built for Entrepreneurs
Who Want Control Over Their Money
Profit Forecasting & Analysis
Forecast revenue and analyze performance to make confident financial decisions
Revenue
KPI
Expense & Cash Flow Management
Track spending, control budgets, and maintain healthy cash flow for steady growth.
Budgeting
Cash Flow
Tax Strategy & Compliance
Proactive tax planning and precise filing to help you keep more of what you earn
Optimization
Tax Plan
Business & Asset Structuring
Set up smart entities and protect assets for long-term business and property growth
Estate Plan
Assets
Wealth Building & Preservation
Build and secure wealth through trusts, planning, and protection strategies.
Trust Plan
Retirement
Investment Advisory & Market Strategy
Diversify, grow, and manage investments with guided market insights and strategy
Portfolio Management
A Message From The CEO
The Moment That Changed How I See Money
A few years ago, I had my best year in business — until tax season hit.
Expecting real advice, I asked my CPA how to reduce my taxes.
He looked at my numbers and said, “Maybe buy a car?”
No plan. No strategy. Just a transaction.
I bought the car — and still paid huge taxes.
That’s when I realized most CPAs don’t think like strategists.
They react to numbers instead of helping you control them.
So I built Kamboj Advisory — a place where business owners get real financial clarity, smarter tax strategies, and long-term wealth planning.
“Financial freedom starts the moment you stop reacting and start planning.”
Client Testimonials that Inspire Growth
★★★★★ Rated 5 out of 5
4.8/5 On Google
Nick Mershon
✅ Verified Review
"I thought my CPA was enough until Kamboj Advisory did a financial audit. They found cash flow gaps and tax strategies I’d never considered. Within six months, we saved over $75,000 in taxes, improved profit margins, and optimized our structure. Their proactive, results-driven approach completely changed my business.
Bryan Rose
✅ Verified Review
Kamboj Advisory didn’t just manage numbers—they transformed my business. They helped me forecast finances, set clear KPIs, and implement a smart tax strategy that saved thousands. Their quarterly reviews keep me on track, and I’m finally growing my business with confidence and long-term financial clarity.
Patricia Morgan
✅ Verified Review
Our Client Frequently Asked Questions
Clearing Your Doubts Before You Miss Out, We know business owners have questions. Here are the answers that matter.
Book Your Strategy Call
Share your challenge; we’ll turn it into measurable profit gains—no fluff, just results.
Before working with Kamboj Advisory, I felt overwhelmed during tax season and constantly second-guessed my financial decisions. Their team helped me reduce my tax bill by 40% and provided a clear roadmap that tripled my revenue within a year. I finally feel in control of my business finances with strategies that work.