Tax planning and CFO support for businesses ready to grow.
Growth is exciting, and it's also where things get complicated. August Insight Tax & Advisory helps new and young businesses in Raleigh and beyond plan ahead, understand their numbers, and grow with clarity and confidence.
Our Specialized Solutions
Proactive Tax Planning
Year-round strategy, not a scramble every April. We help you plan ahead, stay compliant, and keep more of what you earn.
Fractional CFO Services
The financial leadership of a CFO, without the full-time cost. Each month, we help you understand your numbers, manage cash flow, and make confident decisions as you grow.
Personal Tax Preparation
Accurate, stress-free individual returns with an eye toward planning, so next year's taxes hold fewer surprises.
Who We Work With
We specialize in new and young businesses facing growing pains, whether that means your first real tax bill, cash flow that can't keep up with sales, or decisions that feel too big to make on instinct. If your business is growing faster than your financial systems, we're here to help.
Meet Josh
Joshua Lamm, EA, is Managing Partner at August Insight Tax & Advisory. With experience in
bookkeeping, client relations, and senior finance leadership, he brings a personal, hands-on
approach to every client relationship.
Let's Talk
Every growing business has a different story. Tell us about yours.