If you’re an E-2, L-1A, or EB-5 visa holder, there’s something your CPA may not be telling you: optimizing for tax savings alone could be putting your visa at risk.
This is one of the most common—and dangerous—disconnects we’ve seen in the business immigration space. And it’s the reason we created ProfitWise, a bookkeeping service built specifically for visa-holding entrepreneurs who need more than a tax-friendly P&L.
Here’s the problem:
Most CPAs do their job well. They help reduce your tax liability, categorize expenses, and keep you compliant with the IRS. But they’re not trained to think like a government officer evaluating a visa renewal.
Immigration attorneys have voiced the same frustration again and again—having to rework their clients’ bookkeeping to present numbers in a way that aligns with immigration expectations. Why? Because what helps during tax season doesn’t always help at the consulate or in front of a USCIS officer.
Immigration Bookkeeping Isn’t Just About Accuracy—It’s About Purpose
We flip the script. We designed this service based on 15+ years of experience supporting attorneys and their clients in the business immigration space. We know exactly what government officers look for when reviewing a business for visa issuance or renewal. Our reports are designed to show what matters to the officer reviewing the case—clearly, concisely, and in a way that demonstrates the business is viable, compliant, and aligned with visa requirements.
We don’t just record numbers—we interpret them through the lens of your visa requirements.
What Makes Us Different
Everything we do is aligned with E-2, L-1A, or EB-5 visa expectations—from how we categorize your expenses to how we present your financial health.
Monthly Strategy Meetings: We don’t send reports and disappear. Every month, we meet with the business owner to go over what the numbers are saying. We help you understand where the business is underperforming, where there’s room for improvement, and how to keep more of your profit.
Visa Health Check-Up: As an add-on to our bookkeeping service, we offer quarterly Visa Health Check-Ups. These strategic check-ins help ensure your business stays aligned with what was promised in your business plan—whether in terms of financial performance, job creation, or growth projections. We help clients track progress, identify red flags early, and stay fully prepared for visa renewals.
Don’t Let Poor Bookkeeping Sabotage a Solid Business
We’ve seen too many cases where great businesses struggle with visa renewals—not because they weren’t profitable or compliant, but because the way their finances were presented didn’t tell the right story.
We gives you a system, not just a service. It gives your attorney a powerful tool to support your visa. And it gives you the insights you need to grow smarter, stay compliant, and remain confident every step of the way.
Let’s Build a Visa-Worthy Business—One Report at a Time
Contact us to learn more about ProfitWise, our immigration-focused bookkeeping service. Whether you’re applying for a new visa or preparing for renewal, we’ll help make sure your numbers speak the language that government officers want to hear—and help you stay on track through our quarterly Visa Health Check-Ups.
Contact us today to get started
The information provided in this blog is intended solely for informational purposes. While we strive to offer accurate and up-to-date content, it should not be considered legal advice. Immigration laws and regulations are subject to change, and individual circumstances can vary widely. For personalized guidance and legal advice regarding your specific immigration situation, we strongly recommend consulting with a qualified immigration attorney who can provide you with tailored assistance and ensure compliance with current laws and regulations.
Visa Business Plans is led by Marco Scanu, a certified coach from the University of Miami with a globally-based practice coaching Fortune 1000 company executives, entrepreneurs, as well as professionals in four different continents. Mr. Scanu advises clients on turnaround strategies and crisis management.
Mr. Scanu received a bachelor’s degree in Business Administration (Cum Laude) from the University of Florida and an MBA in Management from Bocconi University in Milan, Italy. Mr. Scanu was also a Visiting Scholar at Michigan State University under the prestigious H. Humphrey Fellowship (Fulbright program) with a focus on Entrepreneurship, Venture Capital, and high-growth enterprises.
At present, Mr. Scanu is the managing partner and CEO at Visa Business Plans, a Miami-based boutique consulting firm providing attorneys and investors with business planning services in the areas of U.S. and Canadian immigration, SBA loans, and others.
If you are looking for any of the following, we can help you!
EB-5 Visa Business Plans
EB5 Business Plans
L1A Business Plans
L Visa Business Plans
L-1 Visa Business Plans
E2 Business Plans
E2 Visa Business Plans
E1 Business Plans
E1 Visa Business Plans
Business Plan for Investor Visa
Business Plans for Immigration and Visa Purposes
Business Plan for Visa Application
Market Analysis
Feasibility Studies
Investor Visas Business Plans
NIW Business Plans
NIW Personal Endeavor Plan
NIW Personal Statement
EB-2 Visa Business Plans
Visa Business Plans
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