We recognize that businesses today face many complex financial challenges that can threaten their survival. We provide a wide variety of financial consulting services to our clients including financial management, operational support, risk management and strategic planning. We listen to your concerns and needs and work to develop a plan to help your business succeed.
Part-time CFO / Controller Services
Gaps and oversights in financial leadership can be as punishing in a small or medium-sized business as in larger companies, often more so. As the business owner, you will often need professional financial advice but can’t justify hiring a full-time CFO or controller
Acting as your CFO or controller, we will work with you to identify areas that may be negatively affecting profitability and growth. From there, we will work with you to develop solutions that are practical and technically sound.
Specific areas include profit improvement, margin analysis and break even analysis, operational reviews, budgeting and cash management, financial projections and compensation.
If you own a privately held or family business, developing a succession plan is critical. A success plan is a road map for what will happen to your business when you wish to retire. Whether you plan to sell your business or pass it onto a family member, a succession plan ensures the continuity of the company’s success in the future.
Your succession plan focuses on the following:
- Business Valuation
- Business Restructuring
- Tax Consequences
- Retirement Projections
- Tax Projections
If you are considering a transition of your business to family member or key employee or want to sell the business outright, now is the time to start planning and preparing for the event. Remember, it’s not just about the business. Having a succession plan also includes variables such as your retirement plan and financial management needs once the transition is complete.
Measuring the Financial Past will Determine the Future
Our role is to partner with you on issues of critical importance to your business. In addition to our audit, tax and accounting solution services, we assist by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.
We help new businesses get off the ground and provide objective assessments of existing ones. We help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.
We specialize in strategic planning, business formation and entity structure strategies, accounting systems evaluation and outsourcing opportunity evaluations. Relying on our experience could be your best step toward greater success.
As a trusted advisor, we are called on by clients to assist with:
- Business formation
- Accounting system evaluations
- Accounting staff hiring and skills assessment
- Growth and expansion plans
- Due diligence in mergers and acquisitions
- Process evaluation
- Operational and management issues.
Partner with us to help you structure and manage your business to its best advantage.
Business Formation and Incorporation Services
We can guide you through the process of forming your new corporation, including the preparation of financial statements and business plans to help secure funding.
The decision to start a new business is exciting, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. Most entrepreneurs are strategic thinkers, setting the direction for the company’s products and services. You’d rather not deal with details like choosing a business entity, sales and payroll tax or accounting systems that help you manage cash flow.
To save you from paying unnecessary taxes and to limit your liability, we’ll help select the right structure for your type of business (S-corporation, C-corporation, partnership or LLC).
The keys to a successful and profitable business are strategic planning and a systems approach to running your business. Starting off on the right foot with the right structure can save your business from making a disastrous mistake.
Are you taking full advantage of all the tax benefits available to your business? Many of our business clients have existing proprietorship, corporate or partnership structures that are not optimizing their built-in tax benefits. We will determine whether your current corporate structure is the proper entity for your business and then implement the tax benefits going forward.
Contact us to get more information about our financial consulting services and request your free consultation.