Facing Complex Financial Challenges Together
Financial Advice Specific to your Goals and Needs
We recognize that businesses today face many complex financial challenges that can threaten their survival.
Mosaic Business Advisors provide a wide variety of financial consulting services including financial management, operational support, risk management and strategic planning.
Variety of Financial Consulting
Business formation
Accounting system evaluations
Accounting staff hiring and skills assessment
Growth and expansion plans
Operational and management issues
Due diligence in mergers and acquisitions
Process evaluation
We listen to your concerns and needs and develop a plan to help your business succeed. We help identify areas that may be negatively affecting profitability and growth and develop solutions that are practical and technically sound. Our specialties are 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.
Measuring the Financial Past will Determine the Future
Part-time CFO / Controller Services
Small businesses often need professional financial advice but can’t justify hiring a full-time CFO or controller. Our specialties include profit improvement, margin analysis and break even analysis, operational reviews, budgeting and cash management, financial projections and compensation.
Tax & Accounting Services
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.
Business Formation
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.
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.
New businesses
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.
Existing businesses
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.
