Advisory
Compilation
If you need a simplified financial statement from an independent accountant, we can review your financial data and present the information as a “representation of management” and express no opinion or assurance on the statements.
Interim / Virtual Controller
If your business is in a time of transition, our team can step in to keep your business finances on track by providing part-time CFO services. Through projecting revenues, cash flow management, and planning we can come alongside your administration to provide critical financial assistance to help move your business forward.
We can come in person or do everything virtually dependent upon your needs.
Financial Analysis
We have accountants who can assess the feasibility, stability, and profitability of your business.
Whether you’re looking to build long-term plans for a business activity, or identifying the profitability of projects and departments we can review the data for you and leave you to do what you do best – run your business.
Budget Analysis
We work hard to make sure your finances are accurate and your budget is a true reflection of your financial capabilities.
We work with you to see where you may go under or over budget and come up with solutions. Our budget analysis includes reviewing all financial data, checking for any inconsistencies, comparing industry trends, and reviewing historical data.
Budget Set Up
Does your company’s budget need help?
Our accountants can work with you to review any current financial data and help you set up a budget based on your company’s goals.
Tax Analysis of Business Entity
We can help you understand the tax consequence of each business structure so you can avoid any possible penalties from the IRS or state.
We can assure you avoid the common pitfalls that many business owners make when starting their venture.
We also help current businesses restructure their entity for potential tax benefits.
Business Plan
A popular adage states, “Failing to plan is planning to fail.”
We want to turn that around; plan on succeeding with a strategic business plan. A strategic business plan is much more than a tool to obtain financing.
Preparing a strategic plan can help you clarify your company’s direction. It ensures both management and staff are on the same page and focused on the tasks at hand and ahead.
Let us help you understand the financial needs of your business through budgeting and financial projection and create a plan to cover them.
Internal Controls
We can help mitigate risk and protect your company’s resources.
We do this by assessing your internal control systems to determine the efficiency and effectiveness of your operating procedures.
Then we make recommendations that protect your resources. We want to help your company become stronger and more profitable by correcting any inefficient or ineffective operating procedures we find.
