Business Consulting

From a poll performed by one of our technology partners, LivePlan, business owners actively working with a CPA indicated that the two most critically desired services were business planning and business strategy implementation.  Businesses are complex, and small business owners are required to make decisions that span across a variety of concentrations.  At the heart of many of these decisions are the financial ramifications.  That’s why you need a trusted advisor to help navigate the nuance that comes with running a growing business.

While there’s not one all encompassing list, some of the areas business owners have utilized our expertise as trusted advisors in the past include:

  • Business Plan Development
  • Business Entity Structuring
  • Corporate Capitalization Strategies
  • Pro-Forma & Cash Flow Projections
  • KPI Development and Analysis
  • Employment and Benefits Modeling
  • Retirement & Financial Consulting
  • Profitability Analysis
  • Information System Streamlining
  • Paperless Workflow Implementation
  • Financial Statement Preparation


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