Business Consulting & Planning

Side by side, looking forward, offering guidance and support

Business Consulting & Planning

Side by side, looking forward, offering guidance and support

Our range of consulting services cover the full scope of business, management and operational issues including:

Strategic Planning

Utilizing a deep understanding of your business built on many interactions along with our experience, knowledge and resources, we offer input and ideas for your consideration to assist you in achieving your goals.

Financing

We are well respected in the banking and financing community. We work closely with our clients to match their financing objectives and needs with the specific requirements of the banking and financing communities. We provide assistance throughout the credit process from initial contact with the bank candidates to the final closing of the credit facility.

Accounting Department Outsourcing

Our range of accounting department outsourcing services is designed to address the short and long-term operating needs of our clients. Companies of all sizes rely on us to provide solutions ranging from daily, weekly or monthly full-charge bookkeeping services, interim chief financial officer outsourcing, internal audit and internal control evaluation and implementation, deferred tax calculations and measurement of uncertain tax positions in accordance with FASB Accounting Standards Codification Topic 740, Income Taxes and recruiting and interviewing of key accounting personnel.

Budgets, Forecasts, & Projections

Financial forecasts are prospective financial statements that present an entity’s expected financial position, results of its operations and changes in its financial position based on assumptions reflecting conditions it expected to exist at a time in the future. Financial projections are prospective financial statements that are based on hypothetical assumptions, and present an entity’s expected financial position, results of its operations and changes in its financial position based on those assumptions. A projection is sometimes prepared to present hypothetical results of certain courses of action.

Businesses are often required to prepare forecasts or projections and they should always operate with an annual budget. We can help you prepare these reports for either internal purposes used to assess a course of action, such as a move to a new location or to purchase or discontinue a business, or we can help you prepare these reports to support a bank financing application or to meet the terms of your current banking agreement.

Internal Control and Operations Evaluation

We can assist in evaluating your current system of checks and balances and recommend improvements to give you peace of mind.

Sales and Use Tax Studies and Evaluations

State nexus issues, including sales and use tax compliance, are among the most challenging of current tax issues. We can walk you through the rules and help you to establish systems to enhance compliance.

Due Diligence Investigations for Mergers and Acquisition Targets

Testing the data provided to you by a merger or acquisition target is critical to evaluating the risk and value in a pending deal. We can guide you through the process and we can design and perform the appropriate testing procedures.