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Business Entities

CFO & Advisory Services

Most entrepreneurs got into business because they had a passion for their industry and/or making a good living.  They possess specialized skill sets, just usually not in finance or management.  For those business owners who desire assistance from a team member without having to incur the expense of hiring a highly skilled employee, we offer contract CFO services and specialized Advisory services. This includes:
    • Ensure reliable financial control systems
    • Monitor all accounting and finance functions to ensure compliance
    • Provide risk management for both the entity and its ownership
    • Maintain higher level relationships with creditors, bankers, bonding companies, critical vendors and more
    • Special projects as determined by management

With over 20 years’ experience providing CFO & Advisory Services in multiple industries, we are confident we can help you see the big picture and help you reach your goals.

CFO & Advisory Services

Most entrepreneurs got into business because they had a passion for their industry and/or making a good living.  They possess specialized skill sets, just usually not in finance or management.  For those business owners who desire assistance from a team member without having to incur the expense of hiring a highly skilled employee, we offer contract CFO services and specialized Advisory services. This includes:

    • Ensure reliable financial control systems
    • Monitor all accounting and finance functions to ensure compliance
    • Provide risk management for both the entity and its ownership
    • Maintain higher level relationships with creditors, bankers, bonding companies, critical vendors and more
    • Special projects as determined by management

With over 20 years’ experience providing CFO & Advisory Services in multiple industries, we are confident we can help you see the big picture and help you reach your goals.

Tax Consulting & Preparation

From business start-up to business disposition all decisions made have tax consequences. It begins with choosing which type of business entity is best for your situation and continues through to how to structure the sale of your business. We are experienced in all these areas and can provide the practical advice you seek. We will also handle all annual tax planning and tax return preparation issues that must be attended to during the lifecycle of any business entities. These include Sole Proprietorships, C Corps, S Corps, LLC’s and Partnerships. We will not only provide you with recommendations but also provide everything you would need to implement these recommendations.

Accounting/Bookkeeping

Bookkeeping is the nuts and bolts of solid financial management. Yet so many business owners neglect this area because they are so focused on operations and marketing. We can help you get your systems set-up so that the bookkeepers can properly record the day-to-day financial activity. Think of bookkeeping as the financial infrastructure of an entity. The basic financial information must be complete, accurate, and current.

Accountants prepare financial reports based on the information processed by the bookkeepers. Measuring profit is a critical task that accountants perform — a task that depends on the accuracy of the information recorded by the bookkeeper. The accountant determines how to apply the accounting rules for the entity as determined by the CFO. The most basic example of this is whether to use the cash or accrual basis of accounting. They also typically prepare supporting schedules such as amortization schedules, depreciation schedules and other schedules that support the numbers posted on the financial statements.

Whatever level of assistance you need, we can help!

Transactional Consulting

There are many situations that arise during a business entity’s life cycle that require distinct help. These one-time engagements can include but are not limited to the following:

    • A Real Estate Loan Financing Application
    • Establishing Bonding Capabilities
    • Line of Credit Increase Justification
    • Certified Payroll Reporting
    • Bankruptcy Support
    • Buy/Sell Agreements
    • Succession Planning
    • PPC Loan Forgiveness Application

We are available to help you accomplish any of these tasks on a project by project basis.