Forward-thinking individuals and successful organizations understand the need to embrace a big picture mentality. Our specialized advisory services bring strategy and opportunity together to improve business performance and help individuals better plan for their current and future financial needs. Following are a few of our advisory services that we offer.
- Choice of Entity
There are several forms of entities that a business must choose from upon inception of a business. Among these are sole proprietorship, limited partnership, general partnership, Limited Liability Corporation (LLC), S-Corporation, and C-Corporation. We can aid your decision by determining which entity best meets your needs in terms of tax savings, asset protection, and business operations.
- Budgeting
Budgeting is an important, but often overlooked process in planning for the near term and long term direction of your business.
- Cash flow help
More businesses need cash flow help than almost any other advisory services. We can aid in your presentation and realization of cash flow needs, and your business’ cash flow history.
- Advanced reporting
We have developed expertise in generating reports beyond the traditional monthly financial report package. Special reports may be required by your bank, customers, vendors or other industry agencies for various purposes.
- Loan package preparation
If you are applying for a loan, we can work with you to prepare a package for the bank or lending authority. Additionally, we can research the bank’s underwriting policies and requirements, as well as identify lenders for you.
- Business valuation
When you are thinking of selling your business, business, business valuations become necessary. Another application for business valuations occur upon death of a business, in order to properly value his or hers estate.
- Social security
We can help you maximize your payout. We can help to outline your choices as you approach eligibility.
- KPIs
We helping business owners determine and track KPIs, key performance indicators, by using your financial statements as tools and as a starting point. KPIs can aid in your management of your business’ operations, and forecasting.
- Tax planning
Tax planning is the process of analyzing finances from a tax angle, with an aim to ensure maximum tax efficiency. Considerations concerning tax planning will include timing of income, timing of purchases, planning for expenditures, and size. Tax planning is vital for businesses, as well as individuals, since it will be helpful for achieving financial goals.
- SALT advisory
SALT , state and local taxes .issues are often overlooked by businesses. Failure to file and pay local taxes can blindside the unwary. We proactively