Consulting & Business Advisory
We are accountants and business consultants that deliver Executive eXperience, Strategy, and Solutions to your business. Many businesses hire consultants to provide a unique perspective and assist with the execution of Management's vision. Our goal as Trusted Advisor is to give the advantage over competition, identify hidden value in the business model, eliminate deficiencies, and ensure execution of business plans that aid growth.
Our core consulting services include, but are not limited to:
Business Process Evaluation, Documentation, and Improvement
Financial Due Diligence for Lenders, Purchasers, and Sellers
Business Plans and Financial Projections
Establishment of improved accounting infrastructure and controls, including reserves.
Analysis of business model, costs, and working capital resulting in the establishment of KPIs and improved cash inflows and uses.
CFO oversight and analysis over financial reporting and business infrastructure
Investor confidence and knowledge of financial operations
Implementation of Internal controls, which creates clear staff accountability
Reporting tools for management's review of the business profitability
We believe that Accountants should add value and not just numbers. In our Advisory and Consulting services, we seek to understand the business, provide Strategy to achieve business goals and implement Solutions that consider past performance, understand the vision, and create a roadmap to realistic projections.
We provide consulting regardless of your stage of business corporations, emerging companies, small businesses, start-ups and investors:
Start-Up Services include: Business Entity Selection and Incorporation, Business Plans, Initial Accounting Infrastructure Set-Up (including Quickbooks Set-Up), Establishment of Accounting Chart of Accounts, Reporting Structure and Useful Reports, New Customer Generation, Capital Funding and Raise.
High growth companies often find that they are outgrowing their existing business structure, but don't have the time or in-house resources to make the change. We restructure the small business to support exponential growth and to function as a Big Business.
Investor Capital Raise Investors lend money to borrowers and look forward to their investment making a return. We provide services in this area that provide Investor Confidence and Knowledge about their Funding and Borrower Use of Cash.