Business Services
- Tax planning, research, strategy development, projections and tax consulting
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Advocacy/representation with tax authorities
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International tax consulting and preparation
- Multi-state taxation
- Return preparation
- Strategic planning
- Operations management
- Accounting
- Financing and equity
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Business valuation services
- Integrated planning for closely held and family businesses, including succession planning and shareholder and management issue
- Mergers, acquisitions, reorganizations, asset sales and business sales
- Government contract accounting and reimbursement
- Corporate finance
- Capital formation
- Loan request package preparation, including financial statements, business plans, and related documentation
- Financing resource identification and evaluation, including venture capital funding
- Financing strategy development
- Lease/purchase analysis
- Budgeting, cash flow, income and other projections
- Auditing, including SEC, ERISA, HUD, and other governmental audits
- Financial statement preparation, including compilations, reviews, and agreed upon procedures
- Internal control analysis
CPA Firms Services
- Peer reviews and consulting reviews
- Staff training
- Strategic partnering, including joint ventures
- Access to additional tax, planning, consulting, and accounting resources
- Information and accounting systems
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Accounting system needs analysis and planning
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Accounting information systems planning, purchasing, training, and implementation
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Computerization of manual accounting systems
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Bookkeeping assistance, training, and classes
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QuickBooks/Peachtree
Non-Profit Services
Tax Planning and Compliance- Tax planning, consulting, research, strategy development, projections
- Advocacy/representation with tax authorities
- Return preparation
- Strategic planning
- Operations management
- Accounting
- Financing or equity
- Business valuation services
- Integrated planning for closely held and family businesses, including succession planning and shareholder and management issues
- Mergers, acquisitions, reorganizations, asset sales and business sales
- Government contract accounting and reimbursement
- Corporate finance and capital formation
- Loan request package preparation, including financial statements, business plans, related documentation
- Financing resource identification and evaluation, including venture capital funding
- Financing strategy development
- Lease/purchase analysis
- Budgeting, cash flow, income and other projections
- Auditing, including SEC, ERISA, HUD, and other governmental audits
- Financial statement preparation, including compilations, reviews, and agreed upon procedures
- Internal control analysis
Individual Services
- Planning, research, strategy development, projections
- Tax consulting
- Return preparation
- Advocacy/representation with tax authorities
- International tax consulting, including residency issues
- Expatriate taxation and clergy taxation
- Planning and analysis, including college funding and retirement planning
- Estate Planning
CFO to Go
CFO to Go is designed to provide an affordable alternative for closely held businesses. CFO to Go provides cost effective financial services while helping you meet your goals and objectives. You probably have the internal skills and resources to meet some of your financial goals, but most closely held businesses need to outsource some essential services. We can provide quality financial services on a part-time basis to assist you as needed.
CFO to Go can provide you with the following services when you need them:
- Development of business plans
- Budgeting and forecasting
- Develop management tools, such as break even analysis
- Review financial results and discuss business and tax issues
- Merger and acquisitions consulting
- Business succession planning
- Develop programs to reduce expenses
- Compensation planning
- Review internal controls
- Develop information systems and management reporting
- Review insurance and benefit programs
- Develop policies and procedures
- Design and implement accounting systems
- Bookkeeping
- Tax planning
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Preparation and assistance in the development of loan request packages and meetings with loan officers to secure financing
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Assist with private placements
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Meet with banking representatives
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Internal review of monthly financial statements and meetings with management to discuss financial results
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Development of reporting package bookkeeping assistance, preparation of budgets, break even analysis, and benchmarking analysis
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Prepartion of a strategic plan and forecasting
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Tax planning and implementation of accounting systems
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Review internal controls
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Incentive compensation and employee benefit analysis
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Risk management and insurance analysis
Research & Development Credit Study Services
What is the Research and Development Tax Credit?
The Internal Revenue Code provides a credit against tax, based on a percentage of qualifying research expenses, incurred during a tax year. The credit is equal to 20% (13% for reduced credit option) of the qualifying R&D expenses that exceed a certain base amount.
Many businesses overlook the availability of the credit and need help with the identification of qualifying projects to quantify and capture all eligible R&D costs. The study provides a guide in meeting the documentation requirements set forth by the Internal Revenue Code, and it justifies amended tax returns. This translates into more money for you.
Learn more about our Research & Development Credit Study Services »
Balanced Scorecard & Strategic Planning
According to research, only 5% of the workforce understand their company's strategy, only 25% of managers have incentives linked to strategy, 60% of organizations don't link budgets to strategy, and 85% of executive teams spend less than one hour per month discussing strategy – not very good. On top of that, in today’s organizations, financial numbers no longer tell the full story. Other perspectives are required to describe what’s needed to transform innovation and human capital into real value.
Over the last decade, the Balanced Scorecard has gained prominence as the leading tool in helping thousands of organizations, large and small, translate strategy, align employee action and harness the full power of value creating intellectual assets.