As-needed financial consulting for business owners and managers.

Financial Consulting for Businesses

In addition to our traditional tax, accounting, and valuation services, we offer a broad range of financial consulting services for business owners and managers. These activities are engaged on a project-by-project basis and may be billed hourly or as a flat fee – depending on scope and complexity.

  • Entity changes
  • Accounting method changes
  • Capitalizing vs. expensing analyses
  • Fixed asset consulting including purchased, self-created and intellectual property
  • Like-kind exchange analyses
  • Stock option ramifications (employer and employee)
  • Capital gain and loss analyses, including worthless securities
  • Research and development costs
  • Loan amortization schedule preparation
  • Business purchases, dissolutions and disposals
  • Asset purchases and disposals
  • Employee vs. independent contractor analyses
  • Reasonable compensation issues
  • Business valuations
  • Buy-sell agreements
  • Cash flow analyses and budget development
  • Purchase/lease analyses
  • Strategic business planning
  • Prepare or review loan applications
  • Assist in establishing bank relationships
  • Review contracts and other related documents for business and tax implications