CFO ADVISORY, ACCOUNTING/BOOKKEEPING AND TAX PLANNING FOR THE SMALL BUSINESS COMMUNITY: SPECIALTY AREAS INCLUDE THE REAL ESTATE AND CONSTRUCTION INDUSTRIES
We bring Wall Street level services to the Main Street CEO
- Helping you strategically grow
- Increase cash flow
- Keeping you compliant with federal, state and lending requirements.
Small Businesses businesses have many moving parts. The demands for a solid understanding of the numbers runs a close second only to the need for those numbers to be accurate. Our CFO Advisory Services provides top-tier finance, accounting, business consulting and operational guidance to our clients. We provide services full time, part time or on an interim basis depending on the needs of the client.
COST SEGREGATION ANALYSIS
Cost Segregation studies can be used to reduce current federal taxable income by shortening the useful life of assets using accelerated depreciation methods and taking the maximum deduction allowable under the tax code. They do incur a cost but that cost could be worth it if the benefit outweighs it. We help you determine if its worth doing.
JOB COST ACCOUNTING
The Tax Code is one of the biggest pain points all businesses face. It's magnified in the Small Business CEO community since cash flow management is such an integral part of their survival. Regularly meeting to monitor your tax position and ensure proper maximization of deductions and credits can be the difference between success and closing your doors.
Job costing plays an integral role in the survival and growth of many firms. Successful businesses require a strong knowledge of the actual costs of doing business with an equal focus on managing those costs to complete the work on time and, most importantly, within budget.
ACCOUNTING & BOOKKEPING
Accounting and Bookkeeping are more than just entering numbers and reconciling bank accounts. World class books are the bedrock upon which a successful business is built upon. Regularly review and analysis ensures cash flow is strong, budgets are maintained and growth is not only attained, but planned.
TAX CREDIT MAXIMIZATION
The IRS Code is filled with many dollar for dollar tax credits that, quite honestly, aren't advertised and as a result are unknown to many businesses. We pride ourselves in helping our clients maximize every dollar in tax credits they've earned.
ForFor many CEO's in the Small Business Community, bringing on a full time CFO, Controller or Bookkeeper is just not financially feasible, especially in the beginning stages or at a time where growth is the main objective. The irony is that, those are the times of greatest need.
Our vision was to create a program that allows our clients access to that level of expertise at, literally, a fraction of the cost to hire someone to do it. We've successfully done that.
Our program creates a tailored, world-class CFO/Accounting experience designed to provide exactly what each individual business needs, not some canned template....precisely what you need to grow your business, increase cash flow, minimize and reduce your tax burden all while maintaining compliance with federal/state governments, lenders and other associated stakeholders.