The scope of our work covers all accounting and financial matters including financial reporting, cash and profit planning, bank relations and tax planning. The focus of our efforts includes:
Negotiate Bank Financing
Drawing upon my combined experience as a CPA and Commercial Banker, I assist companies determine an appropriate amount, term and structure of financing.
Prepare Budgets and Forecasts that can be used by Management, Investors and Bankers. Tax and Profit Planning.
Supervise your Accounting Department; Prepare financial information for management and financial statements for Banks and Creditors. If necessary, select and implement new Accounting Systems.
Focus on reducing operating expenses and creating opportunities for profit improvement.
401K plan management and reporting. Focus on reducing plan and fund costs.
Audit liaison (Sales Tax, Federal Tax etc.)
Corporate Sale or Acquisition planning and assistance