Accounting Structure & Advisory

As business-minded professionals, our deep expertise and resources span across many areas to help you solve issues, grow your business and generate significant value from our relationship.
We advocate for early stage and moderately sized private companies to help them improve their operations and profitability. To do this we use the experience we’ve gained over nearly 40 years of working with businesses facing similar challenges. We help companies with everything from implementing more efficient and effective procedures, to facilitating off-site strategic business meetings, to recommending proven business ideas to help improve working capital.

Areas of Opportunity

Below are some of the ways we assist private companies and their financial teams:

  • Accounting procedures and assistance
  • Financial projections and monthly accounting assistance
  • Strategic business planning and consulting, including entity selection, performance management and regular strategy meetings
  • Cash-flow management
  • Corporate documents (review)
  • Financial reporting systems and design
  • Internal control procedures
  • Internal financial reporting
  • Insurance analysis
  • Key employee evaluation/compensation
  • Leveraged buy-outs
  • Management/organizational structure
  • Mergers, acquisitions and joint ventures
  • Qualified and non-qualified compensation plans
  • Records management and retention