Advisory Services

 

 

You might find yourself having a question or needing help that goes outside the simple filing of a tax return or the completion of a bank reconciliation. Beyond the compliance work of bookkeeping, tax filings, and audits, accounting professionals can help businesses improve their profitability, pay fewer taxes, increase their cash flow, and become more efficient with technology. This work, which we call advisory work, is where you can get a real return on investment in your services with us.

Advisory services are designed to help you reach your business’s financial goals faster. Here are some of the ways we can help you.

 

 

 

 

 

Business Consulting

People Business consulting  Clayton, Raleigh, Durham, NCBusiness consulting services span many areas. We will discuss with you your business goals and current challenges and guide you toward solutions to achieve your goals and solve your issues. Here are some areas where we have experience providing solutions:

  • Financial review and performance analysis. On a regular basis, we can hold a review session with you to discuss your financial results and point out opportunities for increased profits or revenue. We can also provide graphical dashboard analysis including forecasting, goal-setting, KPI selection (key performance indicators, kind of like a report card for your business), what-if simulations, benchmarking and more.
  • Strategic planning and budgeting. Many businesses are flying blind without a roadmap to help them know where they are going. We can help you build a strategic plan for your business as well as a budget (we prefer to call them profit plans) so you can get clear on your business’s future.
  • Capital expenditure and project analysis. There is an unlimited amount of ways to spend money in your business and only a limited amount of cash available. We can help you anticipate and prioritize the right projects for your business to reach your goals and move it forward. Our deep knowledge of your industry helps us guide you in this area.
  • Specialty accounting services. These services, which include items like job costing and inventory analysis, can help you find ways to improve your business profitability. We take a deep look at your operations, reviewing items such as profit margins, pricing, revenue growth, and costs to identify issues to fix and successes to repeat.
 

 

 

 

Technology Consulting

Woman on Laptop Clayton, Raleigh, Durham, NC

The right technology can greatly boost your bottom line. We’re tech-savvy accountants that can help you streamline your accounting workflow with the right choice of accounting software and apps for your business. We can help with:

  • Accounting system selection
  • Transition to the new system
  • System implementation
  • System customization
  • Accounting software training
  • Integration of add-ons to enhance your core functionality

No matter what your tax, accounting, business, or financial issue is, feel free to give us a call so we can get started helping you today with our accounting advisory services for businesses and individuals.