Business Advisory

This is the work we love the most – our highest-level people working with you to help you succeed at the highest level. Our consulting and business planning services will empower and equip you to make the right decisions for your business’ future.

Business Consulting

As a true partner, we can help you deal with any business challenge or opportunity. Our consulting services help you improve the efficiency and effectiveness of your business and its operations. We also advise regarding business planning, mergers, acquisitions, and buy/sell opportunities, including business valuation, due diligence, and negotiation and financing strategies. We have the necessary business acumen and analytical capabilities to help you make the right decisions.

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation— that you select as a new business start-up or existing business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change, and we are equipped to handle that.

Systems Implementation

Your business’ systems, processes, and software choices can significantly affect business costs, efficiency, and profits. Whether you’re looking to employ remote workers, manage projects, or improve an inventory tracking system, we’ll work with you to research and investigate your current methods, develop sound workflow processes, and identify the right technical and people solutions, helping you build and implement a successful plan.

Virtual CFO

Our Virtual CFO (Chief Financial Officer) service engages a CPA to help guide your business to success. Areas that we may focus on include cash flow forecasting, budget-to-actual reporting, break-even analysis, labor cost management, variable vs. fixed cost reporting, and debt planning and reduction.

Financial Analysis

We provide strong financial analysis to guide solid management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We provide this type of financial analysis to support the continued prosperity of your business.

Interested in our services? Start here.

Progressive, savvy, trusted advisor. Thanks for helping us focus back on the big picture when we are caught up in the problems of the day. I cannot be happier with their service.

Creig Manson, CEO, SGI of Texas

I completely trust the quality of the tax and accounting professionals, I get good outcomes, and I pay extremely reasonable fees. Thank you for the years of quality service. Very satisfied client!

Michael Ferry, President, Complete Construction Resources Inc