Financial Consulting: Projections, Budgets, and Monitoring

PlanningAs a CPA firm, it is in our nature to look at the financial situation of any business engaging us for coaching or consultation. We review Profit/Loss statements, tax returns, balance sheets, and budgets to determine the financial health of the organization, and to set preliminary goals for growth based on historical figures that can be realistically achieved by the business owners and upper management. If needed, we help the business establish a budget to reduce debt; determine when to purchase inventory and how much can be spent on supplies; manage payroll expenses; and define a clear marketing budget. Throughout the course of the engagement we help the business owners and upper management monitor their financial situation and make adjustments when necessary.