Services
Our consulting engagements give business owners and decision-makers a structured view of their financial position and a practical plan for what comes next. Whether the question is how to fund growth, how to improve margins or how to address a cash flow constraint, we begin with the financial statements and work toward a documented recommendation.
What we do
- Review of financial statements to identify trends, margin pressures and areas of risk.
- Cash flow forecasting and budgeting, including scenario analysis for growth, hiring or capital purchases.
- Analysis of pricing, cost structure and profitability by product, service or client.
- Evaluation of corporate structure and the tax implications of expansion, acquisition or reorganization.
- Preparation of financial information for lenders, investors and prospective purchasers.
- Implementation support, including the establishment of reporting routines and accounting systems.
Who this is for
Owners of operating businesses who are planning for growth, managing financial pressure or preparing for a significant transition such as an acquisition, a partnership change or a sale. We also work with managers who need dependable financial analysis to support a specific decision and with business owners who want to put a regular reporting structure in place so that they have a clearer view of their position throughout the year.
What to bring
Recent financial statements for the last two or three years, current budgets or forecasts if they exist, and a description of the decision or problem you are working through. If the matter involves a specific transaction or proposal, bring the relevant terms or correspondence. There is no need to organize the documents in advance; we will review them with you and confirm what we need.
Getting started
Contact us with a brief description of what you need and the tax years or filing period involved. We will review your enquiry and confirm whether we can assist, the scope of work, and the information required to begin. All new engagements start with a consultation to ensure that the work is properly understood before preparation begins. There is no obligation and no charge for the initial conversation. If we proceed, we will set out the scope and the fee in writing before any work begins. We accept new clients throughout the year and are not restricted to filing season. If a deadline is approaching, please note it when you contact us and we will prioritize accordingly.
Speak with us about your accounting and tax requirements.
Tell us what you need and we will respond with the next steps and the information required to begin.