Best cfo services in USA

Services

Best CFO and Consultant
CFO & ADVISORY SERVICES:
  • Increase your chances of getting loans and financing
  • Business Advisory and Coaching
  • Finance & Accounting
  • Budgets, Projections & Business Plans
  • Promote the value and sale of your company
  • Specified project work
  • START-UP and small company growth needs
  • Cashflow Analysis

Read More…

Best Business Plan Package
BUSINESS PLAN PACKAGE INCLUDES:
  • Executive Summary
  • Organization & Management
  • Products & Services
  • Marketing & Sales
  • Financial Review
  • Financial Projections & Summary, Annual and Monthly
  • Funding Requirements

Read More…

ESTATE PLANNING:
  • We will look at your tax situation and help you to avoid monumental tax bills.
  • Advice on what trusts to choose for yourself and your company. This includes:
    • Charitable Remainder Trust
    • Annuity Trust (GRATs)
    • Generation Skipping Trust
    • QTIPs
  • Advice on what insurance vehicles best suit your needs.
  • Look at strategies to employ to protect you from taxes and meet your needs.

Read More…

SALE OF COMPANY:
  • Provide advice on various ways to increase the price of the sale and execute them.
  • Produce statements and projections that will maximize the valuation needed for a sale.
  • Clean up the books where necessary.
  • Produce a packet of information designed to instill confidence in the buyers.
  • Provide all due diligence work that can be over whelming to an owner.
  • Help protect you in the sale and after the sale (Buy-Sell issues, etc.)

Read More…

MAXIMIZE CASH FLOW:
  • Cash Flow Analysis.
  • Reports detailing your cash cycle and flow.
  • Advice on increasing your cash balances.
  • Early warning of upcoming blockages from low cash.
  • Advice on how to invest your cash and whether it is best to use it for expansion.
  • AICPA Cash Flow statement for bankers and other 3rd party reporting.

Read More…