Accounting & Financial Business Advisory Services
Growing a business requires deeper insight into financial intricacies than basic accounting services. All businesses need accounting, audit and tax but does your CPA firm help you make complex business decisions with a clear understanding of cash flow, profitability and overall financial health?
Kirsch CPA Group accounting advisory services will help you understand and navigate the challenges related to long-term financial success, and are provided in three ways:
Monthly Advisory Services
- Reconciliation of all checking and credit card accounts within your accounting software
- Revenue analysis: month-end analysis of projects in process; calculation of revenue to be recognized, unbilled revenue and advance billings
- Maintenance of fixed asset listing; calculation and recording of depreciation
- Review of monthly activity and preparation of adjustments to accurately reflect all income and expenses, including expenses and payroll accruals
- Preparation of a monthly reporting package
Quarterly Strategic Planning
- Preparation of summary dashboard of financial results and key performance indicators – identifying profit improvement opportunities and movement towards goals
- Discussion with management to review results
- Review of tax position based on YTD results and projected results for the remainder of year
- Review of cash flow needs for taxes and possible shareholder distributions
Other Advisory Services (as needed)
- Real-Time Pro Forma Financials
- Financial Modeling
- Internal Control Review
- Business Valuation
- Acquisition Planning
- Owner Compensation Review
- Job & Project Costing
- Chart of Accounts Revision
- Audits & Attestation
- ESOP Evaluation
- Gross Profit/Margin Analysis
- Accounting Software Recommendation
Get Started Today
The Kirsch CPA Accounting Advisory Analysis includes one of three options:
- Option 1: Initial Profitability Analysis
- Option 2: Balance Sheet Review
- Option 3: Tax Structure Review
Get started by filling out the form below.
Accounting Advisory Request
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