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