As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide three levels of assurance to meet your needs.
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! It pays to be prepared and organized in your approach for financing.
If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.
The IRS uses very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.
We assess your internal control systems to determine the efficiency and effectiveness of your operating procedures, then we make recommendations that help your company become stronger.
We perform timely audits of employee benefit plans subject to the Employee Retirement Income Security Act (ERISA) under regulation by the U.S. Department of Labor. Our services include both limited and full scope audits of defined benefit and defined contribution plans.
We perform a variety of special services for our clients including agreed upon procedures, valuation of internal controls, DOT overhead audits, and others.
Starting a business requires lots of attention to detail, especially when it comes to how your business will be taxed. We can assist you in selecting the right entity for your business as well as informing you of state and federal regulations, compliance requirements, and other issues you may not be aware of.
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.
To learn more about how we can assist you in establishing a retirement plan for your business or yourself, please visit our companion site Mainsail Advisors Services, LLC.
Objective valuation can make the difference between loss or gain, success or failure. You need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Maybe yours does too. If you agree, then chances are you're spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth.