Advisory

Have you heard the old adage “work on your business not in your business?”

It is easier said then done. Estimates need to be produced, payments collected, staff managed and general operations coordinated. As a business owner there are countless tasks which need to be completed on a daily basis. Often times, financial reporting, strategic planning and process review are further down the priority list then we would like to admit.

Comprehensive Advisory

At George Roberts, CPA we can deliver comprehensive Advisory services to help you manage your financials and keep your company on track. The largest benefit of outsourcing your financial processing is that you don’t have to hire a full time accountant or CFO. Our advisory services include financial reporting, such as P&L statements, financial statement review, general accounting services and outsourced CFO services.

We can do the leg work, complete the financial reporting and take the time to sit down with you and analyze the company’s performance. In addition, we can confirm you are achieving the compliance you need to process taxes appropriately and with reference to today’s quickly changing tax laws.

Some of our Advisory services include:

  • CFO Services
  • Business Plans
  • Succession Planning
  • P&L Statements
  • Specialized Financial Reporting
  • Bank Loans and Financing

Interested in learning more about Corporate Advisory?

Contact us today and learn how our CPA firm can support your Corporate or Individual Tax and Financial needs.

Contact Us

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