Business Financials
- Assist clients in finding financing
- Conduct studies in credit, cost analysis, managing inventory, and financial history
- Develop systems for accounting
- Create budgets and projections
Business Legal Proceedings, Valuation and Forensics
- Determine the monetary value of companies or intangible assets
- Examine financial records and projections
- Assist attorneys by developing studies for business valuation and damages
- Able to testify in court as an expert witness
- Act as a resolution liaison for bankers and attorneys in the event of divorce settlements, bankruptcies, business acquisitions, or other disputes
Human Resources Consultations
- Develop policies for personnel, job descriptions, handbooks or overall systems
- Advise on policies for compensations packages
- Create additional systems for retirement, fringe benefits, and compensation
Management Consultations
- Oversee processes for planning risk management, realistic goal setting, and actions to increase profit or market shares
- Develop and execute Management Information Systems according to the needs of a company
- Examine operations and provide feedback in order to improve overall efficiency and resource optimization within a business’s structure
Personal Financial Planning
- Advise individuals on financial planning including education savings, purchasing real estate, and retirement and estate planning
- Assist clients in securing credit and loans
- Create growth plans for savings and investments
Tax Advising
- Collaborate with clients to establish short-term and long-term goals for lowering tax liabilities
- Ensure tax law compliance for their clients
- Advise on retirement and estate planning in order to reduce taxes on estates and inheritances
- Prepare tax returns
- Mitigate tax issues and provide representation for their clients before government agencies
Technology Consultations
- Recommend technological solutions for business issues
- Advise on software for businesses and accounting
- Manage business software installation and training processes
