FINANCIAL PLANNING & ANALYSIS (FP&A)
Our FP&A services are designed to support major decisions makers, such as he CFO, CEO and/or Board of Directors, with analysis and advice on how to effectively utilize the company’s financial resources to increase profitability and grow the company while avoiding obstacles. By using both quantitative and qualitative analysis of the operations aspects of a company, we can evaluate the company’s progress toward achieving its goals and support future goals and plans. Our FP&A services can aid in anticipating obstacles and potential problems along with forecasting a company’s future financial results.
Utilizing our knowledge and expertise in a wide variety of industries, we provide comprehensive solutions for business valuation needs. From business valuations and equity interests to fixed asset valuations including equipment and inventory. We also provide surplus assets disposals and brokered sales transactions.
VALUATION & LIQUIDITY SERVICES
We will identify, set up and manage the appropriate payroll system for you. State and Federal agencies demand that businesses comply with strict rules and deadlines, including weekly, bi-weekly or monthly tax deposits as well as quarterly and annual payroll tax returns (941/940/W-2/W-3 and state dependent returns). Our team will ensure your company meets all deadlines, allowing you to have more time on the more important functions (ex. sales and operations).
A big challenge for business owners that sale across state lines is managing sales tax compliance. Understanding collection requirements, configuring your marketplace, managing the sales tax collected, and filing the returns is a complex and time consuming process.
We provide sales tax management services as part of our monthly plans. Some of the work our team performs will include:
- Sales tax registrations with states.
- Timely filings and remitting of sales tax returns as required by the state.
- Ongoing research of sales tax law and updates.
- Managing sales tax notices from the states