What we do
A Closer Look
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Performance analysis
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Profitability analysis
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Benchmark against industry standards
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Assess risk and opportunity
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Develop systems for smooth tax filing and inquiry processes
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Identify a set of mastered tax professionals
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Identify areas for cost-saving
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Isolate areas for improvement
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Process
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Objective gathering
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Conduct a thorough review of current business model
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Coach executive leadership & analyze financial statements
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Plan for the addition of recommended financial strategies
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Set up a system for monitoring financial performance
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Provide regular financial reports and analysis
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Maintain contact to ensure continued success
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Overview
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Long-term financial planning
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Development of strategic initiatives
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Scenario planning
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Budgeting and forecasting
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Cash flow management
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Financial goal setting
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Guide and advise on expansion plans
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Assistance with securing financing for expansion
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Equity and asset financing strategies
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Operations
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Streamlining client operations
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Inventory management
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Process optimization
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Identify financial and operational systems
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Train on financial management software
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Identify financial and operational systems
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Train on financial management software
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