Proactive Guidance to Grow Your Business
As your business grows, so do your financial reporting and planning needs. Leverage Burt & Company CPAs, LLC’s three decades of experience in planning, profitability, and performance monitoring. You’ll find that we’re more than tax advisors. We’re experts at helping businesses like yours grow via a variety of consulting services including financial analysis, forecasts and projections, and remote CFO capabilities.
Our Approach
We are a holistic provider of accounting, tax, and consulting services for small businesses, their owners, and private individuals. We provide value by minimizing tax liabilities, protecting current assets, and identifying opportunities for future growth. As a client, you’ll receive the highest level of technical expertise. Experience peace of mind knowing you can rely on comprehensive and accurate business consulting to achieve your financial goals.
Business Consulting Services
Cash Flow & Budgeting Analysis
Your business may be doing well financially yet still need help with cash flow. Forecast and evaluate your company’s financial condition, estimate financing requirements, and track to ensure your business is generating sufficient revenue and budgeting expenses effectively and efficiently..
Financial Forecasts & Projections
Need simple projections or complex financial modeling? Accurate forecasting is necessary for business planning and achieving your company’s financial goals. As your business consultant, we can work as your remote CFO or provide reports with strategic analysis. These financial services help you avoid surprises and plan for success.
Forensic Accounting
When do you need forensic accounting? You need a forensic accountant when you suspect financial fraud, embezzlement, or other illegal accounting practices. We’re experienced forensic accountants and we can help compile a comprehensive view of your financial loss for dispute documentation or fraud investigations. Additionally, you’ll receive advice on setting up the appropriate financial controls to avoid future instances.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop practical and technically sound solutions. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address issues affecting your business. The following are just a few areas included in our business consulting services:
- Accounting software selection and implementation
- Type of entity selection
- Buying/selling a business
- Computer systems
- Financial & retirement decisions
- Estate, trust & gift planning
Business Entity Selection
Growing your business is a complex process. Choosing the right legal entity — such as an S or C Corporation — can have lasting financial effects. Before you submit any official paperwork, be guided on the pros and cons of each entity type so you understand the implications. Benefit from our experience so you can minimize taxes and maximize wealth accumulation.
Financial Planning
A properly structured financial plan enables you to face challenges if and when they arise. Mitigate risks, uncover financial patterns, gain fiscal stability, and strengthen your efforts on the road to achieving your goals through our financial planning services.
Business Succession Planning
As your business continues to grow and expand, you may find yourself in a position where it’s time to sell or have someone else take the helm. It can be a difficult and emotional process. It also has far-reaching effects on taxes and other financial matters. Our business succession planning ensures a smooth transition.
Buying & Selling a Business
Structuring the purchase or sale of a business is a critical step. Be guided in the process of evaluating cash flow, growth potential, and tax considerations. You’ll receive an informative roadmap on how best to proceed based on your financial goals.
Fraud Prevention & Detection
Concerned about fraud or setting up financial controls? After an audit and analysis of your financial records, you are presented with an implementation plan. As experienced forensic accountants, our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
Management Advisory Services
Your company’s future success lies in the hands of its management team. Benefit from objective feedback and strategic advice to inform your business decisions. We’ll help you assess your business’ current strengths and opportunities for growth and financial success.
Mergers & Acquisitions
One strategy to grow your business is through acquisition, where you need an accurate business valuation. Another growth strategy is via mergers, where you are blending two businesses into a larger entity. In either scenario, you receive expert guidance throughout the evaluation process. We’ll help you navigate critical elements such as tax considerations, product/service compatibility, competitive tactics, marketplace positioning, financial reporting, as well as cash-flow considerations.
Working With Us
Serving Businesses in Albuquerque, Santa Fe, Taos & Virtually
We’re more than tax advisors. Burt & Company helps grow businesses just like yours. We’re also a part of your community, serving our clients in three locations as well as virtually. It’s easy to connect with us as we use secure online document sharing and virtual meeting tools. Reach out today and let us help you grow your business.