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Business Consulting

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
  • Business valuations
  • Buying/selling a business
  • Business exit planning
  • 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. 

Business Valuations

Whether you are considering buying a new business, selling an existing one, or need to establish your business’ current value, you need professional business valuation services. You receive an objective analysis based on market conditions so you can make strategically-sound decisions and negotiate with confidence. 

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.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified accounting or tax professional opinion. Whether you’re looking to support your case or oppose evidence submitted to the court, you can rely on our broad and deep knowledge of forensic accounting and financial controls.

Litigation Support

Litigation support often involves quantifying economic damages. Receive help in calculating losses with supporting documentation that you need for existing or pending litigation. Our support ranges from accounting audits to forensic analyses. 

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.

30-Minute Consultation


“Burt & Co. CPAs are among the best in Albuquerque and Taos, NM. I have used them both personally, professionally, and have sent them numerous referrals. Everyone always comes back satisfied that their taxes have been well handled. They are professional, timely, and thorough. I would trust them with cases big, small, or even extremely complicated.”

~ Bryan Costilla

Our Certifications

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.