Business Consultation Services
There will be a time when you and your business need external, professional opinion, or even help. It could be market information you need, strategy, or techniques that currently don’t exist in your business, or even a piece of skill.
Business consulting becomes invaluable in these situations. You and your team will learn a lot about business planning and problem-solving. You might even acquire a new skill and grow your knowledge.
For businesses located in Florida, Kristina Helferty, a Clearwater CPA, drawing from over 20 years’ worth of experience, offers professional business consulting services you can trust.
We specialize in three key areas;
Business Entity Selection
Of all the choices you make when starting a business, the (legal) structure you decide to operate under – better known as a business entity – is one of the most important. Among other things, the business entity you choose will determine how much you pay in taxes, the amount of paperwork you do, your personal liability, and your ability to raise funds.
As part of our business consulting services, the offices of Kristina Helferty, CPA, will help you in two key ways;
- Selecting the right business entity
- Setting up the entity with the State and IRA
Estate Planning
Discussing what happens to your estate when you die can no longer be considered a luxury. In this fast-paced world, it’s a necessity.
Kristina Helferty’s estate planning services are designed to eliminate family wrangles and ensure that your beneficiaries, especially the children are fully protected when you’re no longer around. We also ensure that the heirs are spared of the heavy taxes characteristic of inherited wealth.
Our managing partner is a Certified Estate Planning Specialist with decades of experience in this field. Additionally, our office works closely with various professionals, including attorneys and financial planners, to ensure that both the estate and heirs are completely protected.
The estate planning services include;
- Planning for wealth transfer at death
- Disability planning
- Evaluation of trust deeds
- Court accounting for probates
- Personal representation
- Consultation with attorneys
Outsourced CFO Services
Finally, running a business comes with all sorts of challenges. Common problems include product pricing, adding new products, cash flow, tight margins, operational inefficiencies, and raising debt/equity capital. Scaling, financial consulting, and financial forecasting are other possible challenges that can throw any business off balance.
Having a dedicated finance department, headed by a qualified Chief Financial Officer (CFO), can be crucial in these situations. But, what if you’re a growing business currently unable to permanently hire a CFO?
That’s where outsourced CFO services come in handy. At a fraction of the cost, an outsourced CFO will help you in the following ways;
- Financial reporting and risk management
- Achieving operation efficiency
- Long-term strategy development
- Maximize your limited resources for profitability
- Make better business decisions – faster
Our business consulting services now include outsourced FCO services designed to help you take control of your money and make better business decisions.
The services include;
- Accounting systems and internal controls
- Bookkeeping and accounting direction
- Cash flow planning and analysis
- Financial analysis and reporting
- Bank reconciliations
- QuickBooks training and support
- Consultation with external professionals
Get Started with Our Business Consulting Services
Visit our Clearwater, FL offices, or call us directly at (727) 310-2000 to discuss your business consulting needs. Alternatively, fill our contact form or leave us a message. We’ll call you right back.