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Advisory Services

Whether you are starting out a business, expanding or diversifying your company, or thinking of an exit plan, our consultants are here to assist you throughout your journey. Having a CPA as a trusted advisor can help guide you through difficult decision-making situations. Our well-rounded professionals use years of experience and proven techniques to advise you and your company, understanding your current situation and planning for the future in order to take your business to the next level.

New business entity

As you embark on a new enterprise, Leader Associates will be a strategic partner bringing years of operational and financial expertise to your company. Our services include business plan development, entity/corporate structure selection, consulting on best practices and tax rules, and accounting system set-up and implementation. We love working with Start-ups, count on us to coach you through this new endeavor!

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Strategic Advisory / Outsourced CFO

Our Strategic Advisory service provides growing and established organizations with experienced CFO-level professionals at a fraction of the cost. Through recurring sessions, we address immediate financial and operational concerns and use our specialized skill sets to analyze and present your company's financial data to facilitate decision-making.

Here are some of the services included

• Long- or Short-Term Forecasting & Budgeting
• Cleaning up Historical Accounting to Prepare for a Transaction or Financing Round
• Resolving Cash Flow Challenges
• Maximizing Profitability

• Implementing Systems to Facilitate More Stable, Scalable Growth
• Rent Vs. Buy Analysis
• Management Cost and Pricing
• Working Capital Needs Analysis
• Strategies for Growing Business Value
• Review Succession/Exit Planning Strategies
• Financial Modeling
• Financial Analysis
• Federal, State, and Local Tax Return Planning
• Family Wealth Planning
• Representation Before Taxing Authorities
• Retirement Planning

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