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

New business entity

As you start a new company, Leader Associates will be a strategic partner, bringing years of operational and financial experience to your company. Our services include business plan development, entity/company structure selection, advice on best practices and tax rules, and installation and implementation of accounting systems. We love working with start-ups, count on us to train you in this new venture!

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Strategic Advisory / Outsourced CFO

Our strategic consulting 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 forecast and budget
• Clearing historical accounting to prepare for a transaction or funding round
• Solving cash flow challenges
• Maximizing profitability
• Implement systems to facilitate more stable and scalable growth
• Rent vs. Buy Analysis

• Of balanced indicators

• Management cost and price

• Analysis of working capital needs

• Strategies to increase commercial value

• Review succession/exit planning strategies

Other consulting / planning services
• Business succession planning
• Valuation – Business Assessments
• Business Plan – Business plan
• Financial Modeling
• Financial analysis
• M&A – Mergers and Acquisitions
• Purchase and sale contracts
• Federal, state and local tax return planning
• Family and business financial planning
• Representation before tax authorities
• Retirement planning

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