Expert Accounting & Tax Services You Can Trust in New York

Long Island, NY CPA

CALL NOW - (631) 790-8888

WHAT WE DO

Trust Your Financials With A Local CPA

We offer a wide range of accounting services tailored to meet the unique needs of our clients. From tax preparation and planning to financial statement analysis and business consulting, we are committed to helping you achieve your financial goals. Our team stays up-to-date with the latest laws, regulations, and best practices to provide you with accurate and reliable financial advice.

Financial Strategy & Planning

  • Developing financial plans and budgets.
  • Creating strategies to help the company achieve long-term financial goals.
  • Evaluating cash flow and capital structure.

Financial Reporting & Analysis

  • Preparing accurate and timely financial statements (balance sheets, income statements, cash flow reports).
  • Conducting financial analysis to identify trends, risks, and opportunities.
  • Reviewing and ensuring compliance with accounting standards and regulations.

Cash Flow Management

  • Monitoring and improving cash flow to ensure the business can meet its operational needs.
  • Helping with forecasting cash flow needs and addressing liquidity issues.

Risk Management

  • Identifying financial risks and developing strategies to mitigate them.
  • Ensuring that the company’s insurance, investments, and financial hedges are in place.

Profitability Improvement

  • Analyzing expenses and operational costs to find areas for cost-cutting or efficiency improvements.
  • Identifying profitable revenue streams or areas for growth.

Financial Compliance & Tax Planning

  • Ensuring the company complies with tax laws, financial regulations, and reporting requirements.
  • Advising on tax strategies to minimize liabilities and optimize tax planning.

Mergers & Acquisitions (M&A)

  • Providing financial due diligence for potential mergers or acquisitions.
  • Assisting in negotiations and structuring deals from a financial perspective.

Fundraising & Financing

  • Assisting in securing funding for the business, whether through debt, equity, or other means.
  • Preparing financial projections and business plans for investors or lenders.

Internal Controls & Systems Improvement

  • Establishing and refining internal financial controls to prevent fraud and errors.
  • Implementing systems and software for financial reporting and budgeting.

Business Exit Strategy & Succession Planning

  • Helping business owners plan for their eventual exit, whether through a sale, IPO, or succession planning.
  • Assisting in evaluating the financial viability of exit options.