Management Advisory Services
In addition to providing all the necessary accounting and tax services for your business, Bennett A. Kogan, CPA, PC will be your trusted business advisor. We will collaborate with you to solve problems and address the needs of your specific business goals. As your advisor, we will assist you in diagnosing your business’ inefficiencies and correct them, while helping maximize your company’s current processes or when necessary, streamline them. Our advisory services include the following areas:
- Accounting software selection and implementation
- Budgeting and cost cutting
- Buying/selling a business
- Cash flow forecasting
- Entity selection/structure of a new business
- Job profitability analysis
In addition, we can act as your outsourced CFO or Controller and perform the following functions:
- Review accounting operations
- Work towards improving efficiency and implementing controls
- Supervise the month-end closing process by:
- Analyzing the general ledger
- Reviewing monthly bank, credit card, loan and line of credit, and inter-company account reconciliations
- Reviewing and preparing monthly report packages
- Liaise with the external audit firm for annual audit or review
- Other reporting as needed
