Business Operations & Analytics

Financial statements

Accurate Data to Make Sound Business Decisions

Reviewing monthly reports, like your balance sheet and P&L, provides a window into how a business is running. Oftentimes business owners don’t have the time to do analysis — digging into those reports to find trends and spot opportunities for improvement. ARR & Co can supplement your internal resources to create a strategic view of organizational goals and provide the metrics needed for sound business decisions. We can help you by:

  • Providing the detailed financial reports that impact your day-to-day operations
  • Analyzing your business’ financial strengths and weaknesses, identifying area for improvement
  • Translating financial data into meaningful forecasting information and operational trends
  • Advising on business performance indicators
  • Planning for long-term goals such as wealth accumulation, business expansion, and succession scenarios 

Business Operations & Analysis 

Whether you need an on-call Controller or Chief Financial Officer, we can adjust our engagement to fit your operational needs and goals. We have the expertise to review your financials at a granular level and the experience to provide strategic reports. Examples of how we help our business clients include:

  • Checks & balances to ensure financial oversight
  • Profit & loss analysis to track KPIs (key performance indicators) and identify areas to improve efficiency and grow revenue profitably
  • Capital improvement planning and depreciation schedules
  • Business expansion and cash-flow analysis
  • Exit strategies including succession planning and preparing a business for sale

Seamless Integration with Tax Compliance

In addition to receiving the business operations and analysis support, our in-depth knowledge of your business means we help you navigate your business’ tax compliance activities. These activities range from quarterly and annual tax filings, 1099 and W-2 preparation, sales tax support, and other financial documentation required for tax compliance. 

On-Call Advisory Services

Do you have the necessary checks and balances in place? What financial threats and opportunities are lurking in your financials? What are the best financial vehicles to accumulate wealth for the long term? These are just some of the questions we can answer for you. Benefit from our 30+ years of experience to get the answers to what you need exactly when you need them.

Business CPA Services Start with a 30 Minute Consultation

 

“We have been a client  for a number of years and have used them to prepare our personal, business and rental property returns. We love the personal service, friendly office and the fact that they are proactive. We have used large and mid sized firms in the past and have found that Adam is much more thorough and caught many errors previously made by the larger firms. We would highly recommend this accounting firm.” 

~ Anna M. 

“I have been a client of Adams for over 10 years. The firm handles the accounting for 2 of my businesses as well as my personal return.  Over the years I have referred several people to Adam, all of them giving rave reviews to Adam and his team.”

~ Andrew N. 

“A+ Service. As a new business owner, I was a bit clueless and frustrated dealing with taxes. Rosenberg made everything simple and put me on the right path to success. Life’s good!”

~ Jessie O.