Consulting

As our client, you benefit from consulting services tailored to your needs and a team that works side-by-side with you on every engagement.  We combine personal attention and access with the highest technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. These attributes support our objective of helping you reach your financial goals.

We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze and provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together, these factors enable us to deliver superior service and serve as your trusted business adviser.

A listing of the services we provide is set out below. Take a look at what we offer and how we can help you or your business.

Consulting Services

Our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise, and knowledge to add value as a trusted advisor to your financial situation.

Some of the services we offer are detailed below. A deeper look at available services can be found at Smith + Howard.

Financial Processes

Every organization can benefit from being introspective, skeptical, and analytical regarding its finances. We work with organizations to develop the predictive capabilities necessary to adapt to rapid changes and outperform their peers. Specifically, we can help you with:

  • Driving growth from new markets and opportunities.
  • Enhance cash management through working capital optimization and better capital allocation.
  • Improve finance operations by focusing on operational effectiveness and financial analytics as well as budgeting and forecasting.
  • Enable efficient regulatory compliance.
  • Effectively manage risk by identifying sources and improvements to mitigate high-risk areas.

Litigation

  • Marital dissolution
  • Partner or shareholder dissolution
  • Economic damages or bankruptcy

Financial Reporting

  • Purchase price allocation

Business Planning

  • Buy and sell agreements
  • Purchases or sales of a business
  • General business planning

Resources on many topics related to advisory services and business needs can be found here.

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Agreed Upon Procedures

Agreed-upon procedures are performed when the parties involved concur that they want the accountant to perform a specific procedure or set of procedures. They can be useful when you or a third party wants some comfort about a specific area, such as inventory or cash, but do not need the assurance and related time and expense of a full audit or review. Agreed-upon procedures can deal with a diverse variety of subject matter, such as the quality of collateral or due diligence related to a business acquisition. In all cases, agreed-upon procedures are solely the responsibility of the parties who specify them, and they never provide an opinion on the subject matter or financial statements.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Visit our set of Financial Calculators for quick answers on topics such as your IRA, investments, your child’s college tuition, and your mortgage or credit card calculations.