CPA/CFO Services to Help You Achieve Your Financial and Strategic Goals.
PLAN BETTER. MAXIMIZE INCOME.
Business Tax Services | CFO Strategic Consulting | Financial Statement Reviews & Compilation | ABL Audits
Skyrocket Growth
Improve profits
reduce taxes
Strategic Planning = Financial Success
You can’t do it all. Running your business takes all your time and energy, but you need a strong financial foundation and strategic plan to succeed. We understand how complex tax and financial planning can be. Especially with the ever-changing tax laws. You should be focused on growing your business, not worrying if your financial strategy is aligned with your growth.
We help you plan and execute a financial and operational strategy that reduces taxes, accelerates growth, and improves profits. So you can be confident your business is running like a finely tuned machine.
Financial Services to Help You Grow
We help you create a sound financial foundation and strategy. You focus on serving customers and growing your business.
Improved Operations
Analyzing your profitability and efficiency lead to simplified and improved operations.
Better Decision Making
Verifying financials and analyzing data result in better strategic and operational decisions.
Forward-Thinking Solutions
Quarterly review meetings of your annual tax strategy help you update and optimize your tax deductions.
Decreased Tax Burden
Informed and ethical advice help you reduce taxes. Effective strategies use the tax code to your advantage, so you don’t overpay.
Peace of Mind
Reduce risk by leaving the complex compliance issues to us.
Bottom Line Results
Increasing revenue and net income drive improved business value and stronger net worth.
We Cater to Your Business Needs
Every business is unique. We align with your executive team to identify and improve on the financial weaknesses that limit your success. We help you create the proper structure and systems to ensure accurate and consistent financial reporting. Then we help you develop financial forecasts and projections to meet your strategic goals and achieve sustained success.
CFO Services
- Annual budget and forecasting
- Short and long term business strategies
- KSI analysis and development
- Analysis, review, and communication with internal and external stakeholders
CPA Services
- Strategic tax planning and preparation
- Tax compliance
- Financial statement preparation, compilation, and review
- Trust and estate taxes
Asset-Based Lender Collateral Audits (ABL)
- Field examinations performed for Commercial Lenders
- Maintain confidential lines of communication with the lender throughout the review process.
- Review the company’s books, records, and collateral
- Confirm reliability of interim financial statements
- Audit scope tailored to lender’s concerns
Working With Us Is Easy….
1. Schedule A Free Consultation
No cost, no obligation call to discuss your business needs and goals and make sure we’re a great fit.
2. Develop an Action Plan
Together we’ll create and implement a strategic and operational plan to meet your goals.
3. Turn Insight into Action and Achieve Your Goals
With good internal controls, a sound strategy, and strong financials in place, the sky is the limit for your success.
“I recommend Lorraine as an excellent resource to help you negotiate with your lender as you work through a restructuring period.”
“I’m amazed Lorraine and her team stuck with the debt restructuring for over a year. This was one of the most difficult closings I have ever been a part of. Most of the issues were on the lender side, of course, which I felt terrible about, but Lorraine was incredible throughout the process. I’ve never had the pleasure to work with someone so dedicated, patient, and resilient. This would never have been completed without Lorraine’s efforts.”
Why waste time and money trying to do it all yourself?
Let Us Help.
Business Tax Services
CFO Strategic Consulting
Financial Statement Review & Compilation
ABL Audits
Questions?
Contact Us.
24681 La Plaza
Suite #370
Dana Point, CA 92629
+1 949 218 5388
Lorraine@collyercpa.com
Collyer CPA
Full Service CPA Firm
Collyer CPA provides CPA/CFO expertise to help businesses create a strong financial foundation, reduce taxes, increase profits, and accelerate growth.
Business Tax Strategies
CFO Strategic Consulting
Financial Statement Reviews & Compliation
ABL Audits
Office:
© Copyright 2021 - Collyer CPA Services. All Rights Reserved.