Business Financial Consulting

Most businesses could use a little help with their finances and whether you are just starting out, ready to grow, or just need some help with the inner workings of your business, we can help. We’ve designed our small business financial consulting services to fit the small business owners of Southern Oregon and their unique needs. The services we provide include everything from helping with your business plan and structure, cash flow management, budgeting and forecasting, labor cost management, future planning and more. It doesn’t matter where you are in your business journey, we want to help you succeed.

What Business Help Do You Need?

Start A Business

start a business

Grow/Revive Your Business

Grow a business

Buy A Business

Buy a business

Aren’t quite sure what kind of help you need? No problem—schedule an appointment today for a free consultation and we’ll help you determine the services that will be the right fit for you.

Start a Business Successfully with Our Start Up Accounting Services

Starting a business can be overwhelming and the list of things to take care of can feel a mile long. Setting up business accounting practices the right way from the beginning goes a long way to setting you up for success. We can help you with many of the various tasks on your plate when you are ready to start a business including:

  • Helping with your business plan
  • Reviewing potential business structures
  • Providing advice on bookkeeping practices and accounting software
  • Helping set up appropriate internal control systems
  • Providing cash flow management guidance and recommendations
  • Helping to ensure compliance with government regulations and requirements
  • Reviewing possible deductions for maximum tax advantages
  • And more…

We can help you identify and avoid common mistakes that many new businesses make and when you are ready, we can help you grow with our other financial management services.

Grow or Revive Your Business with Our CFO Services

When you are ready to grow your business, you might be looking for the expertise of a CFO but might not be ready to hire one full time yet. That’s where our Interim CFO services can fill the gap for you.  We meet with you, develop goals and strategies for growth together, determine your needs and put together a plan to get your business on track. The same applies for a business that might be struggling and needing a plan to get back on their feet. Take a peek at a few of the things our CFO Services include.

Cash Flow Management – Cash flow management makes it possible for you to know how much money is coming in and going out of your business and is an essential part of your business’ finances.  It can help spot trends, pinpoint problems, predict when, where and how cash needs will occur, and forecast how much money will be available in the future allowing you to develop cash strategies to meet your business needs.

Break-even Analysis for Small Businesses – A break-even analysis tells you when your business is expected to be able cover expenses and is useful throughout the stages of your business. Understanding what is necessary to keep your business going and make money is especially vital in the startup phase but can also help you take next steps in the growth of your business.

Budgeting & Forecasting– Having a budget for your business is essential, not just to help you control your operating costs and spending, but to give you a clear view into the resources that will need to be allocated for a given period of time. When you add forecasting to the mix, you can provide a realistic projection of the company’s financial state helping to successfully plan for the future.

Labor Cost Management– Labor costs are often a significant part of a small business budget, and it’s important to be aware of your payroll costs. Evaluating your labor costs can help you manage what is likely one of your largest expenditures helping you to know things like whether you are overstaffed or understaffed, whether or not you can give raises and other personnel questions you may have.

Long Range Business Planning–  Building a long range plan for your business encourages you to develop the prioritzaton of your goals and provides you with a roadmap of where you want to be and the milestones along the way.

And More…

Our CFO services can give you a clear picture of what’s happening with your business finances, help determine goals to hit to be successful, and plan a strategy to meet those goals.

Buy or Sell Your Business

Whether you are considering purchasing a business or wanting to sell your business, we can guide and advise you through the process. In both types of transactions, similar information is reviewed but from different perspectives and with different objectives in mind. We can help you navigate all those questions and issues that may come up including negotiations, risk management, exit strategies, profitability, agreements and more.

If you are purchasing a new business, you may benefit from our other services for new businesses  or our CFO services. We want to be your partner on your path to success.

If you intend to pass on your business to a family member or associate, planning for your succession is key to a smooth transition. The planning process can be emotional and it’s easy to overlook important details that need to be considered for a successful transfer. Let us walk you through the process—we’ll worry about all the details, so you don’t have to.

Ready to come in for an appointment?

Fill out the form below, give us a call at (541) 326-0993 or Email Us

You Can Also Use Our Schedule Calendar

Schedule an appointment with Brian online.

What our Clients are saying

Brian & Randy have been a pleasure to work with, they always go the extra mile to complete our taxes. I would highly recommend their services to anyone.

Barbara Clauson

Brian has been my CPA for the past three years. He is extremely knowledgeable, prompt, and goes above an beyond for all his clients. I now live in California, but have continued to work with Brian as he is simply the best. I am truly thankful for his personability and attention to detail as it has saved me time and stress, not to mention money. Without hesitation I would reccommend Brian and his partner Randy!

Rhiannon Dickison

We provide accounting services for individuals and businesses in Medford, Ashland, Jacksonville, White City, Phoenix, Talent, Central Point and Eagle Point.