Advisory

Accounting Services

We are committed to providing financial information to our clients in a timely and accurate manner. Our firm provides a full range of cost-effective accounting services:

  • Accounting system setup
  • Bookkeeping services (monthly, quarterly, and yearly)
  • Business management
  • QuickBooks troubleshooting and support by QuickBooks-certified Pro Advisors 
  • Cash flow analysis
  • Budgeting and forecasting
  • State and local tax compliance
  • Outsourced CFO services

Business Succession Planning

Business succession planning is integral to the future of your business.  The process of transitioning your business to your successors is critical in ensuring its continued success. We can help you assess the complexities of business continuation and develop a strategically sound plan.

Buying & Selling a Business

Deciding the structure for the purchase or sale of a business is a critical step in the process. We can guide you through the acquisition/disposition steps by addressing a variety of issues, including cash flow analysis and tax considerations.

Cash Flow and Budgeting Analysis

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

Financial Forecast & Projections

Forecasting is a necessity when maintaining or improving your operations. From simple projections to complex financial modeling, our experienced staff can assist you in assessing your operations and strategic choices.

Financing Transactions Advisory

Financing plays an important role in the life of most businesses and is integral to the structure of any merger or acquisition. The gish SEIDEN Advisory team can provide information to assist you in deciding how you approach financing to help support expansion, recapitalization, equipment purchases, or a merger or acquisition. Additionally, our tax professionals will discuss any tax implications and related business entity strategies. We advise on the 3 C’s:

  • Cash Flow
  • Capital
  • Credit Capacity

QuickBooks Software Implementation and Technical Support

We have QuickBooks Pro Advisors on staff who are ready to help you. We have provided technical support and training for many of our clients who desire to utilize their QuickBooks data more efficiently and effectively.

Retirement Planning

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs, etc.) can provide significant tax advantages for businesses and self-employed individuals. We can assist you in evaluating the type of pension plan that will best serve you and your employees’ retirement goals.