What We Do
Business Consulting
The Company provides consulting services for business plan preparation, small business
analysis, and loan/investor packaging, and company re-engineering. Clients will have their
businesses reviewed according to the following outline
OVERVIEW OF BUSINESS OPERATION/START
- Ownership Information.
- Management Information.
- Business/Industry Information.
- Capital Needs Information.
FINANCIAL ANALYSIS OF OPERATIONS/START
- Cash Flow Analysis
- Income Statements
- Balance Sheet
- Source and Use of Funds
- Rates of Return
COLLATION & PRESENTATION
- Executive Summary
- Description of Business
- Summary of Proposed Marketing Method(s)
- Summary of Financial Proformas
- Statement of Objectives
- Background of Principals and Business
- Operations Plan
- Selling Tactics
- Technical Description of Product/Service
- Summary and Conclusions
- Supporting Data
Tax Planning and Preparation
The Company offers tax planning services throughout the year. Compsultants Company specializes in multiple year preparation of tax returns. Have a late filing problem -- no problem for us!
Tax planning services are focused using the following checklist.
- CLIENT OVERVIEW
- Client Profile.
- Review of Three Years Returns.
- Collect supporting documents.
ANALYSIS OF CURRENT TAX SITUATION
- Tax Research
- Constructing "What If" Returns.
PRESENTATION
- Written Report with Assumptions/Findings.
- Review with Client
- Rework after Client Review
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Last Updated March 6, 1999 by David L. Montgomery