Business Advisory Services

A CPA’s Perspective on Your Next Move

Running a business means making decisions with incomplete information: hiring, pricing, expanding, borrowing, even selling. Botwinick & Botwinick, CPAs PC offers advisory services that put your financial data to work, so those decisions rest on more than instinct.

Areas We Can Help With

• Building a business plan, budget or cash flow forecast
• Comparing actual results with your goals and finding the reasons for differences
• Evaluating whether a purchase, hire or new location makes financial sense
• Reviewing pricing and profit margins
• Thinking through ownership changes, succession and exit options

Planning Built on Your Real Numbers

Advice is most useful when it starts from accurate records. If your books are current, we can work directly from them. If they are not, we can help bring them up to date first through our bookkeeping or small business accounting services.

A Regular Sounding Board

Some clients want a one-time plan. Others prefer a periodic meeting to review results and talk through what is ahead. We will shape the arrangement around what you actually need.

Where Advisory Meets Tax and Financing

Business decisions almost always have tax consequences, so we look at both together. Our tax planning service can help you understand the effect of a decision before you make it, and our bank financing assistance can help if the plan calls for borrowing.

If you are just starting out, see new business formation. Owners in hospitality, law firms and real estate can also read about the issues specific to their industries.

Questions We Often Hear

• Can we afford to hire, and when?
• Why is the business busy but cash still tight?
• Is it the right time to expand, borrow or bring in a partner?