BUSINESS CONSULTING PACKAGES

CONCIERGE CONSULTING

Whether you have owned and operated a small business for years or are just beginning your company, hiring our business consultants to partner with you could be your ideal solution. Our Concierge Consulting service allows business owners to set goals, resolve issues, and understand their financial position, results of operations, and cash flow. That way you can get back to the job of running your business and generating profits. Our primary goal is to improve your overall effectiveness and to expand clarity on your financial information. Time management is essential if you want to win in the fast lane.

What is included in the Concierge Consulting package?

• Agenda-driven Quarterly Meetings to resolve issues, set goals, and create solutions

• One 15-minute check-in call a month

START-UP CONSULTING

This package encompasses the entire stream of activities necessary to allow an entrepreneur to successfully implement and execute functionality in order to grow a strong business structure that allows for future development and a well-planned succession program.

What is included in the Start-Up Consulting Package?

• Four detailed meetings that cover all the critical aspects of launching a successful business and setting a strong foundation for sustained growth. During these meetings, our expert consultants will guide you through essential topics such as walking through the business plan, covering entity structure and the operating agreement, establishing and reviewing the company’s chart of accounts, addressing infrastructure needs, and implementing effective reporting, among other vital areas.

• Unlimited Phone Calls - For questions that do not require research or further action

QUARTERLY CLOSE PROCESS

Understand your financial direction by managing your business one quarter at a time. Through a partnership approach, Cooper CPA Group helps business owners utilize their financial information to make timely decisions and provide insights into their current financial position, historical performance, and future direction.

What is included during the Quarterly Close Process?

• Create quarter-ended financial statements that are properly reconciled, adjusted, and supported by solid assumptions

• Have a two-hour strategy meeting to discuss the financial position and results of operations at the end of each quarter

  • Quantifiable goals will be set for the upcoming quarter

  • Discuss and resolve relevant issues that affect the financial performance of the company

  • Review the company’s financial trends and identify exceptions that should be resolved in the upcoming quarter

  • Conduct ongoing tax planning to have an awareness of your tax position and create strategies to minimize taxes

  • Prepare a simple calculation of value to measure company growth