Our Services
SERVING THE BUSINESS COMMUNITY
Cardinal Business Advisors
We want to be your partner, consultant, and advisory team for your tax planning and business growth strategy.
Although we serve many types of business, we specialize in serving clients in these industries.
- Manufacturing
- Professional Services
- Contractors
OUR SERVICES
BUSINESS ACCOUNTING & TAX SERVICES
We prepare tax returns for many kinds of business. Compliance reporting is something every businesses needs done and needs done correctly. Let us optimize your unique tax situation.
If you are getting your tax return in mid-April or mid-October with a surprise amount due, it might be time to take action. We push to meet with business owners both mid-year and after the 3rd quarter to go over plans, options and outcomes.
We make outsourcing your bookkeeping, payroll and other accounting services affordable by using technology that eliminates much of the mundane data entry. This allows us to manage by exceptions while insuring the numbers are right, meaningful and useful.
Cash flow and profitability are not always in sync, especially if your business is growing, uses inventory or allows customers 30 days to pay. Being able to project low points in cash flow will ensure the widest range of options when that time does come. We can help develop a system that allows you to take your cash management to a whole new level, or we can manage this process for you.
ADVISORY SERVICES FOR BUSINESS
Business Acquisition Analysis – Thinking about buying a business but having a hard time understanding all the numbers the seller and banker are sending your way. We can help make sense of this and give you the information you need to make an informed decision.
Selling a business often requires several tax considerations. Our skillful planning will help you optimize your tax strategies when you are ready to sell your business.
Succession planning is the process of identifying the critical positions in your company or organization. We help you develop action plans for individuals to assume those positions.
There is actually only one sure thing in business: owners exit their companies. Being intentional about this inevitability allows you to walk away on your terms. We can help develop, plan, implement and deliver your desired outcomes.
We’ll walk you through the steps to see if an LLC or corporation makes more sense for your business.
Growth by Acquisition – Growing your business by acquiring another business can be a great strategy, but knowing when, who, why and how takes a focused strategy and a solid plan. Furthermore, the success of an acquisition is always in the transition, which again takes strategy and planning, but it also takes people. We can help during your business acquisition transition.
Business Advisory Services – Let our 45 years of collective experience help guide you from business formation and start-up, to an exit by sale, succession or retirement.