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Financial Consulting Firms Nyc


there are companies that we work witheveryday you know who went from start up to national distribution within two years, some within ten yearsbut they are all going to go through an evolution of growth in different needs to help themget to where they are heading and what we do is as an example i have client that i've worked with for aboutseven years now they reached national distribution in aboutfive years and what happens on the first couple of years working with them

it was more about structure you know what the ownershipstructure should be what are the capital needs of the companygoing to be to get us to a break even point and ultimately profitability what are the points of distribution thatwe need to get to? what are the costs involved in that was the marketingdollars that are gonna be required? so was very much about planning to builda foundation about what was going to be needed to get off of stage one stage two they really start to get past thebreak even point a few years later

now becomes more okay tax planning because now you're generatingtaxable income so how can we best do that to obtain tax efficiency growing needs of the company, addinginfrastructure controller finally not relying as much on bookkeepers and us as outsideaccountants to make sure the books are right now it's i need a controller in-house to helpme get to where i want to get to being very big part of that helping them analyze the business andget to that stage of having formal

financial statements and then the next stage once they reach national growth now that's a whole national distribution excuse me it'sit's a whole different ballgame has now there are twenty five, thirty, thirty fivemillion dollar company with dozens of employees and different pulls in needs and budgeting becomes so important to so now it's cash-flow projections on a monthly basis and it's p & lprojections on a monthly basis that are constantly breathing and living and being adjusted as we go



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