Business Consulting

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Business Consulting Services in Rockland County

With the business acumen and experience that comes from years of serving as accounting and tax experts, the professional advisors at Steven R. Katz & Company, CPA PC are uniquely positioned to help our clients get the most out of their resources and increase their efficiency. We create client value through services for establishing a strategic direction, performing financial planning, making tax efficient decisions, and creating an effective internal control environment.

Strategic Decisions - We help our clients plan for business success by understanding their goals and working with them to create executable strategies with specific, measurable objectives.

  • Our clients have found us to be an excellent sounding board in exploring strategic options for taking the desired next steps in their business journey.
  • Once that direction is determined, we have the skill sets to prepare a strategic plan that aides our client clarify their direction, and ensures leaders and investors share a common view of that direction.
  • From helping with the formation of new ventures, growing through acquisition, raise funds by selling all or a part of their business, or lease/buy specific assets, we help our clients use a data­ driven process to execute their strategy.

Financial Planning - We are especially qualified to assist with critical tactical steps in data driven strategic execution.

  • We offer services geared towards external financing such as developing financial forecasts, evaluating financing proposals, providing transaction related valuation services, and assisting in preparing presentations to prospective lenders and investors.
  • We also create value through internally focused strategic execution such as overseeing the preparation of budgets, improving working capital management, developing improved management systems, planning for succession, and evaluating benefit plans.

Tax Efficient Operations and Transactions - We help our clients develop and implement tax strategies to achieve their business goals with the minimal tax impact.

  • Our experience creates value in all stages of the business lifecycle, from selecting the appropriate type of entity for a new venture, evaluating investment, expansion, and diversification opportunities, and providing financial and tax advice for the purchase, sale, or merger of a business.
  • Other areas where clients have found tax planning to have an impact include dealing with health care reform requirements, compensation strategies for company executives, and evaluation of business accounting methods.

Internal Control Effectiveness and Efficiency - We offer services that help our clients keep better track of their assets and liabilities and make their daily activities more efficient and profitable. We work closely with our clients to evaluate the internal controls over critical business processes and then establish work flows and checkpoints that enhance processes and improve control efficiency. Our clients have found that these services provide practical solutions that improve their ability to meet their long-term growth and profitability goals.

Schedule a Consultation

Contact the office of Steven R. Katz & Company, CPA PC today to see how our business acumen and experience can help you realize your business’s goals. We are easily accessible to the towns of Clarkstown, Haverstraw, Orangetown, Ramapo and Stony Point and throughout the counties of Rockland, Bergen, Orange and Westchester.