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Budgeting & Forecasting

So much about starting up a company and operating a business is about planning: planning budgets, planning for expansion and upgrades of equipment and software, planning for the unexpected, and adjusting those plans when the unexpected does indeed happen. Having a team of financially minded people on your side is essential for budgeting and forecasting. We are that team.

Call us when you need:

  • Cash flow analysis
  • Long range forecasting
  • Operational plans
  • Key Performance Indicators (KPIs)
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“Howard audited our books, advised us on taxes, and assisted in financial planning.  He was instrumental in advising us on selling the business. He put together the financial part of the presentation...
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Steve Cohen
Retired business owner
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