Consulting Services

Local Experts Providing Comprehensive

Business Consulting Services

White & Co. CPAs is your strategic business partner, offering year-round financial consultations to help you meet your business and financial goals. 

Our consultations focus on tax planning to minimize your tax burden, analysis of financial reports, and high-level financial decisions. Our goal is to put a plan in place based on your needs and goals and then execute on your behalf. We take the reins so you can focus on what you do best: running your business. 

Our Services

Our Business Consultation services include:

TAX PLANNING

Legally Manage Tax Burdens with Various Strategies Including – Business Structure, Retirement Plan and Real Estate Planning

FINANCIAL STATEMENT ANALYSIS

Study and Advice Relative to Financial Statements, Performance and Planning Analysis

BUSINESS STRUCTURE PLANNING

Analysis of Which Entity May be Appropriate for Your Business or Businesses with a Deep Understanding of Interaction of Entities Relative to Tax Law

BUSINESS ANALYTICS

Analysis of Business Metrics and Presentation of Analysis in Compilation Format

CASH FLOW PLANNING

Planning for Significant Financial Events, Determination of Most Efficient Financing for Business Ventures

BUSINESS PURCHASES

Analysis of Reasonability of Pricing of Business Purchase, Strategy and Planning for Business Ventures

BUSINESS SALES

Analysis of Reasonability of Pricing of Business Sale, Analysis of Tax Planning Options Related to Sale of Business or Real Estate

CORPORATE FINANCE SERVICES

Coordination of Buyer and Sellers’ Agents, Pitch Deck Services and Presentation Compilations

Our Process

At White & Co. CPAs, we believe the best service to our clients happens outside of tax season alone. Your business doesn’t stop, and neither do we.

Through years of experience with successful businesses, we have developed a process for engaging with our clients throughout the year — not only to ensure accuracy and compliance, but to ensure you are on the right track to meeting your financial and business goals.

Testimonials

COVID-19 Update:

We are continuing to meet with clients in a socially distant manner, as well as via Zoom conferences. Please let us know what you’re comfortable with and we will accommodate you.