Advisory Services

No matter the size of your business, running it is no small feat.  From situational troubleshooting to using the right data to build meaningful management reports to thoughtful strategic planning, William P Brandt has the business advisory experience that scores of privately-held and nonprofit businesses and other industries rely upon.

At William P Brandt, CPA our professionals go a step further to advance your business and guide your management team.  Our business advisors get to know your organization, your system and your people over time, ensuring you get advice and strategies specifically geared toward your needs.  Whether you need strategic planning, comprehensive budgets and forecasts, calculations of your business’s true value or assistance with tax planning, we bring all these services under one roof for continuity and a comprehensive approach to:

• Business plans, start-ups & valuations

• Financing/refinancing assistance

• Forecasts and projections

• Organizational surveys

• Facilitation of management/shareholders/board meetings

• Personnel relations

• Purchase or sale of business

• Strategic planning

• Technical training

We’ll also help you discover opportunities to enhance your business through issues and solutions such as performing short- and long-term budgeting, developing flash reports, or financing and management growth.

William P Brandt, CPA also offers comprehensive Compilation & Review, Tax Compliance & Planning, Business Valuation, Bookkeeping, Payroll & Employment Tax Compliance, and Accounting Software Support services to help you make more informed business decisions.