Consulting Services
Project-Based Consulting Services
"Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime." - Lao Tzu​
Collins CPA Group, PLLC, in partnership with you, will define the purpose of the consulting engagement and outline project-based deliverables. Our goal is to facilitate your success as an individual, small business, or non-profit. The consulting engagements we offer are:
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Financial Business Planning & Analysis
We perform trend analyses, ​​develop​
Key Performance Indicators (KPIs), budgets and forecasts.
Individual Bank
Financing
We help you draft Pro-formas and executive summaries, including personal financial information for loan applications.
New Business Formation
We advise you on various business formation options, and the factors to consider incl. taxation of profits, admin cost, complexity, and risk exposure.
Financial Software Implementation
We discuss your needs for financial software, identify a solution, and create a roadmap to implementation.
Nonprofit Financial
Reporting
We review current financial reporting processes and make recommendations to improve the processes as needed.
Business Process Improvement
We develop internal controls and workflows, then identify staffing needs to implement and maintain the improved business processes.
Cost Reduction Analysis
We investigate potential cost savings using technology solutions, automating processes, negotiating with vendors, and potential outsourcing.
Training & Guidance
​We provide training and/or guidance on finance and accounting needs for your small business or nonprofit.
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Risk Mitigation
We perform internal control analysis specific to processes in financial data capture, storage, and reporting.