What business support and accounting services does a successful business need?
Short answer: That depends.
Every business has unique needs. And every phase of business development creates unique situations. Is your accounting firm providing the support you need TODAY? Most firms take a cookie-cutter approach to their service offerings. At Comprehensive Business Partners, we understand that running a business is a complex and ever-changing set of responsibilities. The business support and accounting services you need today won’t be the same as what you need next year – or even next week.
Our partners, Kevin Halligan and Toby Browne, are committed to providing you the support you need NOW. Need capital to grow your business? We can help you find and secure it. Need temporary or long-term controllership support? We’re here for you for as long as you need us. Got a Quickbooks problem that’s frustrating you? Our certified Quickbooks experts can give you and your staff the training you need to be efficient and effective with the software.
Take a look at the service descriptions below to learn more about our expertise. Then give us a call. We’ll be with you every step of the way – in just the way you need us to be.
There was a time when people relied on their bankers for advice on just about any aspect of their businesses. Bankers and accountants were your financial advisors. If you’re looking for that kind of relationship, turn to Comprehensive Business Partners. Our team of experienced accountants and bankers can provide you with the help and advice you need to navigate your finances.
You need to raise capital to grow your business. Unfortunately, most companies that fail do so because of their debt. Our team can help you structure your loans in a way that works for your lender AND for you.
Acquisition of capital
Let Comprehensive Business Partners help you determine the amount of capital you’ll need to move forward. Then, our team can help you build an investor pitch that will attract the right investors for your business. We’ll research lenders and investors to find the package that’s right for you and recommend the best path to long- and short-term success.
Let our experts do the time-consuming research and negotiation. We’ll find a loan package with the best rate and terms for your situation.
Banks have lots of options for managing your cash. Sweep accounts, swap accounts, purchasing cards – it can be hard to know which ones are right for you. Let us help.
Market fluctuations happen to every business. The key to surviving them is having a solid plan in place BEFORE they happen. Comprehensive Business Partners can help you analyze your staffing, equipment, space and other factors that impact productivity and profitability. We’ll help you build the plan and we’ll be there with you when it’s time to execute it.
Loan agreements are complicated. Lenders build in covenants that can have unforeseen consequences down the road. Let us help you understand those covenants and negotiate ones that work for your business.
Special Asset Coordination
If you’re a banker, our experienced finance team can help your bank move their special asset cases forward more quickly. Our team knows what you need to move these cases to resolution. They will work with your clients to move them toward your benchmarks or find another institution that’s a better fit for their financial situation.
If you’re a business owner whose bank has moved your loan to their special assets department, CBP can help you move toward the benchmarks your bank has set for you. Or, we can help you find a new institution that’s a better fit for your financial situation.
You hire a personal financial advisor to help you manage your personal financial resources and plan for the future. Do you have the same kind of support for your business? If your business isn’t creating revenue, your personal financial resources won’t have a future to plan for. Let Comprehensive Business Partners be your business financial advisor. We have the experience and expertise to help you with everything from start up to exit strategies and everything in-between.
Business Plan Development
Businesses that are built right survive. From concept to design to funding, planning matters. Comprehensive Business Partners can help you build a solid business plan. Then, we’ll help you get the financing and resources you need to make the plan a reality.
Your company is surviving, but where is it going? What are your goals? Can you survive a downturn? As your business evolves, look to CBP to help you answer these questions and more.
Acquisition of capital
Every business needs capital to grow. Our team has the relationships and skills to help you find the capital you need. We understand how to structure the deals to attract investors while protecting you.
Our banking background means we know what lenders focus on. We know how to tell your story through your financial statements in a way that creates positive results.
We work with you and your team to model outcomes of business decisions you’re considering. You’ll gain a good understanding of what could happen so you can make better plans and establish contingencies ahead of time.
As an accounting-based business advisor, we are uniquely positioned to help you navigate change. We can help with transition projects like:
- Succession planning
- Partner buy-ins and buy-outs
- Mergers and acquisitions
- Estate planning
- Exit strategies
Whether long-term or temporary, Comprehensive Business Partners can help you manage your assets in whatever capacity you need.
Our accounting team has been providing accounting and audit services for more than 40 years. That means we have the experience and expertise you need to position your business for success. Our financial reporting services include:
Preparation of Financial Statements
Compilation and review of Financial Statements
Certified Audits of Financial statements
Certified Audits of Retirement (401K) Plans
Most tax preparers don’t take the time to understand your goals and unique challenges when they look at your taxes. Our experienced CPAs and IRS-Enrolled Agents know how to help you retain your profits by minimizing your tax liability. They have an in-depth understanding of tax rules affecting all types and sizes of businesses, estates and trusts. Services include:
Tax Planning and return preparation – Business and individual
Estate, Gift & Trust Tax Planning and return Preparation
IRS and state tax audit representation
Aircraft Ownership – Aviation tax planning and consultation
Is your finance team struggling to keep up with payroll processing and General Ledger entries? Is Quickbooks working for you or against you? Comprehensive Business Partners can help. Our experienced team can manage all financial functions including