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Management Consulting

Cash Flow and Budgeting Analysis

To a business entity, cash flow is something that can make or break the business’ ability to survive. Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Arati Patel & Associates can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balanced plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Arati Patel & Associates combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you’re buying, selling, or considering a potential merger, Arati Patel & Associates can provide professional know-how to help you successfully structure and negotiate the deal. Arati Patel & Associates employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Banking Relationships and Financing options

Whether your needs are corporate or personal, Arati Patel & Associates’ professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Arati Patel & Associates can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs. In addition to helping you start the recording of your Company’s financial performance out on the right foot with accurate and relevant information from the start, we can also assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

New business Start-Up Package

The New Business Start-up Package includes:

  • Assistance with Entity Selection
  • Customized Chart of Accounts
  • Accounting Software set-up & support
  • Record opening balances
  • Training session on Accounting Software and Double Entry Accounting (i.e., journal entries)

We’ll also share tips and tricks to automate and help lessen the amount of paperwork and time you spend each week / month doing your bookkeeping, so that you can spend more time growing your business and have more quality time with your family.

Request further Information for our Management Consulting Services by sending us an email: info@araticpa.com

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