{"id":317,"date":"2019-10-31T06:44:46","date_gmt":"2019-10-31T06:44:46","guid":{"rendered":"https:\/\/www.theaccountancy.com\/?page_id=317"},"modified":"2022-01-04T17:03:47","modified_gmt":"2022-01-05T01:03:47","slug":"advisory-services","status":"publish","type":"page","link":"https:\/\/www.theaccountancy.com\/what-we-do\/advisory-services\/","title":{"rendered":"Advisory Services"},"content":{"rendered":"

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items h-900″][qode_elements_holder_item cover=”yes” vertical_alignment=”top” advanced_animations=”no” background_image=”1773″ item_padding=”0px 0px 150px 0px” custom_class=”floating-bg-top” item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”bottom” advanced_animations=”no” item_padding=”100px 100px 0px 100px” item_padding_600_768=”10px 30px 0px” item_padding_480_600=”10px 30px 0px” item_padding_480=”10px 30px 0px”][vc_column_text el_class=”advisory-services w-615 e-centered” css=”.vc_custom_1576732135944{padding-bottom: 100px !important;}”]<\/p>\n

Advisory Services<\/p>\n

As your trusted advisors, we are engaged and connected with your financial life.<\/h1>\n

When it comes to making informed decisions about important personal and professional choices such as estate and succession planning, there\u2019s no one better suited than your team at The Accountancy. In addition, we are a valuable resource for wealth management, valuation services and business support.<\/p>\n

When you work with The Accountancy, you benefit from the expertise of our entire team. If you have a question, call us first. We\u2019re confident that the professionals at our firm can help you find the information you\u2019re seeking.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” background_image=”322″ el_class=”h-400″][vc_column][vc_empty_space height=”100px”][vc_column_text el_class=”text-white”]<\/p>\n

Our collaborative approach means that you enjoy input from experts in such advisory services as:<\/h2>\n

[\/vc_column_text][vc_empty_space height=”100px”][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”328″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”150px 100px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text]<\/p>\n

Financial Planning<\/h1>\n

Retirement planning, estate planning, charitable planning, tax planning. All of these endeavors are inextricably linked. Because we are aware of our clients\u2019 financial big picture, we are able to guide decisions that work well in all of these realms. Note that we are not investment experts at The Accountancy, but in our model of collaborative advice, if you are looking for investment and wealth management services, we are happy to connect you with our partner affiliates and strategic allies at Bridge Advisory<\/a><\/span>.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”326″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”190px 100px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text]<\/p>\n

Succession Planning<\/h2>\n

It\u2019s often difficult to imagine your company without you. But a good succession plan lets owners get the most from the business they\u2019ve worked so hard to build. We\u2019ve helped countless clients determine their next steps in terms of company ownership and management. Our team can suggest options and facilitate a tax-friendly, seamless transfer to partners, employees, and family members or outside buyers.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”2180″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”95px 100px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text]<\/p>\n

Family + Privately Held Business Services<\/h2>\n

We understand the challenges of running a privately held business because The Accountancy is<\/u>\u00a0a privately held business. We recognize that financial, estate and succession planning is heightened when family members are involved. Our skilled advisors can provide direction and share best practices based on years of experience serving other, similar companies.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=”” background_image=”332″][vc_column width=”2\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][vc_empty_space height=”100px”][vc_column_text el_class=”text-white”]<\/p>\n

Internal Financial Statement Preparation<\/h1>\n

An audit is the highest level of financial statement service. While privately held companies are not legally required to have audited financial statements, some lenders require audited financial statements in their loan covenants, or there may be other reasons why you may need audited financials.<\/p>\n

To perform an audit, the CPA follows a rigorous process to observe, test and confirm that the company\u2019s financial statements are free from material misstatement and conform with Generally Accepted Accounting Principles (GAAP).<\/p>\n

FOR FAMILIES THAT NEED BOOKKEEPING OR OTHER TYPES OF CLERICAL SUPPORT, WE ALSO PROVIDE FAMILY OFFICE SERVICES.<\/p>\n

[\/vc_column_text][vc_empty_space height=”100px”][\/vc_column][vc_column width=”1\/3″ offset=”vc_hidden-lg vc_hidden-md vc_hidden-sm vc_hidden-xs”][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”336″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”200px 100px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text]<\/p>\n

Litigation Support<\/h1>\n

Expert witness testimony, fraud examination, forensic evaluations, and calculations of damages are just a few of the litigation support services The Accountancy provides. Clients and their attorneys know that our impeccable reputation adds credibility to our findings.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”2176″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”180px 100px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text]<\/p>\n

Valuation<\/h1>\n

If you\u2019re buying or selling a business, or need a valuation in the context of a divorce, shareholder dispute, buy-sell agreement, estate plan or tax matter, count on us for an objective, defensible opinion. Our credentialed, experienced valuation team will work with you to determine the level of valuation service that is appropriate for your circumstances, and which valuation methodologies best suit your needs.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items h-900″][qode_elements_holder_item cover=”yes” advanced_animations=”no” background_image=”2178″ item_padding_600_768=”300px 0px 0px” item_padding_480_600=”300px 0px 0px” item_padding_480=”300px 0px 0px”][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” item_padding=”200px 100px” item_padding_600_768=”60px 30px 200px” item_padding_480_600=”60px 30px 200px” item_padding_480=”60px 30px 200px”][vc_column_text]<\/p>\n

IT Consulting<\/h1>\n

We can help you configure your entire financial function, design your accounting or inventory management system or assist in structuring the right chart of accounts for your bookkeeping software. Our affiliation with Datastream<\/a><\/span> offers clients IT support and management, voice and broadband communications, cloud computing and data backup.[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”one_column”][qode_elements_holder_item vertical_alignment=”middle” advanced_animations=”no” background_color=”#333333″ item_padding=”100px 250px” item_padding_600_768=”60px 30px” item_padding_480_600=”60px 30px” item_padding_480=”60px 30px”][vc_column_text el_class=”text-white”]<\/p>\n

Looking for fresh ideas when it
\ncomes to advisory services?<\/h1>\n

Just call us at 818-547-5701<\/a><\/span>, or contact:<\/p>\n

[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][qode_elements_holder background_color=”#333333″ number_of_columns=”two_columns”][qode_elements_holder_item advanced_animations=”no” item_padding=”0px 120px 100px 300px” item_padding_600_768=”0px 50px” item_padding_480_600=”0px 50px” item_padding_480=”0px 50px” item_padding_1024_1280=”0px 50px 100px 100px” item_padding_768_1024=”0px 50px 100px 50px” custom_class=”profile-card”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner][vc_single_image image=”1238″ img_size=”full” alignment=”center” onclick=”custom_link” qode_css_animation=”” el_class=”sb-purple-top-right” link=”https:\/\/www.theaccountancy.com\/who-we-are\/our-team\/john-sadd\/”][\/vc_column_inner][\/vc_row_inner][vc_empty_space][vc_column_text el_class=”centered-items”]<\/p>\n

John L. Sadd, Jr.<\/a><\/span><\/h4>\n

[\/vc_column_text][vc_column_text el_class=”text-white centered-items”]Senior Partner
\n(818) 547-5701 ext. 342<\/a><\/span>
\nJohnS@theaccountancy.com<\/a><\/span>[\/vc_column_text][\/qode_elements_holder_item][qode_elements_holder_item advanced_animations=”no” item_padding=”0px 300px 100px 120px” item_padding_600_768=”50px” item_padding_480_600=”50px” item_padding_480=”50px” item_padding_1024_1280=”0px 100px 100px 50px” item_padding_768_1024=”0px 50px 100px 50px” custom_class=”profile-card”][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner][vc_single_image image=”1137″ img_size=”full” alignment=”center” onclick=”custom_link” qode_css_animation=”” el_class=”sb-purple-top-right” link=”https:\/\/www.theaccountancy.com\/who-we-are\/our-team\/argin-mahmoodi-2\/”][\/vc_column_inner][\/vc_row_inner][vc_empty_space][vc_column_text el_class=”centered-items”]<\/p>\n

Argin Mahmoodi<\/a><\/span><\/h4>\n

[\/vc_column_text][vc_column_text el_class=”text-white centered-items”]Partner
\n(818) 547-5701 ext. 351<\/a><\/span>
\nArgin@theaccountancy.com<\/a><\/span>[\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”grid” angled_section=”no” text_align=”center” background_image_as_pattern=”without_pattern” z_index=”” background_image=”344″][vc_column][vc_empty_space height=”95px”][vc_column_text el_class=”text-white”]<\/p>\n

How can we help you?<\/h1>\n

Find out more about our collaborative advisory services.<\/p>\n

[\/vc_column_text][vc_empty_space]GET STARTED<\/a>[vc_empty_space height=”95px”][vc_empty_space height=”55px” el_class=”mobile-only”][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

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