Advisory Services
HOME / Advisory Services
Advisory Services
We will help you identify and eliminate mundane tasks so you can focus on growing your business. Let us empower your decision-making through outsourced accounting and financial advisory services. In addition to closely held businesses, we specialize in serving customers in healthcare, construction, hospitality, manufacturing, and real estate. We build strong relationships with our clients by customizing our services to their unique needs.
Business Formations
We will advise in determining which business entity and structure is appropriate for your needs
- Sole proprietorships
- Single member LLC
- Partnerships (Multi Member LLC )
- "C" Corporations
- Professional Corporations (P.C.)
- "S" Corporation
- Estates and Trusts
We will prepare and submit your articles of incorporation and/or certificate of formation to the secretary of state.
We will prepare and file your applications with the IRS to obtain your federal employer identification number (EIN#).
We will register your new business for federal and state corporate income tax, payroll tax, sales tax and even local tax (if applicable).
We will prepare, file, and maintain your annual report filing with the secretary of state each year
Growing your business
- Business Plans: We will assist you in writing and put into action your new business plan
- Sourcing Capital: We can assist you with finding the right bank or private lending group through our extensive network of local and regional banks and loan funding companies
- Cash Flow & Budgeting: We will assist you in developing your first and maintaining the annual budget process
- Merger and Acquisition advisory and due diligence support. Sometimes buying a competitor or supplier is the right move to get your business to the next level. We will assist you in identifying and making a deal that’s right for you
CFO, Controllership
Get the expertise and support of a seasoned CPA without the cost. We are routinely hired by clients who just need an advisor on site or for dedicated times during the year to complete a crucial business function they are not adequately staffed for. Long-term or temporary engagements are available remote or on-site. We can provide your business with the day-to-day services a full-time controller would provide through our controllership experts.
Controllers from Halcyon will provide:
- G.A.A.P. compliance financial statements
- General ledger analysis
- Inventory and cost of goods sold allocations
- Intercompany account reconciliations
- month end close support and account reconciliation
- budget-to-actual reporting
- high-level consulting and analyses
- predictions, projections, analyses and more
- assist and support management decisions
Business Succession Planning
When retirement is on the horizon, we will assist in identifying key employees or outside third parties as successors. We will advise you on proven strategies to keep the business running smoothly while getting you the most tax-advantageous compensation.
Halcyon is here to guide you through these complex decisions, making sure your best interest is always in mind and that you are prepared for anything.