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Business Advisory Services

Business Advisory Services

We support clients on a full-service basis. Our business advisory services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of advisory services and consider the items that meet your needs.

  • Entity selection
  • Financial Forecasting
  • Cash Flow & Budgeting Analysis
  • Start-up Company Planning
  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Management and control systems review
  • Strategic planning
  • Succession Planning

Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Modern CPAs, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Our Specialties

  • Real Estate Professionals

    We are dedicated to helping professionals in the real estate industry build a profitable enterprise. Our firm has earned an excellent reputation working with...

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  • Contractors

    For many individuals who make their living as contractors, it often becomes clear that managing finances and taxes can be a full-time endeavor in and of itself—not to mention the time needed to keep up with the impact that being self-employed can have on their personal finances. Our firm can help...

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  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

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  • Women-Owned Businesses

    As a small business owned and managed by a woman, Heit CPA & Associates is the perfect partner for women-owned businesses in many industries. Our firm has a wealth of experience...

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