Business and Financial Consulting
Owning a business can feel like a lonely endeavor sometimes. Whether you’re a mid-sized-and-growing company or someone with a good idea but little prior experience, it’s helpful to have a partner to share concerns and provide sound advice. Robertson & Associates, CPAs is proud to be that partner for many business owners, providing business and financial consulting services throughout Lake County and Mendocino County..
We work with a broad range of industries, including consumer-based businesses and professional service providers. Our extensive experience in every facet of business and financial consulting helps our clients get their businesses off to a great start, establish the right operational systems, develop and maintain sound financial practices, maximize profits, and plan for strategic growth. We often serve as a sounding board for clients, giving them an opportunity to bounce ideas off someone who can provide knowledgeable insights and advice.
If you could use a Lake County CPA firm with solid experience and a commitment to integrity and professionalism, give us a call at 707-263-9012 (Lakeport) or 707-468-5711 (Ukiah). We’re ready to go to work for you.
Our business and financial consulting services include:
- Strategic planning
- Process improvement
- Comprehensive tax planning
- Budgeting, cash flow analysis and profit/cost projections
- Debt restructuring
- Estate and trust planning
- Management and operations review
- Incorporation and advice on selecting the best entity for your business