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Financial Strategy & Planning

📌 Business financial forecasting & budgeting
📌 Cash flow management & working capital optimization
📌 Capital structure planning & fundraising strategies
📌 Mergers & acquisitions consulting

Accounting & Compliance

📌 Financial statement preparation & GAAP compliance
📌 Internal controls, audit readiness & risk management
📌 Optimizing accounting systems & reporting processes

Tax Planning & Optimization

📌 Strategic tax planning for businesses & individuals
📌 Entity structuring (LLC, S Corp, C Corp) for tax efficiency
📌 IRS audit defense & compliance advisory
📌 Maximizing deductions, credits & incentives

Operational Efficiency & Performance Monitoring

📌 Key Performance Indicators (KPIs) tracking
📌 Cost reduction & expense management strategies
📌 Profitability analysis & financial risk assessment

Exit Strategies & Wealth Management

📌 Business valuation & succession planning
📌 Estate & legacy planning
📌 Asset protection & tax-efficient wealth transfer