Business Consulting

Sometimes, it’s hard to see the forest through the trees. This often rings true with businesses. Staying ahead of the task at hand often eclipses a business’s ability to make important and thought-out choices. 

Our team of CPAs has decades of experience working with all-sized entities on decisions that influence the future of their business.  We can provide immediate input and assistance to succeed in the current business climate by providing professional expertise and hands-on collaboration with your staff.

“It’s rewarding to be a part of my clients’ journey, helping them not only understand the financial aspects of their business but also finding ways to make their day-to-day operations smoother and more efficient.”
— Annie Zahner, CPA Director, Business Services

Consulting for All Business Stages

We have in-depth technical knowledge of a business’s financial needs, no matter the stage of maturity. We can be present for new business planning, anticipate the impact that changes like corporate restructuring or new product rollout can have on other areas of your business, and help set the stage for succession planning.

Start-Up Consulting Services

Our team works with bootstrap to venture capital-funded new businesses before and during their initial stages. We offer:

Business Plan Development

  • Cash Flow Forecasting

  • Profitability Analysis

  • Budget Preparation and Long-Term Planning

Ongoing Assistance

Once your business is up and running, we can help with the following services.

Procedures and Quality Control

  • Benchmarking Strategies

  • Tax Savings Strategies

  • Risk Management/Insurance Planning

  • Business Owner Contingency Plans

Succession Planning

You’ve worked hard to get your business to the next level. Let us assist with the details so nothing is left to chance. We are experts at:

  • Exit and Succession Plans

  • Mergers and Acquisitions

  • Due Diligence for Buyers and Sellers

  • Post-Sale Transition Planning

Consulting services that we provide business owners, investors, and key personnel include:

  • Consulting on Personal Financial Impact from Business Activities

  • Cybersecurity consulting

  • Business processes development

  • Personal and Business Cashflow Needs Assessment

  • Charitable Gifting Plans

  • Estate, Gift, and Trust Planning and Preparation

  • Tax and Estate Plans for Business Owners

  • Wealth Succession Planning

Contact us today to learn how Prosper CPAs can help your business prosper