Advising the Advisors

Accounting and bookkeeping are vital parts of your practice. Don’t leave these important responsibilities to just anyone. Consider outsourcing your accounting to KPM. We offer turnkey support, including QuickBooks and Bill.com assistance.

Interested in determining the market value for the business you’ve worked so hard to build? If you’re considering selling or merging with another firm, we can independently appraise your assets and weigh industry factors for a realistic valuation.

Cost segregation studies can help your business increase cash flow, defer taxes, and claim missed depreciation deductions. Work with KPM to find out if your property qualifies for cost segregation and whether this strategy could lower your taxes.

Is your employee benefit plan cost-effective and well-managed? Does it meet U.S. Department of Labor requirements? We can audit your plan, advise on investment strategies, oversee regulatory compliance, or assist with reporting.

Financial statements offer a glimpse into your company’s well-being. They signal to banks, bonding authorities, and suitors that you follow Generally Accepted Accounting Principles. KPM can audit, review, and compile these vital reports.

Are you concerned an employee might be stealing from your company? Our team of forensic experts can investigate suspicious activity, pinpoint critical evidence, and help you implement safeguards to fortify your business against fraud.

Stability is key to providing good customer service. Are you doing enough to attract, retain, and advance quality employees? By auditing your HR processes, policies, and procedures, we can help strengthen your culture and compliance.

Don’t find out the hard way your internal controls aren’t cutting it. Bring in the KPM team for a top-to-bottom review. Through interviews and testing, our auditors will identify improvement areas and suggest remedies.

Are you looking to acquire a competitor or join forces with another company? If so, you need to have all the facts in front of you. Our M&A team can help with due diligence, risk assessments, and financing options to close the deal.

In uncertain times, strategic business planning can help give you a competitive edge. Building a long-term strategic plan unites the various parts of your company in pursuit of measurable goals. Let’s map out the future.

The strength of your executive leadership and management team should stand the test of time. Do you have a succession plan that’s identified the next generation of leaders and prepared them for the transition? If not, KPM can help.

Successful professional practices put an emphasis on tax planning. KPM can help you claim deductions, take advantage of credits or incentives, and prepare your returns. We have extensive experience helping businesses reduce their tax burden.