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CFO Services

Lake Mary  CFO Services

How's your business doing? Although you are the owner, you actually may not be the best person to answer that question. It’s beneficial to have a fresh set of eyes look at your finances and operations to get a fair and objective assessment. While big companies can afford a full-time CFO or Controller, this probably wouldn't make sense for your business. But with our Lake Mary CFO services, you can get the exact same services at a fraction of the cost.

Dan Calton has 25 years of experience as a CPA, and that includes working for the largest CPA firm in the world and serving as both Controller and CFO for private start-ups and public companies with over $1 billion in revenue.

As your CFO, Dan can offer your business:

• A better understanding of your finances
• More time to focus on your products and services
• Professional overseeing, protecting, and improving of your finances
• Better decision-making capabilities
• Tax-saving strategies
• Training and management for your accounting staff
• Expert advice to help you with tough business decisions

Business Valuation

It's always important to know the value of your business. Objective valuation can mean the difference between a loss and a gain in a variety of instances, including merger negotiations, shareholder equity, and estate planning.

Business valuation is based on judgment and experience, and that's why you need well-qualified professionals who have a proven track record of evaluating all types of companies.

At Dan Calton, CPA, PA, we get to know your business and work closely with you to analyze your operations and financial data in order to provide a well-reasoned and fully documented valuation.

The business valuation services we offer include:

• Management buyouts
• Bank financing
• Purchase or sale of business interests
• Financial restructuring and recapitalization
• Employee stock ownership plans
• Business damage assessment and determination
• Solvency analysis and fraudulent conveyance

Succession Planning

If you've decided to retire or are thinking about it, there are a lot of questions that need to be answered – most importantly, do you know what will happen to the business once you are no longer running it? Succession planning needs to be considered early, as there are many tasks to complete to ensure that the process goes off without a hitch. More than seven out of ten family-owned businesses don't survive the transition from founder to second generation, often because of estate taxes, family discord, or both.

With succession planning services in Lake Mary, our accounting team helps you:

• Keep your business in the family
• Figure out who will run the business when you're gone
• Minimize tax burden
• Make the transition fair for all family members

We then create your succession plan focusing on these five areas:

• Business Valuation
• Business Restructuring
• Tax Consequences
• Retirement Projections
• Tax Projections

Fraud Protection and Internal Controls

Putt the right controls are in place for your business in essential to ensuring the proper handling of resources and protecting yourself from employee theft. If you are unsure that you’ve set up the proper controls, Dan Caltion, CPA can help. We review your internal control system to determine its effectiveness and make recommendations to help your business become stronger and more profitable.

We will help you:

• Divide duties to reduce the risk of error or inappropriate actions
• Ensure that all transactions are authorized
• Document policies and procedures and make them accessible to everyone
• Provide employees with the necessary training and guidance
• Make sure records are reviewed and reconciled by someone other than the preparer
• Make certain that equipment, products, and cash are secured physically, regularly counted periodically, and compared with the descriptions on control records
• Review operations to ensure that objectives and goals are being met

With CFO services in Lake Mary from Dan Calton, CPA, PA, you can be sure that your business will always be in good hands. For more information on what we can do for you, contact us today to set up your initial consultation.

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a Free Consultation.

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