Business Consulting


At Smith Dickson, we encourage a holistic approach to the service we provide to our clients.  Our goal is to be involved in all of our client’s financial decisions, not just in the preparation of their tax returns.

As such, Smith Dickson provides a broad array of management consulting, financing assistance and strategic and business planning services to our business clients throughout Southern California.  These include:


  • Computer consulting
    • Peachtree
    • Quickbooks
  • Internal controls/accounting systems design

Financial Arrangements

  • Loan/financing sourcing and negotiations
  • Bank conditions and covenants strategies
  • Business sales and purchases; due diligence 

Business Planning

  • Family office
  • Business plans
  • Strategic business planning
  • Profit enhancement
  • Structuring debt and capital
  • Business succession planning
  • Starting a business
  • Closing a business
  • Operational reviews
  • Buy/sell agreements


  • Interviewing of accounting personnel
  • Executive compensation

Financial Planning

  • Break even analyses
  • Budgets
  • Cash management
  • Financial projections
  • Profit improvement planning 

When our clients face challenges and seek advice, we are known for creative problem identification and resolution.   Clients often seek our business advice on both strategic and day-to-day activities.

If you would like to learn more about any of our Business Consulting services, contact Smith Dickson today.