Business Consulting

Business Consulting

Our clients frequently benefit from our strategic input in many of their 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:

Accounting

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

Financial Negotiations 

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

Business Planning

  • 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 strategy

Personnel

  • Interview accounting personnel
  • Train accounting personnel

Financial Planning

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