Accounting & Business Consulting

Streamline your accounting process and structure your business for growth

Our goal is to help founders establish a strong foundation in their financial operations and compliance so that they can scale as their company grows and eventually prepare to be sold or passed on.

Contact Us

We understand that you need a wide range of accounting services to run a successful organization. At Smith Dickson, we customize our accounting services to meet your company’s specific needs. We bring a unique insight and skill set to each business we work with as we consult with clients on best practices to organize and manage daily business transactions and processes, manage capital, and structure your business as it grows. We prepare financial statements and tax returns and provide strategic consulting in many areas including tax planning, budgeting, attestation, audits, reviews, compilations, and more.

Our accounting services support clients with their specific business planning and management needs, such as:

Accounting

Audits
Reviews
Compilations
Internal controls and accounting systems consulting
Quickbooks Consulting

Financial Negotiations

prepare your business for sale

Loan/financing sourcing and negotiations
Bank ratios and covenants strategies
Business sales and purchases; due diligence preparation
Plan to merge, acquire a company, or be acquired
Negotiation support for financing and investment deals
Liquidate, sell, or wind down a company

Business Planning

outsource the financial and accounting tasks of a business

Business plans
Strategic business planning
Business succession planning and exit strategies
Starting a business
Operational reviews
Buy/sell agreements strategy
Cash flow forecasts and projections
Budgeting
Strategic planning and advisory
Business process improvement and optimization
Train accounting personnel

Financial Planning

Tax planning
Break-even analyses
Budgets
Cash management
Financial projections
Profit improvement planning
Retirement planning for individuals
Estate planning and wealth transfer strategies
Personal financial statements

Experts in accounting. Experts on the stand.

We are here for all of your accounting needs as well as to provide advising and consulting for managing businesses and preparing financials for the sale of a business.