Financial Consulting Services

 Our team is fluent in accounting software implementations.  We know how to assist clients through the selection process and numerous implementation phases and steps.

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Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. 

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

The goal of business financial planning at any company is to advise company decision-makers on how to achieve revenue and growth goals through strategic planning. We do this by analyzing, synthesizing and translating data and using this information to help CEO, CFO, COO, and other C-suite management make better decisions about your company’s future.

Kauffman and Davis, P.C. provides the support you need to stay on top of your finances. We'll keep your books organized and accurate, deliver useful financial reports, and implement tax planning strategies to minimize your tax burden.

Cash flow and budgeting analysis is an important tool that can make or break the ability of a business to survive. With our analysis and cash flow statements, we not only focus on the amount of money coming in and going out of a business, but also on the timing of transactions in order to minimize peaks and valleys in the availability of cash on hand. A budgeting analysis is a decision-making snapshot of the benefits, costs, and risks associated with potential expenditures and investments.