Back to top

Business Advisory

We work with proactive people who want to take control of their financial ambitions and turn them into success. Our goal is to help develop a long-lasting and mutually beneficial partnership to you’re your goals.

We will:

  • Focus on your goals and ambitions
  • Strategize to help you  become “tax efficient”
  • Provide proactive advice
  • Build your tax and accounting strategy
  • Customize a plan to maintain progress on your strategy

Assurance and Advisory Services

At Barrett Cooper Accounting, we focus on building close client relationships that add long-term value.

  • Assuring the solidity of financial records,
  • Evaluating financial procedures,
  • Working to produce strategies that help our clients face the myriad challenges of business planning and execution,
  • Providing objective analysis to assist in controlling costs and increasing efficiency,
  • Implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law.

Our assurance services improve information quality or its context, meaning more success for your business. These services include but are not limited to:

  • Audits, reviews, and compilations
  • Entity selection and restructuring
  • Accounting software selection, implementation, and support
  • Financial projections and forecasts
  • Business succession planning

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.

Cash flow is something that can make or break your business's ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support the  success of your business. We will revisit your balance plan if and when there are any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Employee Benefits, Pension, and Profit-Sharing Plans

Choosing and administering benefit plans for your employees is often a complex process. Barrett Cooper Accounting can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans to:

  • Reward your employees for their hard work
  • Reach your company’s financial and business goals
  • Maximize your tax advantages

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Barrett Cooper Accounting can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and experience, you will always be receiving the most advantageous entity type for the functions your business performs.