Business Owners Advisory
Business Consulting
Strategic insight grounded in real-world experience, to improve profitability and align your finances with your long-term goals.
Running a business is complex—but you don’t have to do it alone. Our consulting services help you make confident decisions backed by financial clarity. Whether you’re navigating growth, restructuring, or operational challenges, we offer strategic insights grounded in real-world experience. We work closely with you to identify inefficiencies, improve profitability, and align your financial practices with your long-term goals. Let’s turn your vision into a sustainable reality.
Consulting services
At John Daniels CPA, LLC, our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise, and knowledge to add value as a trusted advisor to your financial situation. We offer the following consulting services:
Financial processes
Every organization can benefit from being introspective, skeptical, and analytical regarding its finances. We work with organizations to develop the predictive capabilities necessary to adapt to rapid changes and outperform their peers. Specifically, we can help you with:
- Drive growth from new markets and opportunities.
- Enhance cash management through working capital optimization and better capital allocation.
- Improve finance operations by focusing on operational effectiveness, financial analytics, budgeting, and forecasting.
- Enable efficient regulatory compliance.
- Effectively manage risk by identifying sources and improvements to mitigate high-risk areas.
Business valuation
Business valuations enable you to determine the value of a business and its components accurately. It is essential that you know what a business is worth, whether you are buying, selling, involved in litigation, or planning your estate. Our highly trained and experienced professionals work with attorneys, other accountants, and financial institutions to ensure you are represented fairly. Our business valuation team is comprised of Certified Valuation Analysts (CVA), Accredited Senior Appraisers (ASA), and accountants Accredited in Business Valuation (ABV). Additionally, they are experienced in testifying in both Federal and State courts. Here is a complete list of business valuation services we provide:
Litigation
- Marital dissolution
- Partner or shareholder dissolution
- Economic damages or bankruptcy
Financial reporting
- Purchase price allocation
- Asset impairment testing
- Intellectual property valuations
Business planning
- Buy and sell agreements
- Purchase or sale of a business
- General business planning
Bankruptcy and insolvency services
John Daniels CPA, LLC, Bankruptcy and Insolvency Group provides financial advisory services to Chapter 11 and Chapter 7 bankruptcy trustees, debtors, unsecured creditors, and estate fiduciaries. We can aid you in formal insolvency proceedings, out-of-court corporate wind-downs, reorganizations, and liquidations. Our bankruptcy and insolvency group offers the following services:
Bankruptcy trustees
- Facilitate electronic records retrieval
- Identify hidden assets
- Assist with asset sales
- Assist with document requests
- Perform claims, insolvency, and fraudulent transfer analyses
- Prepare required tax returns.
- Provide expert testimony
Debtors
- Assist with the software set-up to segregate pre- and post-petition activity
- Bankruptcy schedule preparation
- Prepare cash flows and budget-to-actual analysis.
- Perform claims analyses
- Guide the development of a viable reorganization plan
- Prepare required tax returns.
Creditors’ committees
- Assess the reasonableness of cash flows
- Analyze budgets to actuals
- Perform preference analyses
- Investigate insider transactions
- Search for fraudulent transfers and asset misappropriations
- Analyze solvency
- Prepare reports and provide expert testimony.
Estate fiduciaries
- Assist with the sale of hard assets
- Assist with negotiating private sales of intangibles
- Develop causes of action to recover assets
- Distribute estate assets to creditors based on a priority ranking
Forensic accounting
Fraud is an ever-present and growing problem for business organizations. It can go undetected for years and is often committed by “trusted” employees. Fraud impacts nearly every organization regardless of size, and the costs can be substantial.
At John Daniels CPA, LLC, our forensic accounting team is comprised of highly trained Certified Fraud Examiners (CFEs) and accountants Certified in Financial Forensics (CFFs). We believe the best way to deal with fraud is to prevent it. Our approach goes beyond looking at the numbers to analyze and interpret them and understand the story they tell. We assess and protect organizations from fraud through a rigorous step-by-step approach as follows:
- Evaluate your organization’s overall fraud risk
- Identify possible fraud schemes with an eye toward industry-specific criteria.
- Rate any recognized schemes and analyze risk tolerance
- Develop policies, procedures, and strategies to mitigate the fraud
- Implement and test detection and prevention against future fraud
Related services
More in Advisory
Business Planning
Budgeting, forecasting and cash flow analysis, from startup strategies to expansion models.
Business Valuation
Valuations for exit planning, buy/sell agreements, disputes, M&A, financing, litigation, and gift and estate tax planning.
Risk Management
Internal controls, insurance reviews and contingency planning to protect your assets, income and reputation.
Your Next Step
Let’s plan your next chapter.
Schedule a consultation to discuss your goals, tax needs or business plans.