Benchmarking Assessment & Profit Assessment Review (PAR)
Our PAR and Benchmarking Assessment look at the key financial metrics for your business and ask questions about various aspects of your organization. These financial metrics enable us to look at trends and benchmark your performance against peer businesses. These assessments allow us to ask some challenging questions and introduce new ideas for you to consider.
The Process: These assessments can be completed in less than a day with results typically available a week later. We need some financial records and about 2-3 hours of your time to interview you and perhaps some select members of your management team. For details please click on our Benchmarking Assessment.
Every business and individual can benefit from our Tax Diagnostic. This is a no-cost method of reviewing the tax advice your current accountant has been providing. Did they take advantage of credits and incentives? Is the return missing items? Are there errors or exposures in the return? Have they been talking to you about ways to reduce taxes or have they just been putting your results onto a piece of paper and filing it for you? Sometimes profits are buried inside your tax return. Let us help you dig them out. For details please click on Tax Diagnostic.
We provide a no-cost diagnostic which helps you look at your benefit plan audit and plan design to identify opportunities and assess risks. This diagnostic is our way of demonstrating the value we can provide and the potential need to switch to a new audit firm. For details please click on EBP Diagnostic.
Non Profit Diagnostic
We provide a no-cost diagnostic which helps you look at your organizational performance to identify opportunities and assess risks. This diagnostic is our way of demonstrating the value we can provide and the potential need to switch to a new accounting firm. For details please click on Non Profit Diagnostic.