Business Advisory

More than Adding Numbers. Adding Value.

Your business needs more than just an accountant. As your business advisor, we are your problem solver.

We help you to identify critical issues and find the solutions that are right for you. Beyond compliance, we work with you and your management team to develop a strategic business plans, Explore financing alternatives, minimize taxes, and assess technology needs.

With experience in a vast variety of industries, we bring an immeasurable knowledge base that you can profit from

Types of business advisory services:

  • Review and redesign the business organizational structure through team building
  • Define, measure and manage key performance indicators for the business
  • Analyze your banking requirements in the areas of loans, lines of credit, mortgages
  • Prepare projections for your company when requested by the bank
  • Analyze proposed covenants to assure you of future compliance.
  • Day long strategy sessions to develop a plan of action to set measurable targets and goals
  • Define a business strategy
  • Identify and address business owners' key frustrations
  • Develop a customer service strategy
  • Succession planning
  • Manage the business with a management control plan that enhances the bottom line
  • Develop an exit plan for company or shareholders
  • Periodic business valuations to determine effectiveness of strategies implemented

Filomeno & Company, P.C. 80 South Main Street West Hartford, CT 06107