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Our hands-on, value-added approach to accounting can provide you with strong support in defining and reaching your financial goals. We aim to help our clients improve their success rate, profit, cash flow and wealth creation by a program of good strategic planning, management accounting, profit improvement programs, controllership assistance, and management advisory services. We feel that financial consultation is a natural progression of the other services we provide. In fact, many of our clients’ needs are identified through tax and auditing/accounting procedures.

Whether you choose to engage us as a part-time controller, or as an ongoing support system to supplement your in-house capabilities, Pue, Chick, Leibowitz & Blezard, LLC consultation services will provide you with the resources to make the right decisions in planning your financial future.

We deliver quality services at a reasonable cost, with personalized attention and fast responses. We are committed to helping you make good business decisions, and aiding in the implementation process:

Strategic Planning Services

  • Profitability analysis
  • Financial forecasting and projections
  • Business goal setting
  • Competition assessment and strategy
  • Risk management and insurance analysis
  • Business negotiations
  • Business valuations
  • Feasibility studies
  • Business plan preparation
  • Retreat facilitator

Management Advisory Services

  • Form of business selection process
  • New business start-up, registration and licensing
  • Assistance in buying and selling a business
  • Cash flow analysis
  • Budgeting and planning
  • Corporate reorganizations
  • Break-even analysis
  • Capital expenditures and analysis
  • Credit and collection policies
  • Employee recruitment, hiring, evaluation and training
  • Internal control procedures analysis and implementation
  • Office policies and procedures analysis and establishment
  • Organizational structure and personnel management policies
  • Lease/purchase analysis
  • Inventory management and control
  • Return on investment analysis
  • Litigation support
  • Forensic accounting

Executive Compensation Planning

  • Cafeteria plan setup, administration and reporting
  • Deferred compensation agreements
  • Stock option plans and agreements
  • Retirement plan selection, administration and reporting
  • Salary negotiations

Profit Improvement Programs

  • Cost control studies
  • Investment analysis
  • Product/service pricing analysis
  • Revenue enhancement programs
  • Mergers and acquisitions analysis and assistance

Financing Assistance Services

  • Analysis of needs and capabilities
  • Financing plan preparation and analysis
  • Analysis of potential funding sources including loans versus investment capital
  • Negotiations with creditors
  • Representation before bankers and investment capital source