Citrin Cooperman
Client Portal Login
Connect With Us:  
text size text decrease text increase

Business Advisory Solutions

Helping Entrepreneurs Succeed

As a business owner, you’re constantly faced with challenges. Employees turn to you for support, your management looks to you for leadership, and your customers want everything now.

But who has an ear for you?

We understand because we’ve been there. That’s why we provide a whole set of services aimed specifically for privately owned companies beyond the tax return. We’ll happily assist with traditional services, but we know you need and want more. Today’s world demands it.

That’s why we’re here. With Business Advisory Solutions (BAS), you’ll find dedicated professionals who can support you through every stage of your business. Our bottom line is to grow yours.

Our experts have the industry insight, technical knowledge, and specialized training to bring you peace of mind. Responsiveness and accessibility are a given; you won’t wait days for an answer.
Whether you’ve been running your family business for years or are an entrepreneur with your eye on your next big deal, we can help with the day-to-day and long-term challenges you face.  From developing a business plan, to helping you navigate the complex world of employee benefits, to positioning your company for sale, our professionals can be by your side for all of your decisions – big or small.
Below is a sample of services we provide to closely held, family-owned, and multi-partner businesses, as well as their owners.  Our integrative approach is highly customizable and scalable to determine the perfect fit for you. Reach out to us to discover what we can do for you and your business.

  • Cash flow and operating budgeting and analysis
  • Review of shareholder and operating agreements
  • Review of buy-sell agreements
  • Review of employment contracts
  • Monitoring of operations and budgets
  • Software implementation and formatting
  • Internal reporting
  • Business profitability analysis
  • Strategic planning
  • Succession planning
  • Due diligence
  • M&A support

  • Corporate and Individual tax compliance
  • Annual tax planning and projections
  • Internal reporting, formatting and analysis
  • Sales and payroll tax preparation
  • Year-end closings
  • Bookkeeping services

Financial Statement Preparation:
  • Compiled financial statements
  • Reviewed financial statements