• Do you run an owner-managed professional services firm? Then among your other questions, you’ve probably wondered if you could be taking home more of your fees. Not sure why you’re not? We have the answers!

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What We Do To Help:

01.
Problem 1: How can you help me bring home more of the fees I earn from my practice?

Answer:
• Analyze your firm’s cost structure and find ways to enhance owner income
• Interpret your periodic financial results and advise on trends and implications
• Monitor receivables and facilitate good receivable management
• Recommend internal controls to safeguard firm assets
• Coordinate your annual budgeting prcess
• Be a neutral advisor on employee compensation and other operating issues

02.
Problem 2: I don’t know whether I’m getting timely and accurate financial reports. How can you help?

Answer:
• Assess the effectiveness of you firm’s existing accounting function
• Recruit new bookkeeping personnel and/or train existing staff if needed
• Advise the firm on accounting-related software decisions
• Advise on and/or develop bookkeeping processes and procedures
• Advise on the performance of bookkeeping personnel
• Monitor your monthly operations to assure stability and accurate results

03.
Problem 3: How can I monetize the value of my firm in order to fund my eventual retirement?

Answer:
• Provide experienced guidance on owner succession plans
• Help you evaluate the value of your firm in various exit scenarios
• Advise on strategic hiring or business combination considerations

Our firm and its management team have benefited immeasurably from working with John Latta. John provides us with insightful, well-reasoned advice on a variety of financial and management issues, and has been an invaluable resource and mentor for the owners and our accounting and administrative personnel.
Owen, Wickersham & Erickson, P.C   Gregory N. Owen
John Latta has been an invaluable advisor to me for more than 7 years. He helped design an employee stock ownership program that has bound my top colleagues more closely to the firm. He has given me strategic advice on how to approach our market.
La Piana Consulting David La Piana, | Managing Partner