CFO & Business Consulting

For more than 25 years, clients and companies have benefited from David Kupferman, CPA’s industry, tax, and accounting technology experience to resolve key issues like:

• Should I raise equity or debt?
• What’s my company worth? What will it be worth?
• How should I structure my new company?
• Will my business plan & financial model stand up under fire?
• Should I factor my receivables?

Here are some examples of how our CFO and Business Consulting services can help you succeed:

Business/Startup Support

• Complex variable business modeling
• Budget & projection preparation
• Business plan writing & editing
• Business structure tax advising
• Foreign-investor US operation setup/bridging efforts (nbound foreign company structuring)
• Assist with financing & venture capital raising
• Operational cashflow management advice & services
• Strategic CFO-level type advice before, during, & after equity funding

Ongoing Business Accounting Support

• General ledger & financial statement preparation
• Bookkeeping (monthly/quarterly/annual)
• Accounting system setup (QuickBooks & Xero) for new business
• Business tax return preparation
• Personal financial statement
• Litigation support
• Forensic analysis & investigations
• Compilations of financial statements

Estate & Trust Planning

• Security of surviving spouse & transfer of assets to beneficiaries planning
• Business continuity & succession of ownership planning
• Life insurance recommendations
• Divorce-related consulting

Business Continuation & Restructuring

• Tax planning for restructuring
• Bankruptcy, insolvency & foreclosure assistance
• Tax problem resolution
• Business valuation

Other Business & Family Services

• Business-financial planning showing tax consequences
• Internal controls & accounting system evaluation & implementation
• Tax compliance & strategy
• Charitable contributions planning & consulting