Consulting and Advisory Services

As an accounting firm, we offer a range of services that can help your business navigate complex financial and operational challenges. Our team of experts has years of experience in helping businesses like yours succeed, and we are here to help you every step of the way.

Are you concerned about any of the following issues?

  • Maintaining or establishing a banking relationship and/or having access to loans if and when needed
  • Too much of the wrong inventory
  • Keeping current with technology changes
  • Succession of business leadership and ownership
  • The possibility of getting really sick
  • The threat of litigation against the company
  • Being underinsured against catastrophes and the rising cost of insurance
  • How outside forces that cannot be controlled, like the economy, extreme weather, supply chain issues and now global pandemics impact your business
  • The importance of cash flow
  • Loss of a major supplier or being captive to them
  • Loss of a major customer or the dependency on one or two customers
  • Suspected financial fraud and employee theft.
  • Optimizing business technology systems and processes.

We can help.

Our consulting and advisory services are designed to address these and other challenges that businesses face. Our team of experts can work with you to develop tailored solutions that meet your specific needs and goals.

Financial Planning and Analysis

Our financial planning and analysis services can help your business understand its current financial situation and develop strategies for growth and sustainability. We can assist with budgeting, forecasting, and financial modeling to help you make informed decisions about your business.

Cash Flow Management

We can help businesses improve their cash flow by analyzing their accounts receivable and payable, identifying areas where costs can be reduced, and implementing systems for more efficient invoicing and payment processing. Our cash flow management services can help you optimize your financial operations and reduce the risk of cash flow issues.

Risk Management

We can help businesses identify and manage risks related to financial and operational matters. Our team can help implement internal controls and develop strategies to mitigate risk, ensuring that your business is protected against potential threats.

Business Valuation

Our business valuation services can help your business determine its worth. This can be useful for a variety of reasons, such as when seeking funding or planning for succession. We can provide you with a comprehensive analysis of your business's value, taking into account a range of factors.

Mergers and Acquisitions

We offer advisory services for mergers and acquisitions. Our team can help with due diligence, valuation, and negotiation to ensure that your business is making informed decisions and getting the best possible outcome.

Succession Planning

We can assist with developing a succession plan for your business. This can help ensure a smooth transition of leadership and ownership when the time comes. Our team can help you navigate the complex legal and financial issues involved in succession planning, ensuring that your business is prepared for the future.

Technology Consulting

Our technology consulting services can help businesses streamline their processes and increase efficiency. We can help identify and implement software and other tools to automate tasks and improve productivity, ensuring that your business is up-to-date with the latest technology.

Strategic Planning

We can provide strategic planning services to help businesses develop long-term plans for growth and success. Our team can help with market analysis, identifying opportunities for expansion, and developing actionable plans to achieve your business goals.

Why Choose Us?

At DeLeo & Company, we understand that every business has unique challenges and needs. We offer tailored solutions that fit your specific needs, and we take a collaborative approach to help you achieve your goals. Our team of professionals has extensive experience in payroll preparation and compliance, and we are committed to delivering timely, accurate, and reliable results.

Contact us today to learn more about our compliance services and how we can help your business succeed.