Fulfilling the CFO function and recommending and installing accounting systems is just the tip of the iceberg.

Business owners and managers who seek advice on financial, operational, and technological challenges, often require customized services to satisfy their needs. Warren Averett + GH&I's established tax and business advisory team has the experience and cutting edge knowledge to quickly tackle the immediate top-of-mind business issues and to prepare a client for what is on the horizon. We often work on site to fill the controller or CFO function, and we are especially adept in recommending and installing accounting systems.

When you engage with us, you can have peace of mind that accounting and financial requirements will be met. We bring clarity to complex financial issues and offer fresh and unbiased perspectives when presenting new ideas and options. We develop and implement workable plans to help sharpen your strategic focus. It’s what every business needs.

Strategic Planning and Management Advisory Services

Small and closely-held companies often seek vital financial and business management services to grow their business. We answer that call and further help clients maximize effectiveness, minimize waste and optimize profitability.

We possess experience and knowledge to assist in the following areas:

• Individual and corporate tax planning and compliance
• New business formation and start-up support
• Financial statement preparation
• Retirement plan alternatives
• Business performance reviews and industry benchmarking
• Succession planning
• Exit strategies
• Strategic and operational planning
• Internal controls analysis and implementation
• Business coaching and training
• Accounting policies and procedures manual creation
• Management reporting, budgeting and forecasting
• Interim Controller, CFO and Bookkeeping Services

Working on-site at a client’s business is common practice for a tax and business advisory professional, whether it is on an interim basis due to personnel change or to gain new financial representation without hiring a CFO. Many start-ups and established businesses find this to be a great staffing alternative. It allows them to save money by engaging us for only the services they need and only when they need them. Once the business achieves the growth that requires a full time CFO position to be established, we will develop a policies and procedures manual to document the positions in your accounting function and help recruit just the right person to fill it. We will also remain to train, educate, and orient the new employee to the accounting and bookkeeping function.