Consulting

Consulting Services

• QuickBooksTM Installation and Support
• Loan Acquisitions
• Cost Segregation Studies
• Tax Planning
• 1031 Exchanges
• IRS Representation
• State and Local Representation

• Buy/Sell Agreements
• Business Plans
• Contract Negotiations
• Forecasts and Projections
• Structuring Real Estate Transactions
• Business Valuations
• Mergers & Acquisitions

QuickBooks Installation, Support and Training

QuickBooks, America’s best-selling small business accounting and management software helps small businesses easily manage their banking, payroll, invoicing, bill paying and contact management. Although QuickBooks is very popular for its ease of use, nearly 80 percent of QuickBooks users regularly consult an accountant for set-up and expert advice.

At McGuckin, Shatz & White, LLC our team members are highly trained and experienced in working with QuickBooks, while focusing on proper application of accounting principles and tax requirements. One of the biggest assets for your business is our combination of accounting and tax knowledge coupled with our firm’s strong QuickBooks background.

We help our clients get the most out of QuickBooks, so that business owners can rely on QuickBooks for accurate, useful financial information. Having us as your small business consultants enables small business owners to do what they do best – run their business.

Business Plans, Start-Ups & Organizational Structure

In today’s competitive environment, a well-developed business plan is no longer a luxury, but an absolute necessity. Whether you are a start-up business or a successful operation planning for the future, an effective business plan outlining your goals, objectives and course of action is a critical tool in accomplishing your business objectives. We have provided consulting services to businesses seeking venture capital and we have developed strategies for business restructuring.  McGuckin, Shatz & White, LLC has strategic alliances with many businesses to provide additional services, including attorneys, lending institutions, web developers and insurance professionals.

Of utmost importance in your business plan is our role in understanding your goals and analyzing significant assumptions and industry data to forecast a realistic Balance Sheet and Income Statement. Using a variety of techniques, our professionals will use their expertise to help you develop sales, expense and cash flow projections, as well as identify critical capital needs. This process will identify the feasibility of your business plan, as well as the potential areas of weakness that may need to be addressed. This can give you a critical edge in an ever-increasing competitive business environment.

Let us advise you on the most advantageous form of organization structure that suits the needs of your business. Our professionals are experts in assisting you with this decision. What is best for your business? Is it the traditional structure such as the C-Corporation, the flexibility of the Limited Liability Company, or do your goals require more complex forms such as Tiered Partnerships or Family Limited Partnerships?

Factors such as tax advantages, limiting the liability of owners, flexibility and estate planning are all critical in choosing the right type of entity for your start-up. We will handle the entire process, from incorporating with the Secretary of State to registering with Federal and State taxing authorities.

Forecasts and Projections

Forecasting can be a valuable way for your company to maintain or improve its competitive advantage. Perhaps your company is interested in entering into a new market with an innovative product, or considering changing price levels or product mixes. By using “what-if” analysis you can determine how these decisions may affect your bottom-line before you make the decision.

Projections utilize assumptions and industry data to provide business owners with information on financial position and operational results for future periods.  We have prepared projections for start-up and established companies in numerous industries. Our projections are a valuable supplement to companies interested in securing financing, raising capital in a Private Placement or making strategic business decisions.

Business Valuations

Many of our clients have required business valuations. Whether you are selling your business, pricing the value of your company for estate planning purposes, or need the valuation for divorce or other litigation, McGuckin, Shatz & White, LLC has the expertise required to meet these challenges. Valuation services include valuations of closely-held businesses and professional service firms. Our team has the knowledge and resources to value your business and advise you on:

• Buy-Sell Arrangements
• Shareholder Disputes
• Business Succession
• Estate and Tax Planning
• Cost Segregation