Empowering Executives

Tax

From individual tax and estate planning for business owners, to corporate tax strategies to minimize state, local and federal tax liability, Anders works with CEOs individually to create a plan that helps them and their business succeed.

• Tax Planning and Compliance
• Family Wealth and Estate Planning 
• State and Local Tax 

Audit and Assurance

When it comes to exploring a company’s needs for a financial statement audit, review or compilation, or assessing if internal controls are adequate, Anders helps give business owners the peace of mind they need in their financials.

• Audits, Reviews and Compilations
• Internal Control Assessments 
• Employee Benefit Plan Audits
• SOC Reports

Value-Added

Outsourcing certain processes of the business can save business leaders time and resources. Whether it’s handling the day-to-day accounting, helping make major financial decisions or implementing technology to move the company forward, Anders offers value-added services customized for each business’s needs.

• Outsourced Accounting
• Technology Consulting
• Outsourced CFO
• Buyer and Seller Side Due Diligence
• Business Transition Planning

Tax

From individual tax and estate planning for CFOs, to tax strategies to minimize state, local and federal tax liability of the company, Anders works with financial executives individually to create a plan to meet their personal and business goals.

• Tax Planning and Compliance
• Family Wealth and Estate Planning 
• State and Local Tax 

Audit and Assurance

When it comes to exploring a company’s needs for a financial statement audit, review or compilation, or assessing if internal controls are adequate, Anders partners with CFOs to gain insight into and confidence in their company’s financials.

• Audits, Reviews and Compilations
• Internal Control Assessments 
• Employee Benefit Plan Audits
• SOC Reports

Value-Added

Outsourcing certain processes of the business can save companies time and resources. Whether it’s handling the day-to-day accounting, helping make major financial decisions or implementing technology to move the company forward, Anders works alongside CFOs to provide value-added services customized for each business’s needs.

• Outsourced Accounting
• Technology Consulting
• Outsourced CFO
• Buyer and Seller Side Due Diligence
• Business Transition Planning

Strategic Roadmapping and Planning

Understanding where your business is today with technology is vital in planning where you’ll go. You may already be paying for patching and anti-virus managed services, but you need a virtual Chief Information Officer (vCIO) who can work alongside you to design a strategy around your business that’s more than break-fix. We can work with your company to assess your current state, identify strengths and weaknesses and make key decisions while helping you understand:

• How well your technology is performing
• If your business strategy is enabled by your technology
• If your cybersecurity measures are adequate and up to date
• How to leverage the cloud to its full advantage

Cybersecurity Strategy and Training

Protecting your business from evolving cyberthreats is vital in preventing a costly data breach. Acting as a virtual Chief Information Security Officer (vCISO), our technology advisors can work alongside you and supplement any or all stages of cybersecurity, from developing a strategy to training staff and more, including:

• Cybersecurity architecture and strategy
• Governance, risk and compliance
• Vulnerability management
• Information protection and privacy
• Cybersecurity training and testing

Cloud Managed Services and Azure

Cloud solutions are revolutionizing how business gets done. By partnering with the leading technology providers, we can ensure you get the highest quality and most cost-effective cloud solutions to power your business, using platforms such as Azure Server and Microsoft 365. After we’ve helped you move to the cloud and determined a customized strategy, our technology advisors will continue to provide support and flexibly scale your environment up or down as your needs change. We help businesses like yours integrate best-in-class cloud technology strategies into operations, including:

• Securely backing up your servers to protect from ransomware
• Cloud license and cost management
• Azure server and Windows Virtual Desktop management
• Server performance and reliability optimization

Business Process Automation

Most businesses have unique internal processes that are not met by typical ERP/MRP applications. Our team of business technology professionals can identify the disconnect and automate manual processes that hold you back from getting the data and information you need. We help build out workflows or applications to solve business challenges and automate processes using Power Platform and train your staff so they can identify automation opportunities down the road. Some examples of Power Platform automation include:

• Extract data from time tracking system to offer more visibility into employee availability
• Automate manual form responses across departments or customers to gather information quickly and easily
• Easily streamline accounts payable processing through an automated process to read invoices and complete journal entries

Data Strategy and Analytics

Data analytics helps companies seamlessly access and utilize their data to improve operations and business outcomes. Our team can incorporate data analytics into your business processes based on what questions and problems you’re wanting to solve. We accomplish this through several techniques including:

• Data strategy meeting to understand where your data resides and how it works for the business
• Data inventory and opportunity analysis to build flexible dashboards
• Report and dashboard training in Power BI to empower employees to build custom dashboards
• Data repository upgrades and migrations

Microsoft Consulting

The right technology tools and platforms can empower your business to be more productive and accomplish complex tasks more efficiently and securely. Even if you already have Microsoft Servers or Office 365, the tech stack is continually evolving and can save your business time and money if you utilize it to its highest potential. As a Microsoft Gold Partner, we can help you make the most of your Microsoft 365 license through:

• Teams and Teams Calling Plans to communicate and collaborate from anywhere
• Azure to allow your employees secure access to business apps
• Power BI to collect, filter and organize data easily

Talent

Finding the right candidate in a sea of resumes can be nearly impossible. Instead of waiting for your next employee of the month to knock on your door, our talent advisors bring them to you. We can streamline the process and manage everything along the way from reviewing job descriptions to conducting the search and vetting process, coordinating candidate interviews and reference checks all the way to offer negotiation.