Consulting & Advisory
Navigating the complex landscape of today’s marketplace and tax landscape requires reliable, trustworthy advice from experienced professionals.
Spinelli CPAs is ready to be your most valuable business resource, helping you achieve your operational and strategic goals with consulting services tailored to your unique business needs.
We offer a full range of consulting services to help you get your business off the ground, make smooth transitions as it grows, and—most importantly—run it on your own terms.
Tax Strategy
Tax law is complicated and constantly changing. Get expert, up-to-date guidance on business taxes to avoid expensive pitfalls and make sure you’re taking full advantage of available benefits.
We can help you:
- Choose the right business structure for your new or growing organization
- Minimize your tax burden and maximize your return
- Navigate the complexities of tax law for the best possible outcome
As part of our pledge to be more than accountants, Spinelli CPAs is committed to providing informed, proactive advice and forward-thinking tax strategy to save you money and help your business grow.
Risk Management
Strategic, carefully planned risk management is critical to the financial health and continued growth of your organization.
We help clients identify key financial risks and their potential impacts, including:
- Credit
- Investment
- Liquidity
- Market
- Operational
- Our years of experience and current insight help you understand and assess various levels of risk, make informed financial decisions, minimize potential losses and maximize your return on investment.
Consulting for Start-Ups
In the fiercely competitive marketplace of new and growing companies, getting the right advice at the right time can mean the difference between thriving and grinding to a halt.
Position your hardworking start-up for success with our specialized consulting services:
- Cash flow management
- Analysis
- Reporting
- Management advisory services
- Business consulting
Connect with our consultants today to make smarter financial decisions, grow your new business, and boost your profitability.
Women-Owned Business Consulting
As a successful business owner and passionate advisor to other female entrepreneurs, Karen Spinelli understands both the unique challenges and opportunities of running a women-owned business.
This specialized knowledge allows us to offer professional guidance far beyond basic accounting and tax functions.
We help women:
- Develop business plans
- Determine and establish the appropriate structure for their organization
- Get Women-Owned Business Certification
- Set up accounting systems and training
- Develop sound business strategy and plan for future growth
- Arrange Business Succession and Estate Planning
More Services
Auditing & Accounting
Expert tax preparation, proactive advice and forward looking strategy
Tax Strategy & Compliance
Accounting services and insights
that set you up for success
Estate Planning
Take control of the future with step-by-step guidelines for protecting your savings and transferring it to the next generation.
Why Work With Us?
