Management Advisory Services
The professionals and associates at Daniel R. Davidson, CPA offer management advisory and consulting services to help evaluate operational, financial and strategic issues facing today's organizations. We have learned that providing the highest quality advisory services enables us to build long-term relationships. Drawing on our extensive knowledge and expertise, we assess internal and external issues and produce and implement recommendations to help improve profitability, plan for future expansion, growth and succession, and meet organizational goals.
Most engagements are conducted on a project basis involving broad range of organizational issues. Our approach includes working alongside client staff during the engagement thereby passing on skills and expertise to all team members. Management advisory services offered include and are not limited to:
  • Strategic planning
  • Operational reviews
  • Cash flow analysis and budgeting
  • Compensation and benefit planning
  • Outsourced Finance Officers and Controllers
  • Debt and equity financing analysis/assistance
  • Cash Risk assessment and management
  • Tax planning and compliance
  • Accounting systems analysis and implementation
  • Records retention
  • Valuations and mergers/acquisitions
  • Internal controls
  • Financial Forecasting and Projections
  • Succession planning
  • Business Reorganizations
The application of "the wisdom of many counselors" provides personalized knowledge and insight enabling the realization of the mission and vision of each organization.