Client Services
What We Offer
Sure, we do tax preparation and advise our clients on all sorts of tax planning and related issues. We also prepare bank statements and assist with loan procurement, just as many other CPA firms can do. But we do more. We found that most small businesses lack a senior financial advisor to help them with major investment decisions, profitability analysis, performance measurement, operational efficiency, and other key aspects affecting their overall financial results. We saw the clear need for a CFO (Chief Financial Officer), but these companies are too small to afford one and they only need this type of help occasionally, not all the time.

This realization inspired us to create our industry-leading “On-Demand CFO” program. Now, a small business can get the CFO-level assistance they need WHEN they need it and HOW they need it, which means paying only as this service is used. There is no on-going overhead, no unnecessary high salary. Our client simply brings us in when they need help with a CFO-related issue, and we bill only for that time.

Our clients have also told us that they prefer to have flexible payment options. Therefore, we offer them the ability to pay a flat project fee instead of an hourly “On-Demand CFO” rate. Some of the CFO-related services we provide include:

Financial Planning Services

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    • Budget preparation
    • Cash requirements analysis
    • Loan application packaging and advisory services

Performance Analysis Services
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    • Financial health audits
    • Key indicators measurement system
    • Operational efficiency reviews

Profitability Assurance Services

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    • ROI assessments
    • Key decision payback analysis
    • Project profitability reviews (flat rate vs. actual hours spent)
    • Client profitability analysis

Financial Management Services
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    • Cash management advisory services
    • HR financial management
    • Retirement plans and employee benefits plans
    • Insurance assessment

Value Protection Services
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    • Disaster Recovery planning
    • Succession planning
    • Sale of business advisory services
    • Evaluation of business acquisitions considered and due diligence

In a nutshell, we strive to be as flexible and as accommodating as possible while meeting whatever financial consulting needs our clients may have. We urge you to check around and investigate other CPA firms; we don’t think you’ll find many of them that offer the services described above.

Guaranteed Satisfaction and Quality Assurance
Since we have decided to take a leadership position among CPA firms, we have to make sure that we can back up what we promise. This means making the extra effort to ensure that the proper level of thoroughness and precision has been expended. At Barkanic & Ames, we believe in logical, thoughtful process. We have multiple levels of review, including sign-off by one of our senior partners for every deliverable we produce. We use checklists to verify that every appropriate facet has been considered. While other firms may rush to complete a project, we go to great lengths to do things right - without running the meter. This is what allows us to guarantee our work. To us, an unhappy client is never acceptable.