Consulting

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Our clients have access to a wide variety of consulting services spanning the entire financial spectrum, all of which are focused on improving efficiency, streamlining business operations, and, ultimately, increasing your profit margin.

An important part of lifetime planning is to develop a successful plan for your estate to be passed on to your survivors to minimize the tax burden. Our qualified accountants will work with your team of professionals to help put your affairs to provide them to your loved ones effectively. 


We will assist you in structuring your estate to minimize estate and gift taxes, determining the proper use of trusts, and planning for the ownership succession for your business, to name a few.

Business valuations are commonly needed to calculate estate tax upon death, split up family assets in a divorce, and determine the value of a business venture purchase, sale, or merger of a business venture. There are many other reasons why a holder of an interest in a privately held company might want a business valuation. A few of those reasons include:


  • Adequacy of Life Insurance
  • Employee Stock Ownership Plans
  • Gifting Programs
  • Obtaining Financing
  • Succession Planning


The best reason is to use it as a management tool. The primary objective of any business is to maximize its value to the owners. A properly prepared business valuation helps management identify company strengths and weaknesses that affect value, allowing them to focus their energies in areas that count. 


A periodic business valuation also helps owners assess their business's overall success and management. Identifying and correcting potential problems usually translates into more profits, a more robust financial statement, and a greater company value.

It is crucial to have an effective financial planning strategy to meet your specific objectives. 


Our financial specialists can assess your current financial situation, help you determine your financial goals, and work with you to develop and monitor a plan to attain them. 


Your financial goals are not limited to just long–term or short–term; instead, it’s a combination of both, and the process is to help you identify where you’re at right now, where you want to be, and how to get there. We individually tailor our advice based on your financial goals and objectives, as well as the level of risk with which you are comfortable. It is never too soon to start planning for tomorrow. 


Let us help you to achieve financial freedom and security.

Our clients rely on our IT department to protect their information here in our offices and consult on ways to secure data on their own networks.


  • Internal Vulnerability Assessment Scans
  • External Vulnerability Assessment Scans
  • IT Policy Review
  • Compliance Reviews

As a small business owner, you’ve grown a successful business focusing on your product or service you went into business to sell. Your business is growing but you need a partner with accounting experience to collaborate with you to make informed decisions for your business.

 

The Client Accounting services team at Varney & Associates can be that partner. Consulting is one of the many services our team offers.

 

  • QuickBooks Assessments
  • Business Performance Analysis
  • Accounting Assessments and Implementation of Recommendations
  • Design accounting systems
  • Leveraging technology to automate processes
  • Interpret financial data and make business decisions

Getting Started Is Easy

1

Schedule a Call

2

Create a Game Plan

3

Achieve Your Goals

7 Point Financial Health Checklist for Your Business

Do you know if your company is operating at its full potential?


Our 7 Point Financial Health Checklist will help you determine if your company is optimized for the best tax, accounting, and succession situations available. When you know that your company is ready for anything that comes your way, it gives you peace of mind about your future.


Whether you run a family farm or a multi-state company we can help you manage any financial situation that comes your way. This free checklist is a great way for you to make sure you are doing everything you can to not only protect your company but position it for long-term success.


Download our 7 Point Financial Health Checklist for Your Business today and take the first step in assuring yourself that your business is positioned to thrive.