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.

Business Insights

Maximize Your

Business Potential

we go beyond traditional accounting

to help you unlock the power of

data-driven decision-making


Why Choose Business Insights?

Gain Deeper Insights

Unlock valuable insights into your business's financial performance,

enabling you to optimize operations, streamline processes, and

identify areas for growth.

Make Informed Decisions

Leverage accurate forecasting to evaluate potential outcomes and mitigate risks, empowering you to make informed decisions that align with your business goals. 

Collaborative Strategy Development

Work closely with our experts to develop effective strategies aligned

with your goals and industry trends.

Ongoing Support

As your business evolves, we provide ongoing support, keeping you ahead of the curve and helping you navigate challenges with confidence. 

How It Works

Our expert analysts delve into your financial information, evaluating your historical data and identifying key performance indicators (KPIs) specific

to your business and industry.

We track these KPIs to provide you with real-time insights into your business's performance, allowing you to make data-driven decisions with confidence.

Through accurate forecasting, we help you visualize potential outcomes

and evaluate different scenarios, ensuring you have a clear picture of the future when making critical decisions.

Our collaborative approach involves working closely with you to interpret the insights, identify growth opportunities, and develop strategic initiatives that drive your business forward.

Our Services

We provide comprehensive financial analysis and customized key performance indicators (KPIs) tailored specifically to your business. 

With accurate forecasting and collaborative strategy development, we empower you to make informed decisions and drive your business towards success.

Data Analytics Advisory

  • Develop and track KPIs to track the business’s success
  • Create customized, visual reports using the business’s financial and nonfinancial data
  • Meet on a consistent basis to track progress and strategize
  • Facilitate goal setting discussions and track progress to move toward those goals throughout the year
  • Set and track Benchmarks of the business
  • Analyze Cash Flow on a consistent basis

Forecast Analytics Advisory

  • Build a custom, forward-looking forecast
  • Develop scenarios to help you visualize the impact of business decisions 
  • Meet consistently to track progress and strategize 
  • Analyze key decisions and how they may affect cash flow, gross margin and other important ratios

Ready to Harness the Power of Business Insights?

Contact us today to schedule a consultation and discover how our Business Insights service can unlock the full potential of your business.

Learn more about Business Insights and our work.

Business Valuations

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.

Financial Planning

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.

Information Technology Services

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

Advisory Accounting Services

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

Estate Planning

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.

Getting Started Is Easy


Schedule a Call


Create a Game Plan


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.