Business Financial Consulting
The staff at Caldwell & Walley LLP provide a wide range of support to help you resolve your businesses financial problems. We work with businesses in Bend, Salem and the surrounding areas. We will tailor our consulting services to best resolve your particular problems or issues. Our services provided include:
Business Startups – If you have a great idea for a new business but need help with all the other information needed to get it off the ground, we can help. We can support you in the creation of the business plan, forecasts, financials, cash flow and other information to help make informed decisions. We can help prepare the documents requested by lenders.
Business Sale or Purchase – If you are looking to selling your small business or buy one, we can be part of your team to work through the process to get you the best price/outcome possible.
Financial “What If’s” – Caldwell & Walley can put together business models to help you analyze the “What If’s” of a business decision. What will happen if you add that new product or outlet to your business? Our models include an analysis of the business impact all the way through to the changes on your company and/or personal income taxes.
Budgeting & Forecasting – Do you know what to expect from your business in the 2-5 years? How does that line up with your business and personal goals? Are you on track? We can help you answer these questions.
Monthly/Quarterly Reviews – Caldwell & Walley can do periodic reviews of your financial statements and the prior year tax return to identify areas of opportunity or improvement. What story are are the numbers telling us? We can compare your business to others in the same industry to see where you stand. We can also double check on your mid-year estimated tax payments, to insure there aren’t any surprises at tax time.
CFO For Hire - We can provide a “CFO for Hire” for a full package at a much lower rate than a company could hire a CFO for.
Our financial consulting services are affordable and as always come with five-star service.