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Giambalvo, Giammarese and Stalzer, CPAs, P.C. - Accounting, tax, & advisory services for businesses and individuals.
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Advisory Services

Our hands-on, value-added approach to accounting can provide you with valuable support in defining and reaching your financial goals. Our goal is to help our clients improve their chances for success, their profits, cash flows and wealth creation by a program of good strategic planning, management accounting, profit improvement programs, controllership assistance, and management advisory services. We feel that financial consultation is a natural development of the other services we provide. In fact, many of our clients' needs are identified through tax and auditing/accounting procedures.

Whether you choose to engage us as a part-time controller, or as an ongoing support system to supplement your in-house capabilities, our consultation services will provide you with the resources to make the right decisions in planning you financial future.

We recognize the needs of growth organizations. We deliver quality services at a reasonable cost, with personalized attention and fast responses. We are committed to helping you make good business decisions, and aiding in the implementation process:

Strategic Planning Services

  • Profitability analysis
  • Financial forecasting and projections
  • Business goal setting
  • Competition assessments and strategy
  • Risk management and insurance analysis
  • Business negotiations
  • Business valuations
  • Feasibility studies
  • Computer and accounting system services
  • Business plan preparation
  • Expert testimony

Management Advisory Services

  • Assistance in buying and selling a business
  • Cash flow analysis
  • Budgeting and planning
  • Corporate reorganizations
  • Debt management
  • Break-even analysis
  • Capital expenditures analysis
  • Credit and collection policies
  • Employee recruitment, hiring, evaluation and training
  • Internal control procedures analysis and implementation
  • Office policies and procedures analysis and establishment
  • Organizational structure and personnel management policies
  • Lease/purchase analysis
  • new Business start-up
  • Inventory management and control
  • Return on investment analysis

Executive Compensation Planning

  • Cafeteria plan setup, administration and reporting
  • Deferred compensation agreements
  • Stock option plans and agreements
  • Retirement plans installation, administration and reporting
  • Salary negotiations

Profit Improvement Programs

  • Cost control studies
  • Investment analysis
  • Product/service pricing analysis
  • Revenue enhancement programs
  • Mergers and acquisitions analysis and assistance

Financing Assistance Services

  • Analysis if needs and capabilities
  • Financing plan preparation and analysis
  • Analysis of potential sources including loans versus investment capital
  • Negotiations with creditors
  • Representation before bankers and investment capital sources
  • Surety bond acquisition

Information about our other services:
Accounting and Auditing - Tax

Giambalvo, Giammarese and Stalzer, CPAs, P.C. - Accounting, tax, & advisory services for businesses and individuals.


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