Business Services

Payroll Services

Few things are more stressful to the owner or manager of a business than the repetitive task of payroll preparation. Payroll schedules are rigid, and the rules and reporting requirements are complex and frequently changing. Our payroll team’s extensive knowledge to all current regulations assures adherence.

Pension & Profit Sharing Plans

As an employer, we are aware of the positive impact an attractive retirement plan package can have on a business to recruit and retain quality employees. We offer a full range of services relating to retirement plan consulting:

  • Profit Sharing Plans
  • Employee Stock Ownership Plans (ESOP)
  • Cafeteria Plans (Section 125)
  • 401(k) Salary Reduction Plans
  • SIMPLE Plans
  • Simplified Employee Plans (SEP)
  • Trust Accounting
  • Retirement Planning Options

Obtaining Financing

Our experience, along with our banking and equity sources relationships enable us to develop a thorough professional financing request to assist you in meeting your growth goals. This request would cover all aspects of your business that the capital sources need to review.

Business Development

As the climate in which your business operates becomes more complex, it is important to look forward and develop skills and plans that prepare your business for the future. In addition to the financial aspects of running a business, we assist with the principles crucial to making your business prosper and succeed. Our business development services include:

  • Establishing and monitoring key performance indicators
  • Strategic planning
  • Personal and financial goal setting
  • Facilitation of client/customer advisory boards
  • Financial management and accounting training

Business Valuations

The goal of a valuation is to determine an estimate of value of the equity of a business, either proprietor’s capital or partners’ or shareholders’ equity. Management succession, purchase and sale opportunities, divorce, litigation support, and estate, gift and inheritance taxes are complex issues. Parties involved in these issues demand that values be based on a thorough and complete analysis prepared by our accredited business valuation specialist. Additionally, our firm provides services for personal financial statements, guidance on corporate or partnership dissolution, settling insurance claims, and allocation of value to assets.

Mergers & Acquisitions

Weinlander Fitzhugh knows that successful business acquisitions or mergers also consummate when opportunity, market knowledge, experience and confidentiality combine. Our professionals have extensive experience assisting our clients in selling and acquiring businesses. We can help in analyzing acquisition opportunities, preparing prospective financial statements, negotiating terms and obtaining financing.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success. With a solid background in tax and other financial services, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Other Services

Due to our diverse client base, we encounter a wide array of financial and tax issues in variety of businesses. As a result, we have gained valuable experience over the years in numerous specialized areas:

  • Budget Preparation Assistance
  • Bankruptcy Consulting
  • Cash Management
  • Employee Benefits Plans
  • Forecasts & Projections
  • Human Resources Consulting
  • Lease vs. Buy Decisions
  • New Business/Venture Planning
  • Ratio & Trend Analysis