Presentations text content in WHAT MAKES US UNIQUE
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WHAT MAKES US UNIQUE
OVERVIEW
Licensed CPA Firm: Unlike many “Outsourced CFOs” and bookkeeping firms, we are regulated by several governing bodies making us accountable for our workMaximizing the Value of your Business: Our priority is to not only provide you the numbers but assist you in making profitable decisionsDedicated Team = Consistent Quality: We will provide a dedicated team of subject matter experts who understand your business and are there for you all the way
Diversity:
Collectively, we speak over 9 languages and have worked in 4 continents and multiple industries
Affordable:
We can offer a monthly fixed fee option to reduce cost uncertainty and promote affordability
Slide3TESTIMONIALS
WHY OUR CLIENTS CHOOSE US
“
BusinessWise
has rapidly provided visibility into the true state of our financial systems and has been an invaluable contributor to our company. We are a small business and the caliber, breadth, and depth we receive via our arrangement with
BusinessWise
is ideal. I would unequivocally recommend
BusinessWise
CPA and can unhesitatingly say we will continue to rely on them going forward as an integral part of our operational team.”
–
President of a
GovCon
Defense Manufacturing Firm
“BWC quickly demonstrated their experience in Investment Banking and secured for us a large line of credit – something we were unable to do previously. They have tightened up our financial reporting and have provided sound tax advice and precautions. I have found
BusinessWise
to be responsive, innovative, and knowledgeable in business and financial planning. The team members are valued assets to our company and organization.”
– Owner of a Healthcare
GovCon
Firm
Slide4TESTIMONIALS
WHY OUR CLIENTS CHOOSE US
“
BusinessWise
CPA has been a Godsend! They are hard-working, knowledgeable, reliable, and customer-oriented. BWC brings a team approach to providing a lot more than just the accounting support we were getting from an accountant hired internally.”
– Owner of an Interpretation
GovCon
Firm
“Their government contracting knowledge and expertise was immediately impactful with our indirect rate negotiations on a government contract that we have. BWC has done a great job of jumping in with both feet to understand out business, our needs, and has made numerous suggestions to improve the efficiency of our internal systems.”
– Owner of
BioTech
GovCon
Firm
Slide5WHAT WE DO
SERVICES SUMMARY
CFO Services
Government Contractor
Solutions
Price to Win Strategy
Accounting and Tax Services
Capital Formation
Management Consulting Services
M&A and Exit Planning
Slide6CFO SERVICES
SERVICES
Assessment and recommendations on existing financial reporting policies and proceduresCustomization of accounting and reporting systems to accomplish client goals such as: Divisional Reporting, DCAA Compliance, Development of Provisional Rates, etc.Dedicated team to perform on-site and off-site accounting using all major softwares including Deltek and QuickbooksRegular meetings with Senior Management to review the financial reports and discuss practical solutions to improve financial performance
Assistance in securing short-term and long-term funding
Assistance in preparing for external audits
Assistance in corporate tax planning
Provide other support as agreed upon in the Engagement letter
Slide7GOVERNMENT CONTRACTOR SOLUTIONS
SERVICES
DCAA Compliant Accounting & Financial ReportingB&P AssistanceIndirect rate development and submissionAssistance in securing funding through debt and equity
Our subject matter experts have experience with all major accounting software including
Deltek
Cost Point and GCS Premier, and
Quickbooks
We have customized
Quickbooks
software to be CAS and DCAA compliant for numerous clients, allowing the same functionalities and reports as more expensive and complex systems, at no extra charge with our hosted
Quickbooks
solutions
Slide8PRICE TO WIN STRATEGY
SERVICES
Our Approach
Slide9ACCOUNTING & TAX SERVICES
SERVICES
CPA Reviewed Financial StatementsCPA Compiled Financial StatementsManagement use only statementsPreparation of Financial and Management Reports including budgets, projections, Pro-Forma Financial Statements, and other reports as needed
Corporate, Partnership, and Individual Tax Planning
Preparation of Federal, State, and Local Tax Returns
Sales and Use Tax Reporting
Slide10CAPITAL FORMATION
SERVICES
Capital formation from primary and secondary sources including banks, private equity groups, and other financing institutionsStructuring and preparing loan applications, budgets, and projections, and owners personal financial statementsIn-person representation of our clients’ financial position to their banker
If you have a fast approaching deadline, whether it is to pay your vendors or pay your employees, we have a knack for finding you a solution with a turnaround time you would not expect, after trying to achieve this on your own
With a clear presentation of your firm’s goals and financial statements, banks can more quickly make a decision on what package they can offer
Slide11MANAGEMENT CONSULTING
SERVICES
Establishment of internal control Policies and ProceduresFinancial Modeling and ForecastingDevelopment of various business segments and divisions on standalone basisEnhancement of existing cost structure
Balance Sheet restructure to reduce leverage and improve cash flow
Enhancement of internal functions including internal
r
eporting, staffing, and collections
Compliance with financial reporting requirements set by the SBA, DCAA, and Financial institutions
Slide12M&A AND EXIT PLANNING
SERVICES
Review and normalization of existing financial statementsDevelopment of reasonable projections based on key factorsCompany valuation servicesFinancial modeling servicesAnalysis of deal structures based on your personal and corporate goals
We can help answer questions such as:
-”Am I better off selling the business now or implementing new strategies and running it for a few more years?”
-”Is my business valuation accurate or am I leaving money on the table?”
-”How long will I have to continue working for the new boss after the transaction?”
-”What happens to my employees after this?”
Slide13VALUE PROPOSITION
WHY CHOOSE US
Advantages of using
BusinessWise
CPA:
Depth and breadth of experience in government contracting, including strategic financial management, valuation, accounting, and
management
Significant financial modeling
experience
Knowledge of FAR and
CAS
Firm actively provides full CFO and accounting support to over 25 middle market government contractors
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WHAT MAKES US UNIQUE
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