Practical Advisory Services: What do your numbers say?


 

The numbers always tell a story: Our task is to find and focus on what matters!

 

The range of what we think and do is limited by what we fail to notice.

- R.D. Laing

 

Far better an approximate answer to the right question, which is often vague, than an exact answer to the wrong question, which can always be made precise.

- John Tukey

 

The financial numbers, if accounted for properly, analyzed thoroughly, and reported accurately will answer many of your questions about, where you have been, where you are now, and how to create the vision of future results. I will assist you with developing and understanding your financial information by:

 

  • Recognizing and evaluating meaningful financial data
  • Using organized, efficient data gathering with carefully designed questions and interactive methods
  • Using software tools designed for generating easy to understand financial reports and graphical information from your data
  • Using objective processes to forecast future results from historical data using statistical methods such as regression analysis
  • Identifying key operating and financial measures(KPIs) and the sensitivity questions required to analyze historical trends and project relevant what-if scenarios
  • Researching of the available databases for benchmarking and best-practice data regarding the results achieved by comparable organizations
  • Using graphical charts to illustrate my findings with impact and clarity
  • Highlighting key findings and variables with relevant decision options
  • Using methods to identify desired financial outcomes (i.e. improved cash flows) and what key performance indicators(KPIs), or road markers will lead to the target outcomes

My clients and associates

 

 

The relationships developed over 25 years with my clients and associates are the most valued assets of Michael D. Coffer, CPA. My commitment to you, and my other clients and associates is to remain diligent in providing service and deliverables that exceed your expectations, earn your trust, and enable the opportunity for a lasting and mutually satisfying relationship.

 

In addition to providing accounting and tax return preparation services for scores of individuals and pass-through entities over the years, my clients also include organizations engaged in the following activities:

 

  • Medical practitioners including dentists and orthodontists
  • Construction contractors
  • Development stage ventures
  • Information technology
  • Health related technology
  • Manufacturing and distribution
  • Financial and business services
  • Transportation and logistics
  • Churches and religious groups
  • Non-profit organizations

 

My professional associates include relationships with:

 

  • Attorneys and legal advisors
  • Bankers and other lenders
  • Business appraisers and brokers
  • CPAs and CPA firms
  • Consultants
  • Entrepreneurs
  • High net worth individuals
  • Insurance agents
  • Investors
  • Investment bankers
  • Venture capitalists

I value and respect the time and confidentiality of my clients and associates. While I feel obligated not to use the disclosure of names of specific clients and associates for advertising purposes, I will be pleased to provide names and contact information from my references used by their permission.

 

There can be no friendship without confidence, and no confidence without integrity.

- Dr. Samuel Johnson