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Consulting Services

Strategies to Help Your Business Grow & Thrive

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Accounting software conversion and implementation
  • QuickBooks training and consultation
  • Entity selection
  • Financial analysis and advice
  • Monitoring of financial information and key performance indicators
  • Ratio analysis and benchmarking
  • Strategic planning
  • Business succession planning

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.

 

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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 What our clients are saying...

I started working with John T. Lally CPA, PC about two years ago, and right from the start have been impressed with the service and responsiveness...

Mario R. Ribeiro, The Pasta House
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John has helped us to reduce our costs, increase our profits and create a close connection between the everyday operation of our business and our financial reporting...

Bradford F. Niemiec, Niemiec Marine, Inc.
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John has become more than my accountant. He has become a business advisor and someone I trust to look out for my best interest...

Bruce E. Rocha. Sr., Fisher & Rocha. Inc.
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