Management Consulting Services

Effective management and leadership is the key to a successful business in Bloomington. It is our role as a CPA firm, to analyze operations of the organization, committee role, and function, and propose changes in managing and leadership practices. We don’t just help business increase their growth and profitability, we are your partners who will help you decide which management decisions are best to attain your goals.

David Sare CPA consultants act as a sounding board for management

We form comprehensive, flexible solutions that focus on the negative issues affecting your business. We also provide consulting services on the following areas:

Selection and Use of Accounting Software

Our experienced accountants can help you choose and implement safe and reliable Accounting Software that will fit your needs.

Search and Recruiting

We can help you look for an available, experienced, and capable candidate to fill a position in your company. We believe that it requires more than just knowledge, skills, and abilities – an applicant must be ready for challenging roles and fit the culture of the organization, too.

Business Succession Planning

This plays a vital role in your business continuation and we address the succession-management process seriously to ensure an effective transition of your business to your potential successors.

Buying, Selling, and Business Valuation

We provide an objective evaluation of any business/company you might want to buy or sell. Our professional staff will assist you through the acquisition and disposition process, and partner ownership and divorce matters.

Management Advisory

We can help your management team and partners establish long-term objectives and develop solutions to ensure the business’ future growth and profitability.

Asset Protection/Wealth Preservation

Protect your assets from creditor claims, David Sare CPA can help you with a plan that will allow you to have control over your protected assets which may include offshore trusts, accounts-receivable financing, and family limited partnerships.

Litigation Support

This includes analysis of litigation risks and management. Our accounting and auditing techniques can efficiently assist in your companies’ quantification and documentation of any potential economic damages caused by an action, products, services etc.

Employee Benefit and Pension Plans

We can assist with choosing the type of qualified plans that will best aid your retirement needs and those of your employees.

For more details about our Management Consulting Services, or other services we offer, please call Sare Associates, P.C. at (812) 339-9330 or visit our office at 4327 East Third Street Bloomington, Indiana to get a FREE consultation today!