JHA Advisory Services

The business value of an independent, objective tax and financial advisor can be significant. Whether you’re an entrepreneurial start-up or established company looking to grow, our advisory team will work closely with you to address your specific needs and achieve your goals. We specialize in small to midsized businesses, as well as family and individual advisory services —and we’re committed to long-term relationships that cultivate long-term success. 

 
 
 

OUR ADVISORY SERVICES INCLUDE:  

 

Consulting

We tailor engagements to meet client needs, which can include governance, risk and compliance; business strategies; restructuring; business valuation; executive coaching; and much more. To learn more about our consulting practice, please contact us.

OUTSOURCED ACCOUNTING SOLUTIONS

Our team can remove the administrative burden of traditional accounting duties, while you maintain access to information whenever needed. We can also provide on-site training in tax, compliance, bookkeeping and other areas. 

 
 

Mergers and Acquisitions

Having the right resources on your team greatly improves your ability to navigate your way through a successful M&A. Partner with JHA and we’ll help you move through the process while positioning your company advantageously from a tax and financial perspective.

BUDGETING

Building a sound budget is a proven way to identify income generation and expense-saving opportunities and goals. We ask the right questions, provide an objective perspective and help you make smart decisions to develop a budget that guides and supports your goals.

 
 

Family Office

The JHA family office is a suite of services designed to enhance the value of an entrepreneur’s or family’s assets. In collaboration with your financial and legal advisors, we review and explore your business network, estate plan, asset protection strategies, tax planning opportunities, wealth accumulation approach and succession plan. Our goal: to maximize the positive effect on your portfolio.

Process Improvement

In a process improvement engagement, JHA advisors work with companies to analyze and improve business performance and operational efficiency. With better processes and greater control, you open the door to increased efficiency, reduced waste and improved income and growth potential.

 
 
 

WE WORK WITH:

Businesses
Entrepreneurs
Nonprofit Organizations
Families and Individuals

 

If you’re looking for an experienced business advisor, schedule an initial consultation with us today.