Elite Consulting, P.C.

BACKGROUND

Please describe your company and position.

I am the former Managing Director of a CFO and COO services company.

Describe what your company does in a single sentence.

CFO and COO Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Elite Consulting, P.C. to accomplish?

• Understand tax management strategies and tax planning and implement
• Plan for future acquisitions and growth and overall company structuring
• Compile and submit taxes
• Build a long-term financial legacy
• Overall business advisory and networking with other firms and experts
• Optimize how consulting income is structured for tax efficiency

SOLUTION

How did you find Elite Consulting, P.C.?

Online Search

Why did you select Elite Consulting, P.C. over others?

• Close to my geographic location
• Great culture fit
• Company values aligned
• Other

How many teammates from Elite Consulting, P.C. were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

My relationship with Elite started on the accounting / tax side, but has grown into a deeper relationship and one I view as a broader advisor.  Elite has engaged with my firm around: 

• Advisory: discussing various transactions and firm initiatives, being a true partner and providing industry experience as well as networking to best support initiatives and executing the firm's strategy
• Tax Planning: review of historical firm performance, projections, etc. to devleop an overall tax strategy
• Quarterly Reviews: ongong reviews and guidance throughout the year
• Tax Filings: Annual tax filings as well as quarterly payments

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Timely accurate tax filing, accurate financial books and records, intentional / strategic tax planning

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team communicated effectively and hit deadlines.  Their proactive communications and planning helped make sure that I stayed focused on the right things to make sure they could maximize their value to me / my firm.

What was your primary form of communication with Elite Consulting, P.C.?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The way they were able to come up with various strategies, help me decision and then re-articulate the value provided in a quantifiable manner.

Are there any areas for improvement or something Elite Consulting, P.C. could have done differently?

None