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Recording
history in the form of financial statements and tax returns
is only part of the portfolio of services available from Bay
Sherman & Craig, LLP. We believe the principal
purpose of historical data is to improve decisions which affect
future performance.
Our strategic and financial planning
programs are designed to assist the forward-thinking client.
We act as our clients management support team, providing
effective assistance in critical business decisions.
Working together, we assist in setting goals and developing
and implementing tactics.
Coordinated efforts are proven keys to successful
strategic and financial planning.
For emerging companies without a high-level financial manager
we provide vital assistance on an as-needed basis.
This allows forward-thinking managers access to the expertise
necessary for accomplishment of their goals.
For companies with financial managers, we provide the essential
independent perspective for evaluating goals, strategies and
tactics.
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Here are some
of the ways in which we support our clients:
Determine financing and / or capital required to fund
future operations
Develop business plans, profit and loss and cash flow
projections, and budgets to support
financing proposals, enhance profitability, and
improve financial control
Assist in preparation
and presentation of financing proposals to lenders
Assist in recruiting
and training of financial and administrative management
personnel
Develop management
reporting systems
Development of acquisition
strategies and review of potential business acquisitions
Assist in the sale
of businesses
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In today's business environment, clients
are looking for more than just the traditional services
provided by accounting firms.
In addition to income tax compliance and accounting services,
clients want their most trusted advisor, their CPA, to
help with other financial needs.
Clients are looking for a "one-stop shop" that
can integrate all of their financial needs.
Through BSC Advisors, LLC, our financial planning consultants
will review your estate planning, investment and insurance
requirements, and integrate these with your tax and accounting
compliance needs.
Our team approach will provide you with the most creative
thinking, and help eliminate fragmented and incomplete
planning that results from lack of coordination.
BSC financial planning services are proactive and comprehensive.
Our emphasis is on the process, and not on any producer
or provider. Our intent is to offer the broadest range
of products, providers and possibilities for reaching
your investment goals.
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Time is a most precious commodity
and there always seems to be too little of it to
go around.
Todays busy entertainer, professional, and
other higher worth individuals have little time for the
more routine activities of day-to-day living.
Bay Sherman & Craig, LLP. Ready to help with
business management services.
From the beginning of your association
with BSC, you will have access to a staff of trained
professionals dedicated to ensuring the security of your
financial well-being.
Using the latest computerized accounting, tax and planning
systems, Bay Sherman & Craig, LLP will take
care of your bill paying, banking, accounting, tax planning,
and tax return preparation, no matter how complex your
finances.
In addition, BSC personnel will review insurance coverages,
prepare cash flow analyses and assist in maximizing your
income. BSC is available for consultations on a wide
range of business or personal financial issues such as
reviews of leases, investments and other agreements.
A BSC partner will gladly meet with you, and discuss
our competitive fee structure relative to your particular
requirements.
Timing is everything, and this may be exactly the time
for you to alleviate the pressures of lifes daily
hassles.
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Many legal disputes involve financial,
accounting and income tax considerations.
At Bay Sherman & Craig, LLP, we work together
with counsel throughout the entire litigation process to
assist in the resolution of these conflicts.
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Our specialties include:
Accountants malpractice
Business valuations
Contractual disputes
Fraud (including
tax)
Family law
Investment broker
malpractice
Services prior to trial:
Financial, accounting and income tax issues defined
Discovery and
document request process assistance
Financial records
analysis
Economic fact
finding and analysis
Deposition preparation
assistance
Analytical report
preparation
Financial record
reconstruction
Financial projection
preparation
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Settlement negotiations:
Prepare reports reflecting financial and
income tax consequences of settlement
alternatives
Provide support
in settlement negotiations
Assist in analyzing
settlement proposals
Review of opposition
financial claims
During
trial:
Expert witness testimony
Exhibit preparation
Testimony outline
drafts
Cross-examination
preparation assistance
Rebuttal argument
preparation assistance
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