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Home > Services > Consulting

Consulting Services

Our goal is to help you build a business that delivers what you want it to. Using proprietary software and systems, we can identify areas of your business that, with just a little fine tuning, can deliver much more than they currently do. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we can provide comprehensive, flexible strategies that address the issues affecting your business. Some of the tools we use to achieve these results are:

  • Benchmark Consulting
  • Cashflow and Budgeting analysis
  • What If analysis
  • Break even analysis
  • Financial forecast and projection


Other areas of consulting include:

  • Accounting Software selection and implementation
  • Financial and Retirement decisions
  • Estate, Trust and Gift planning
  • Type of Entity Selection
  • Buying/selling a business

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Palius + O'Kelley, CPAs  Inc

Certified Public Accountants
5290 Overpass Rd, Suite #220
Santa Barbara, CA 93111


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Newsletters

  • September Newsletter, Vol 1, Issue 3

    Tue, Sep 01, 2009

    We're gearing up to help you with your year-end tax planning and the 2009 tax year is already mor...

  • July Newsletter, Vol 1, Issue 2

    Wed, Jul 01, 2009

    Discussing a very important new tax law that requires you to give us permission to send you tax a...

  • January Newsletter, Vol 1, Issue 1

    Thu, Jan 01, 2009

    Happy New Year everyone! This year we will be focusing our Newsletters and Whitepapers around qua...

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