Jones, Nale & Mattingly CPAs
                 
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  Audit and Assurance

 
  Tax Planning & Compliance

 
  Business Planning

 
  Business Valuation

 
  Litigation Support

 
  Forensic Audit and Accounting

 
  Fraud Examination

 
  Business Succession Planning

 
  Peer Review

 
  Estate Planning

 
     
 
     
 

Many organizations have the technical expertise, the marketing strategies, and the vision needed to drive future financial success. However, without a strong framework to support these endeavors, the potential for failure is greatly increased.

Jones, Nale & Mattingly Business Planning Services provide the structure needed to help ensure your company’s success. Whether you are attempting to secure financing, exploring investment options, or looking to put a succession plan in place, our business consulting team can help you prepare a detailed business plan describing your current operations and future business prospects and plans.

From comparing the company's financial ratios against industry standards to preparing easy to understand presentations, Jones, Nale & Mattingly will help develop an analytical reporting package that fits your needs. We are equipped with comprehensive information on industry trends and the business issues that identify potential risks to your organization. Processes such as Return on Investment (ROI) studies, break-even analysis, pricing models, and flowcharting processes enable our business planning services team to develop a plan to assess the company's success.

Additional business planning services include:

  • Financial statement preparation
  • Business plans
  • Profit and loss forecasts
  • Cash management
  • Annual budget preparation
  • Business performance measurement
  • Business succession planning
  • Cash flow forecasting
  • Establishing cost controls
  • Buy/Sell Agreements
  • Business Start-ups
  • Bank and SBA loan applications
  • "Controller for a Day" services
  • Product pricing and cost decisions
  • Break-even analysis (new product or location)
  • Establishing credit policies
  • Tax representation with the IRS

Jones, Nale & Mattingly Business Planning Services leverage the knowledge gained to help your business improve performance.

Get the right perspective on the future of your business. Contact David Price, CPA (david@jnmcpa.com) or Ken Lear (ken@jnmcpa.com) today.