When you don’t have
a clear vision for
your business,
you wander.
Lack of direction and clarity can create unease when making financial decisions in your business. With many signs and experts pointing you in different directions, it can be hard to know which way to go.
We exist to meet you
where you are in your
financial journey.
You need a partner that understands your vision and can help you along your journey. At AIMS, we get clear on the end from the very start. With 100+ years of experience and expertise under our belt, we will work together to bring you clarity and create a personalized path to reach your goals (remove this copy from the header where it currently is.
We know that your
business needs are unique.
From high-level financial support to help you scale, pivot, and make relevant
business decisions about your company’s direction – our services are available
as project-based or as a monthly, recurring service for ongoing support.
Business Advisory
Services
Our Business Advisory Services provide strategic guidance to businesses, helping you optimize operations, manage risks, and achieve your financial goals. These services often include financial analysis, budgeting, forecasting, and advising on matters such as mergers, acquisitions, and tax planning.
Services Included
| • Merger & Acquisition Support • Financial Planning & Analysis • Strategic Planning • Virtua CFO/ Controller Support • Business Valuations Services |
• Corporate Advisory • Exit Strategies/ Planning • Executive Coaching System • Implementations |
1
Managed Accounting Services
Our system knowledge and industry specific expertise allows us to support your finance and accounting requirements. Our team is made up of senior level staff that are equipped to complete accounting and administrative tasks in less time and cost of hiring a full-time employee.
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Services Included
| • Accounting • Contract Administration • Project Controls • Payroll Prep and Support • Financial Reporting • Budget Preparation • Cash Flow Forecasting |
• Accounts Payable • Cost Proposal Support • Incurred Cost Submissions • DCAA Audit Support • Customer Invoicing • Project Budgeting |
2
Tax Compliance &
Financial Planning
Our team of specialized consultants help you optimize your financial strategies to minimize tax liabilities while maximizing wealth accumulation. From personalized tax planning to comprehensive financial management, we offer expert guidance tailored to each client’s unique financial goals and circumstances.
Services Included
| • Tax Preparation • Tax Planning • Tax Strategies • Tax Resolutions |
• Tax Research |
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A Team That’s
Accessible
and Available
When You Need
Them
As a fellow small business, we know how frustrating it can be to communicate about your personal finances with traditional banks and CPAs. You deserve a team that is accessible and available when you need them so you can run your business and make decisions with confidence.
The AIMS team uses a cloud-based client portal so that all file exchanges and uploads are private and protected. Depending on the deliverables and needs of the business, we sometimes meet daily with our clients to make sure they’re on track to reach the desired outcome. We can also travel to meet in-person, if applicable, so you’ll never have to chase for answers to your questions.
A Team That’s
Accessible and Available
When You Need Them
As a fellow small business, we know how frustrating it can be to communicate about your personal finances with traditional banks and CPAs. You deserve a team that is accessible and available when you need them so you can run your business and make decisions with confidence.
The AIMS team uses a cloud-based client portal so that all file exchanges and uploads are private and protected. Depending on the deliverables and needs of the business, we sometimes meet daily with our clients to make sure they’re on track to reach the desired outcome. We can also travel to meet in-person, if applicable, so you’ll never have to chase for answers to your questions.
Schedule a
consultation
call with us
today!
When you have a clear direction for your business, it gives you the confidence to look ahead and know that you are actively moving toward achieving your goals. To discuss your vision and how our services can help you create a plan for financial growth in your business – schedule a time to connect below