Consulting

You understand the inner workings of business, but sometimes it helps to rely on someone to help guide you through the process. Whether you’re a small business owner looking to grow your enterprise or an individual seeking to maximize your financial potential, our expert consultants are here to provide customized solutions. At Grady CPA, we will bring our knowledge and experience to the table, to advise you through a number of situations and processes.

Our approach is client-focused, ensuring that we address your unique goals and objectives. From strategic business planning and risk management to financial forecasting and succession planning, our consulting services cover a wide range of areas crucial to your success. We work closely with you to develop actionable strategies that not only meet your immediate requirements but also position you for long-term growth and stability. Trust us to be your partner for achieving financial excellence.

  • Assisting in year-end close
  • Annual report preparation
  • Bank reconciliations
  • Training clients to use accounting software
  • Retirement planning
  • Estate planning
  • Small business issues
  • Tax planning/year-end planning
  • Full business analysis