Scottsdale Certified Public Accountants — a Full-Service Firm
Our Scottsdale firm offers a wide range of services to individual and business clients in Arizona and numerous other states. Our clients benefit by getting personalized, and quality service that is beyond comparison.
We specialize in helping businesses and the entrepreneurs that own them, in financial reporting systems that managers can manage by, strategies and planning to overcome excessive tax burdens, preparation of those tax returns, transition planning, and in business valuations for a variety of purposes.
Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Business Services
Business Consulting
We measure our success by the personal and business successes of our clients. 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 provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection
Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
Business Valuations and Appraisals
Llike any investment you need to constantly know whether your business is growing or declining in value. Our specialists will give you professional service that protects your investment. Read more about our Scottdale Business Valuation Service.
Buying and Selling a Business
Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have experience to guide you through the acquisition/disposition process by addressing such issues as negotiation tactics, alternative financing, cash flow analysis, and tax considerations.
Over the past several years, we've helped clients buy and sell businesses ranging from small sole proprietorships to corporations with revenues in excess of $100 million. nd we've represented our clients throughout the process to counter parties ranging from individuals to multinational conglomerate corporations who comprise parts of the Dow Jones Industrial Average and S&P 500.
If you're thinking of buying or selling a business, call us first. We're happy to help you through this complicated maze.
CFO/Controller Outsourcing
We can act as your part-time financial executive giving you the flexibility to pay for these services when you need them while not incurring the additional overhead associated with adding an additional employee. The added benefit is get access to our entire teams' wide range of experience and education for the fraction of the cost of a full-time professional.
Evaluate and Redesign Finanical Reporting Systems
Whether you are a sole business owner or a multinational corporation we offer a variety of solutions to our clients, leveraging our staff's years of experience and innovative knowledge with your firm’s capabilities. As part of your growth plan, we work to achieve a reporting system that adequately reports the information in a manner that can be benchmarked for performance. In this manner, we can assist you in achieving those results.
Mergers/Acquisitions
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations. We are best prepared to assess these important features due to our corporate tenure and business valuation experience.
Strategic Business Planning & Facilitation
CEO’s need results, not another system. Yet it is a common assumption that those that plan strategically derive the greatest business results. We have a proven, proprietary process and facilitation service that greatly simplifies the business planning process.
- Is your management team aligned and focused on the 4-6 key initiatives that will make this year a success?
- Is the plan being implemented?
- Is your team achieving those results?
- Are your company’s planning & performance management systems effective and efficient?
If you answered no to any of these questions, call us to discuss how we can help you to quickly identify create a flawless and timely implementation of a plan that works!
Tax Planning, Strategy and Preparation
Jones Nardi, PLLC specializes in tax advisory consulting and tax compliance services for a wide array of clients in a vast number of industries.
We offer a proactive approach to ensure that our clients pay the least amount of tax possible and stay in compliance with the Internal Revenue Code. For many people, paying taxes seems like a 'necessary evil' that must be dealt with on an annual basis.
We approach the topic of taxation from a different angle by helping design a comprehensive, proactive, tax minimization strategy with our clients that fits their personal and business needs. Rather than merely 'filling out your tax returns' at the end of the year, we work with you to ensure that you're not paying more tax than you're legally liable for.
We accomplish this through analyzing your needs and objectives as a taxpayer, as well as, trying to identify your personal success goals.
At Jones Nardi, PLLC, we realize that our success depends directly on our client's success with our services. We are strongly committed to the relationships that we develop with our clients and sincerely appreciate our opportunity to serve them as best as we can.
With experts in individual, corporate, LLC and partnership taxation issues, planning opportunities and more, we are here to help you minimize your taxes and meet all of your reporting and disclosure requirements
We use state-of-the-art federal and state tax preparation, research and planning software, which joined with our extensive experience allows us to accomplish more to minimize your tax burden – whether you're required to file in a single state or in thirty.
Transition Planning Services
At some point every business owner will exit their business. Do you have a comprehensive plan of how to leave your business, whenever it may be? Leaving on your own terms, to the successor you choose, for the price you want (net of tax), and at the time you pick. A comprehensive transition plan helps make all of that possible.
Jones Nardi, PLLCi is dedicated to transition planning for entrepreneurs.
Over the years, we’ve assisted many clients with the sale of their companies, ranging from sales to individual buyers to Fortune 500 companies to Employee Stock Ownership Plans (ESOP's).
It's important to bear this concept in mind: Ultimately, for the value of your business to truly be a realizable asset for you, you will need to constantly work on it with a view to selling it sometime in the future. Whether you sell it or not are irrelevant- keeping that frame of mind means that at least you will always be in a position to sell it and realize its true value, if you should ever want or need to. This focus gives you a greater awareness of the need to understand its’ value and the drivers that increase its’ value.
People want to buy businesses that work, not businesses that are run by people who work and work and work. Transition planning then is an ongoing, ever improving process and is just as much about working on your business as planning for the future.