SGO Advisory LLC is a licensed Florida Certified Public Accounting firm serving small and mid-sized privately held businesses, locally, nationwide and internationally.
We offer our clients a wide range of accounting, tax planning, tax preparation, and business consultant services, along with outstanding support.
Expertise, reliability, and trust are the core values that influence all our actions as a professional service firm. From basic accounting and financial analysis, to complex reporting and tax compliance, to effective business advice and consulting, we can take care of all your business needs.
Our firm has served small and mid-sized businesses for almost 20 years.
Each of our firm’s Directors have over 35 years’ of client serving experience, including over 15 years’ senior management experience in several of the largest and most respected CPA firms in the world.
We aren’t driven by serving a large volume of clients with basic or limited services. Instead, we focus on providing hands-on assistance and expert business advice to our clients.
We are always accessible, involved in planning with them for their success, working with the best tools and technology as enablers for them to monitor and execute effectively, and delivering superior services quickly and on time.
Whatever you need, we have the knowledge and the experience to take care of you.
TAX & REGULATORY COMPLIANCE
SGO Advisory provides clients with customized tax compliance services every step of the way.
From Tax and other regulatory compliance planning, to preparation to problem resolution and representation services, we're here to manage all of your needs with personalized care.
We work with clients on- Domestic and international taxes- Corporate partnership and individual income taxes- Sales and property taxes- Employer payroll taxes.
EXTERNAL USE FINANCIAL STATEMENTS
Stockholders, creditors, and private investors often need CPA assurance that the financial statements accurately represent the true financial position of a company.
SGO Advisory provides the following financial statement services to clients.
Financial Statement Reviews:
Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements, and various inquiries we make of your company's management team.
Why might a business request a review engagement? It can be a good middle ground, providing the advantages of a CPA's technical expertise without the work and expense of an audit.
Financial Statement Compilations:
In compiling financial statements for a client, we present information that is the "representation of management" and expresses no opinion or assurance on the statements.
Compilations don't require inquiries of management or analytical procedures. Instead, we rely on our knowledge of accounting principles and a general understanding of your business.
Banks often require compilations from an independent CPA as part of their lending covenants.
OUTSOURCED ACCOUNTING, REPORTING & ANALYSIS
As a business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.
Each month or quarter we'll do the following things for you...
Provide unlimited consultations
These are just a few important tasks that form the solid foundation of your small business accounting system.
We can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
FINANCIAL MANAGEMENT CONSULTING
Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time Chief Financial Officer (CFO) or Controller.
Our CFO & Controllership services give you a professional financial manager who works with you to help guide your business to success at a fraction of the cost of hiring a full time resource.
Here's what you get with our CFO & Controllership services...
More time to focus on new services, new customers and other core business issues.
Better understanding of the financial side of your business. So you have less surprises and more control over the money.
Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
Training and managing your accounting staff.
Improved quality and timeliness of financial information.
Budget preparation and monitoring.
Profitability analysis by service or product line.
Tax saving strategies.
Assistance in defining long-range plans and the quantification of goals.
Liaison with bankers, attorneys, vendors, insurance agents, etc.
Assistance in obtaining financing from banks, including assistance with negotiations.
Review/negotiation of insurance policies.
Development of company accounting procedure manuals.
Analysis of equipment purchases, expansions, etc.
Mergers and acquisitions assistance
Custom designed collection policies and procedures