Vesta’s Advisory services involve leveraging data analytics, technology, and financial expertise to provide strategic planning and insights to clients. These services go beyond traditional accounting and auditing functions and focus on helping clients make data-informed decisions to improve their financial performance and achieve their business goals.
Tax Planning
Avoid tax surprises
Tax planning is like a financial superpower, it helps you minimize tax implications, so you can keep more of your money to spend, save, and invest in what matters most to you. Plus, it ensures you’re following the rules and making smart moves with your cash for a brighter financial future.
Transition Strategy
Seamless transitions with predictable success
Transition strategy is like crafting a smart game plan for your business. It is all about having a clear path to smoothly switch gears and making the most out of business’ twists and turns.
CEPA
Certified Exit Planning Advisors
Strategic Coaching
Growth Through Innovation
Strategic Coaching is like having a personal trainer for your business life. Vesta advisors provide guidance to improve your business with goal setting and accountability.
Business Valuation
Unlocking your business' true value
Business valuations help make informed decisions for selling, financing, planning, or legal matters. Vesta’s certified advisors meticulously combine financial data analysis and industry-specific factors, offering tailored solutions to meet your specific needs.
CVA
Certified Valuation Analysts
DATA ANALYTICS
Data insights to power decisions
Businesses need data analytics services to make informed decisions, enhance operational efficiency, gain a competitive edge, understand customer behavior, manage risks, and improve product development. Data analytics plays a vital role in today’s data-driven business landscape, enabling companies to leverage data for strategic advantage.
Management Reporting
Transforming data into strategic insights
Management Reporting is like a magic, de-mystifying glass for numbers and information. Business owners use data to solve problems, make decisions and learn new things.
ADVISORY IN ACTION
Facing challenges with the accuracy of its revenue and receivables records, an agricultural product manufacturer turned to Vesta for assistance.
As a direct outcome of Vesta’s Accounting and Strategy support over three years, the company achieved significant milestones, including a return to positive net profit, the payoff of their line of credit, and the establishment of a stable and reliable receivables balance.
Certifications
Our people make a difference
Vesta is a CPA-led advisory firm that is built on experience, education, growth, and development. Our advisors are experts in their fields and are constantly adding new skills and knowledge to their arsenal. These are just a few certifications held by our staff:
Certified Valuation Analyst (Business Valuations)
Certified Exit Planning Advisor (Exit Planning)
Lean Six Sigma Green Belt Certification (Data analytics)