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 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.
A tax projection is a forecast for estimated tax liabilities due come tax filing time. We’ll work to review income, deductions, credits, and changes in tax laws to help you anticipate and plan for upcoming tax obligations accordingly.
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.
Selling your business or transferring it to family or employees is a process that is typically only done once in a lifetime. Vesta helps develop a plan for your business to continue to operate successfully no matter your exit strategy.
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.
Vesta will facilitate the four steps of business strategic planning, SWOT analysis, Vision planning, Goal setting, and Action plan development. The information is then correlated and documented in a written Strategic Plan, which business owners use to guide their company.
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.
Official Value Calculations and discussions help to facilitate growth strategies for small to medium sized businesses.
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.
Power BI® Development designs and builds intelligent business solutions using the Power BI® platform. It creates visuals, develops dashboards, and generates reports, transforming raw data into actionable insights. The goal is to provide interactive and visually appealing data analytics for informed decision-making.
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.
Vesta helps clients by tracking crucial information about your company’s financial history, its current financial position, and expected short and long-term cash availability.
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.
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: