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.
Live planning utilizes a bookkeeping team member, tax team member, and strategy member to work together with you for a dynamic approach that considers real-time changes in an individual or business’ financial situation. Live planning allows us to adjust tax strategies to optimize tax efficiency with the most accurate and up-to-date information.
Integrated tax planning refers to a strategic approach that combines various tax-saving methods and financial strategies to optimize an individual’s or business’ tax liability. By coordinating investments, deductions, credits, and other financial decisions, it aims to minimize overall tax burdens and maximize after-tax returns. These meetings will involve our team along with your financial professional or a Vesta Wealth Management team member.
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.
With the assistance and expertise of Vesta’s Certified Exit Planning Advisor (CEPA), we provide support strategy and support for the transfer of the business. We refer to this as Value Acceleration Methodology (VAM).
This consulting service provides analysis and insights of the process of buying or selling a company. Vesta certified advisors help keep the deal moving and coordinate the steps the board or owners need to take to close the transaction.
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.
Management Coaching provides personalized guidance, support, and development opportunities to managers. It focuses on enhancing leadership skills, decision-making abilities, communication, and problem-solving capabilities. The aim is to empower managers to achieve their professional goals, improve performance, and drive organizational success.
This service offers a reliable meeting schedule with an experienced Vesta Business Coach to discuss growth, personnel, marketing, efficiency, and other critical aspects of your business. Vesta Coaches provide one-on-one accountability meetings to discuss progress on action steps to accomplish goals set by the Strategic Plan.
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.
A Certified Value Calculation/Conclusion of Value is a legal document prepared by Vesta’s Certified Valuation Advisor for borrowing, planning, buying or selling small to medium sized businesses, or other legal processes businesses encounter.
Valuation Consulting continually monitors and assesses the value of assets or investments. It includes regular analysis, updates, and adjustments to reflect market conditions, performance, and changes in the value of assets, providing accurate and up-to-date valuation information for investment decision-making.
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.
Excel® Automation streamlines and optimizes repetitive tasks and processes using Excel® macros, formulas, and automation features. Vesta advisors then develop customized solutions to automate data entry, calculations, reporting, and analysis, saving you time and improving accuracy.
Decision-Support Services provide expert guidance and analysis to assist in making informed decisions by collecting and analyzing data, conducting market research, evaluating options, and providing recommendations to support strategic decision-making and optimize business outcomes.
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.
KPI Tracking service involves monitoring and measuring key performance indicators (KPIs) to evaluate the success of business objectives. Vesta Certified Fathom Advisors analyze data, provide insights into performance, identify areas for improvement, and facilitate data-driven decision-making to drive business growth and success.
Forecasting utilizes historical data and statistical techniques to predict future trends, outcomes, and performance. It helps businesses make informed decisions by estimating potential scenarios, demand, revenues, expenses, and market conditions, enabling proactive planning and strategic decision-making for improved financial management and operational efficiency.
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: