Recording history in the form of financial statements and tax returns is only part of the portfolio of services available from Bay Sherman & Craig, LLP. We believe the principal purpose of historical data is to improve decisions which affect future performance.

Our strategic and financial planning programs are designed to assist the forward-thinking client.

We act as our client’s management support team, providing effective assistance in critical business decisions.

Working together, we assist in setting goals and developing and implementing tactics.


Coordinated efforts are proven keys to successful strategic and financial planning.

For emerging companies without a high-level financial manager we provide vital assistance on an as-needed basis.

This allows forward-thinking managers access to the expertise necessary for accomplishment of their goals.

For companies with financial managers, we provide the essential independent perspective for evaluating goals, strategies and tactics.


  Strategic Planning - building for the future

 

Here are some of the ways in which we support our clients:

Determine financing and / or capital required to fund future operations
Develop business plans, profit and loss and cash flow projections, and budgets to support
  financing proposals, enhance profitability, and improve financial control

Assist in preparation and presentation of financing proposals to lenders
Assist in recruiting and training of financial and administrative management personnel
Develop management reporting systems
Development of acquisition strategies and review of potential business acquisitions
Assist in the sale of businesses

 
 

  Financial Planning

 

In today's business environment, clients are looking for more than just the traditional services provided by accounting firms.

In addition to income tax compliance and accounting services, clients want their most trusted advisor, their CPA, to help with other financial needs.

Clients are looking for a "one-stop shop" that can integrate all of their financial needs.

Through BSC Advisors, LLC, our financial planning consultants will review your estate planning, investment and insurance requirements, and integrate these with your tax and accounting compliance needs.

Our team approach will provide you with the most creative thinking, and help eliminate fragmented and incomplete planning that results from lack of coordination.

BSC financial planning services are proactive and comprehensive.

Our emphasis is on the process, and not on any producer or provider. Our intent is to offer the broadest range of products, providers and possibilities for reaching your investment goals.

 

  Business Management Services - increasing productivity with
    business management

 

Time is a most precious commodity — and there always seems to be too little of it to go around.

Today’s busy entertainer, professional, and other higher worth individuals have little time for the more routine activities of day-to-day living.

Bay Sherman & Craig, LLP. Ready to help with business management services.

From the beginning of your association with BSC, you will have access to a staff of trained professionals dedicated to ensuring the security of your financial well-being.

Using the latest computerized accounting, tax and planning systems, Bay Sherman & Craig, LLP will take care of your bill paying, banking, accounting, tax planning, and tax return preparation, no matter how complex your finances.

In addition, BSC personnel will review insurance coverages, prepare cash flow analyses and assist in maximizing your income. BSC is available for consultations on a wide range of business or personal financial issues such as reviews of leases, investments and other agreements.

A BSC partner will gladly meet with you, and discuss our competitive fee structure relative to your particular requirements.

Timing is everything, and this may be exactly the time for you to alleviate the pressures of life’s daily hassles.

 

  Litigation Consulting - assistance in finding equitable and fair solutions for litigation
    and dispute resolution

 

Many legal disputes involve financial, accounting and income tax considerations.

At Bay Sherman & Craig, LLP, we work together with counsel throughout the entire litigation process to assist in the resolution of these conflicts.

 

Our specialties include:

Accountants’ malpractice
Business valuations
Contractual disputes
Fraud (including tax)
Family law
Investment broker malpractice

Services prior to trial:

Financial, accounting and income tax issues defined
Discovery and document request process assistance
Financial records analysis
Economic fact finding and analysis
Deposition preparation assistance
Analytical report preparation
Financial record reconstruction
Financial projection preparation

 

Settlement negotiations:

Prepare reports reflecting financial and
   income tax consequences of settlement    alternatives
Provide support in settlement negotiations
Assist in analyzing settlement proposals
Review of opposition financial claims

During trial:

Expert witness testimony
Exhibit preparation
Testimony outline drafts
Cross-examination preparation assistance
Rebuttal argument preparation assistance