Financial Planning & Analysis

Financial Planning & Analysis

Financial planning and analysis is critical for businesses and family offices as a foundation for future assessments and informed decisions regarding financial health, performance, and risk. We enable our clients to identify opportunities for optimization through our thorough assessments and financial evaluations. 

Andersen professionals deliver, clear, objective, and independent advice to drive strategy through services that include:

• Financial Reporting, Budgeting, & Forecasting
• Comprehensive Performance Reporting
• Cash Flow Review & Analysis
• Capital Sufficiency Analysis

We help organizations address a variety of needs including:

• Local, state, and federal tax compliance and filing
• On-site project management to document standards, processes, and controls.
• Tax reporting requirements related to financial statements, K1s, and 1099s.