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Business Advisory

Business Advisory Services in Pembroke Pines

top view of business team working in officeAt Janette L Davis, CPA, LLC, we are equipped to help your business move towards financial growth with our business advisory services. Our team has over a century of combined experience in tax, finance, and accounting. By taking advantage of our effective business strategies and services tailored to your industry, you position your company to succeed.

We are dedicated to exceeding your expectations and look forward to working alongside you. Our Pembroke Pines office is located in the Walnut Creek Plaza and is accessible from Cooper City, Fort Lauderdale, Hollywood, and the surrounding communities. Contact Janette L Davis, CPA, LLC today.

Call Us: (954) 967-0969 Book a Consultation

How We Can Help Your Company Succeed

business person looking at financial graphsWe understand that every company is unique in its short- and long-term goals, finances, and operational methods. When you take advantage of our business advisory services, you can trust that we put in the time to understand your position and develop plans that move you towards your goals. We prepare your company for financial success by finding new avenues of sustainable expansion through industry-specific advice, strategies, and analytics.

Our skilled team is responsive, accessible, and continuously seeking ways to benefit your company. We work with businesses across a substantial range of industries and are prepared to devote our expertise and experience to your situation. When you choose to work with Janette L Davis, CPA, LLC, you can rely on us to be your skilled accounting and tax partners.

Effective Planning to Boost Your Company's Performance

When it comes to developing your unique financial strategy, we consider your business's operating procedures, structure, and financial aspirations. We help you understand where your business currently is and walk you through strategies to achieve improvement.

Strategic Business Planning: We help businesses optimize their procedures, cut unnecessary overhead costs, and plan for sustainable growth. By taking into account your short- and long-term goals, we can find ways for you to tap into your market as efficiently as possible. We analyze your primary revenue streams, which departments are exceeding expectations, and help you execute and revise your plan.


Budgeting: By looking into the amount of money you have to work with, and allocating it to reflect your goals, we set up a working budget to propel your company forward. We assist with cash flow management to ensure your company's finances are being spent productively to strengthen your business.


Strategies for Growth: After your company breaks into your target market, it's essential to plan for your business's strategic and sustainable growth. We help you understand your capital needs, how your company is positioned financially, and how to target your intended audience most effectively.


Tax Strategies: You worked hard to create revenue throughout the year, and our team wants to preserve as much of your company's profit as possible. We offer tax strategies that allow you to maximize your deductibles and minimize your liabilities. With our oversight, we take care to get your taxes filed on time so that you avoid costly IRS penalties and back taxes.


Retirement Planning: As a business owner, it's essential to plan for your retirement and have a firm grasp of your financial situation in the years leading up to your exit from the workforce. Our team can create a personalized strategy for your retirement that sets you up to comfortably enjoy the rest of your life. We work alongside you to develop a retirement plan that takes care of you and your business, and adjust should your situation change.

Careful Business Analysis to Keep You on Track

Using the most advanced accounting software, we provide analytics that give you a clear view of how your company stands financially. We help you understand how to track your key drivers for revenue, profit, and enterprise value. By providing clarity on your financial situation, we put you in the position to effectively adjust your strategies. We can provide services such as:

  • Business Expense Analysis: Your executives need to understand where your company's money is being spent. Perhaps there's a way to reduce product development costs without reducing product quality. Is there an extra step in your manufacturing process that is eating up funds? We use accounting software to reveal where your money is going and provide advice on saving in the future.
  • Business Plan Review: We discuss your overall company strategies, ongoing plans, and financial targets to get a sense of how your company is performing. Our team can alter existing strategies and procedures to adjust to changing circumstances and keep your business running as smoothly as possible.
  • Working Capital Needs Analysis: By digging into your revenue and expenses, we can advise you if your company is in an ideal position to expand or if you need to look for additional capital.
  • Business Resilience: Your company must have the flexibly to adapt to adverse conditions while protecting your team and delivering your product. We analyze your business's readiness to deal with disruptions such as natural disasters, technological issues, supply chain failures, and more.

Optimizing Your Business's Operations

financial charts and tablet on deskWhen you choose to partner with Janette L Davis, CPA, LLC, we help you understand your company's current performance and open your mind to your business's profit potential. By providing you with ways to streamline your operations and manage your money, we put you on the path to financial success.

We are expertly prepared to assist your executives with any documents that need filing. We provide advice on entity selection for start-ups, which directly impacts your company's tax obligations, and we can also file the associated paperwork.

If you require cash flow management services, we can assist you. Our team tracks the money coming into and out of your business to make sure you aren't overspending, and we recommend new sources of revenue as needed.

We want you to feel as though you have a firm grasp of your company's standings and options to achieve your goals. When you use our services, you will learn how to increase your profit, minimize your tax liabilities, and strengthen internal controls. Our team reviews the critical drivers for revenue, profit, and enterprise value with your executives and company leadership to ensure everyone is on the same page.

Supporting You with Pembroke Pines Business Advisory Services

We develop a personal relationship with you as we work towards your company's financial success. Our experience and accounting skillsets have allowed Janette L Davis, CPA, LLC to assist countless companies with their business needs. Get in touch with us today!

Call Us: (954) 967-0969 Book a Consultation

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© Janette L Davis, CPA, LLC 2021