Dan Hellmann, CPA
Gil Davis, CPA/PFS
CONTACT
CASE | SABATINI |
Case | Sabatini stands
out among professional services firms for its experience and expertise in
serving general and specialty contractors.
Construction is our firm’s
largest industry group, and our longest-running industry focus. Over the
past 35 years, our firm’s specialized construction expertise has allowed
us to accumulate a remarkable market share;
we serve well over 100 construction companies, including several of the area’s largest
contractors. Our objectives:
- Maximize
profits
- Minimize
taxation
- Empower
you with financial information and advice designed to help
you better manage your company.
How we achieve this: For businesses in this
dynamic sector, we’re able to bring a full range of professional
services to the table.
Typical services for contractors include:
- Compilations, reviews,
and audits of financial statements
- Budgeting,
forecasting, and projections
- Mergers and
acquisitions
- Comprehensive tax
services -- including sales tax related issues, off road fuel tax
credit refunds, multi-state taxation (apportionment formulas), look
back calculations
- Services for owners:
tax planning, financial planning, wealth management, investments. See
CSD Financial for details.
- Bonding assistance
- Contract claim litigation
support
- State prequalification
forms
- Software and job
costing, specialized financial reporting and accounting software
selection, implementation, and training
- Cash flow and
burden/overhead analysis - e.g., analyzing job billings, job
receivables, and change order billings
-
Construction-specific internal audit
services
- Operational consulting
- Special
investigations
- Bookkeeping and
write-up services
- Personal financial
statements
- Business succession
and estate planning
- Financing alternative
analysis
- Employee benefits
services
-
Business
valuations
- Specialized
real
estate development services
-
IT Consulting
-
Marketing services
In short,
it would be
tough to find a firm more qualified to serve your company
than Case | Sabatini. Our professionals understand your industry, are
involved in it, and have amassed the financial and technical best
practices to help build your business. |
Mark Ulishney, CPA
CONTACT
CASE | SABATINI |
