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.
Proud of Our Involvement In and Support Of: