Services

What we do.

SERVICES

Financial Forecasting and Analysis

While we take on the brunt of the financial work, we recognize that business owners must understand the business’ finances, so we handle all of the financial dirty work, then provide owners with actionable and easy to understand financial reports. Our reports enable owners to quickly evaluate the financial implications of operational decisions, making it easier than ever to generate profits and cash.

Business Process Development

AM Advisors will help you get the most out of your team. AM Advisors’ system will track the production hours for invoicing and payroll. By accurately tracking your team’s time, our system measures job profitability and personnel efficiency while accelerating invoicing and improving cash flow. Our system removes further mitigates expenses by everything from project subcontractors to reimbursable costs at the accounts payable level. We will help you uncover key business practices that will lead to new cash, new profits, and new levels of freedom. 

Accounts Payable and Accounts Receivable

Payroll and Time Management

Beyond helping business owners make better decisions, AM Advisors makes your CPA’s job easier. CPAs’ jobs become less labor intensive with the organized, accurate financial information provided by AM Advisors. This means less time spent on tax planning and the preparation of a small business’s financial statement.

Strategy and Organization

Transition is inevitable. It is either voluntary or involuntary. We are focused on helping our clients be proactive in the evolution of their lives and their business. We have successfully implemented many transition plans for our clients, putting in place a plan for succession with equity and profit sharing, and key employee retention. We mange the process and handle the numerous documents and drafts to help out clients understand and navigate this complex journey.  With our proprietary tools in place we can easily generate in-house valuations of your company for this transition. We bring peace of mind to you and your family.

Transition Planning

Reimagine what’s possible for your business, today.

If you’re interested in finding out more about AM Advisors’ system, contact us with questions or schedule a no cost, no obligation initial meeting.

CERTIFICATIONS