Business Advisory Services

The core business of Fidel Martinez, CPA, PC is Business Advisory Services, by which we offer a wide range of services to clients including high net worth individuals, entrepreneurs, entertainment professionals, executives and their businesses. Our expertise and emphasis on goal setting, strategizing and long range planning will assist you in making more informed management and financial decisions. We coordinate our services by also working with your other advisors (attorneys, bankers, investment brokers) to effectively identify important issues or planning opportunities. By using our talent, experience, and skills, we are able to design a personalized level of service tailored to your specific needs.

THE SERVICES WE TYPICALLY OFFER:

• Preparation of Budgets, Forecasts, and Projections
• Deposit Monies, Review Receipts and Timely Payment of Personal/Business Expenses
• Compile Financial Statements
• Purchase/Leasing and Financing Activities for Acquisition of Major Assets Investment Analysis and Evaluation
• Tax Projects, Tax Planning, and Preparation of Quarterly and Annual Federal, State and Local Tax Filings
• Coordination of Personal and Business Insurance needs
• Cash Management Advisory Services (Analysis of Cash Flow)