Consulting Services

Everyone faces challenging financial decisions! Everyone faces retirement and may need estate or college planning advice. Sedore works with our clients to ensure they make financial decisions based on sound fundamentals. No one can predict what will happen in life, but a little planning can go a long way toward preparing you for the future.

Our professionals are highly regarded as planning advisors, because of their experience, knowledge, and genuine compassion for advising clients on important financial planning issues. We focus on careful planning and developing services to meet the individualized needs of our clients, which assists you in preserve your estate and wealth during events such as preparing for long-term care, nursing home placement, transferring a business, or saving for a child’s education.

Services include:

  • Outsourced financial management such as CFO, treasurer or comptroller
  • Interim CFO/treasurer/comptroller services
  • Training and/or interviewing of new CFO/treasurer/comptroller
  • Assisting in year-end close
  • Annual report preparation
  • Bank reconciliations
  • Training clients to use accounting software
  • Internal controls
  • Retirement planning
  • Estate planning
  • Small business issues
  • Tax planning/year-end planning
  • Business valuations
  • Sale of business
  • Generational transfers
  • Budget preparation and processes
  • Internal management reporting
  • Accounting and procedural manual development
  • Work flow analysis, processing and reporting
  • Systems review and analysis
  • Financial projection and forecasting
  • Cash-flow management