With over thirty years experience in both private industry and public accounting, David Nosnik, MBA, CPA brings you the expertise in financial consulting many small business need but typically cannot afford. Until now. By focusing on specific practice areas combined with the benefits afforded by the latest technology in cloud-computing and computer financial modeling, we are able to achieve economies of scale, streamline processes, improve accessibility, monitor projects more effectively, and improve flexibility. All resulting in savings we pass on to our clients in the form of very affordable fees. In fact all of our professional work is done on a fixed fee basis. We believe this approach enhances our productivity and reduces the concern of our clients of unexpected costs.

We provide financial consulting services in the following areas:

  • Business Plan Development. Typically needed when looking for debt or equity funding from your commercial bank or venture capitalist. 

  • Design and implementation of the corporate forecasting and budgeting system. A key tool for managing in today’s economic environment.

  • Development of a system of internal accounting and financial controls including accounting policies and procedures

  • Assistance in fund raising including analysis of financial needs and funding options; development of the business plan and funding request, and management of the funding process.

  • Cashflow management including review or development of the system of forecasting and budgeting; analysis of trade and other receivables, trade and other payables and financial commitments, inventory management and control, investment and financing activities.

Our services are on a discrete project basis or as an on-going advisory and assistance role (INFORM).

Call us to schedule a free evaluation of your needs

(972) 332.1905

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