CFO & Business Consulting

With 25+ years’ CFO-level and Business Consulting experience of helping clients and companies with key financial issues such as how to raise equity or debt or questions on company structuring, we can help improve your personal and business prosperity.

For more than 25 years, clients and companies have benefited from David Kupferman, CPA’s industry, tax, and accounting technology experience to resolve key issues like:

  • Should I raise equity or debt?
  • What’s my company worth? What will it be worth?
  • How should I structure my new company?
  • Will my business plan & financial model stand up under fire?
  • Should I factor my receivables?

Here are some examples of how our CFO and Business Consulting services can help you succeed:

Business/Startup Support

  • Complex variable business modeling
  • Budget & projection preparation
  • Business plan writing & editing
  • Business structure tax advising
  • Foreign-investor US operation setup/bridging efforts (nbound foreign company structuring)
  • Assist with financing & venture capital raising
  • Operational cashflow management advice & services
  • Strategic CFO-level type advice before, during, & after equity funding

Ongoing Business Accounting Support

  • General ledger & financial statement preparation
  • Bookkeeping (monthly/quarterly/annual)
  • Accounting system setup (QuickBooks & Xero) for new business
  • Business tax return preparation
  • Personal financial statement
  • Litigation support
  • Forensic analysis & investigations
  • Compilations of financial statements

Estate & Trust Planning

  • Security of surviving spouse & transfer of assets to beneficiaries planning
  • Business continuity & succession of ownership planning
  • Life insurance recommendations
  • Divorce-related consulting

Business Continuation & Restructuring

  • Tax planning for restructuring
  • Bankruptcy, insolvency & foreclosure assistance
  • Tax problem resolution
  • Business valuation

Other Business & Family Services

  • Business-financial planning showing tax consequences
  • Internal controls & accounting system evaluation & implementation
  • Tax compliance & strategy
  • Charitable contributions planning & consulting
  • CalCPA
  • CGMA
  • Quickbooks
  • Xero