Creating and managing a successful business requires expertise and tools from a variety of sources. Using and understanding the available tools can be difficult and time consuming. CAPATA has the expertise to provide you and your business with important consulting services that will help you quickly address the issues affecting your business and available tools that may help.

Accounting Software Selection & Implementation

Selecting a computerized accounting software package can be a daunting task. Since we are accounting professionals, we are exposed to most programs through trade journals and actual use. CAPATA can save you time and frustration by helping you choose and implement the right system for you and your business.

Business Consulting

Growing and managing a business requires the identification and management of areas that can negatively affect profitability and expansion. CAPATA has the expertise to help you develop solutions that are practical and technically sound. In addition, our staff can act as a sounding board assisting in the development of comprehensive, flexible strategies that address the important issues affecting your business.

Business Valuations

Knowing the value of your business is important, particularly when changes occur including the purchase or sale of a business, or the dissolution of a partnership or marriage. CAPATA has the knowledge and experience that will provide you with an objective analysis to assist in the valuation of any business.

Buying & Selling a Business

Buying or selling a business can be stressful. Having a partner that can properly structure the purchase or sale of a business can help ease the stress and ensure an efficient transaction. CAPATA has the experience needed to guide you through the acquisition/disposition process including cash flow analysis and tax considerations.

Estate Planning

Estate planning is a critical task for any successful business owner. CAPATA can guide you through the complex process of getting your financial affairs in order. We have the experience and knowledge that will ensure the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the tax due on the transfer of your business and other assets.

Financial Planning

Financial plans provide the structure needed to face the financial challenges likely to occur at any stage of life. CAPATA are experts at guiding you through the financial planning process, assessing your financial needs and developing strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

CAPATA has the experience and knowledge to help you develop your investment strategy. We will act as your sounding board, helping you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Management Advisory Services

With more than 25 years experience, CAPATA has guided the success of many qualified managers with our competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Pension & Profit Sharing Plans

Retirement planning provides significant tax advantages for closely held businesses and self-employed individuals. Understanding the plans (e.g. defined-contribution or defined-benefit plans, Keoghs, SEPs…) can be a difficult and time-consuming task. CAPATA has the knowledge and expertise to assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Retirement Planning

Planning for retirement is an ongoing process that changes as your business and your circumstances change. CAPATA is available to periodically review your financial plan and suggest successful implementation strategies. This periodic review will help ensure financial independence during your working years and through your retirement years.