• 631.777.2290
  • 35 Pinelawn Road, Suite #204W, Melville, NY
  • www.jrcpaonline.com

Management Advisory Services

At Jerome Rosenberg CPA, P.C., we are focused on helping owners management and investors understand both the long and short -term goals for their entities.

Through our Advisory Services we help you manage your tax situation, cash flow, sales, income, expenses and organizational goals rather than reacting to them after the fact when it may be too late. We get to know our clients through dialogue and analysis and help them identify what they want to achieve so that we can build a plan that aligns with those goals. We look at every aspect of your organization: evaluate its personnel, departments, sales operations, income, tax situation, pensions, benefits and bank relationships.

Our advisory services are tailored to help clients become compliant, tax efficient, more organized, more strategic and more successful in the way they manage their business and eventually monetize their most valuable assets. We pride ourselves on being trusted advisors who are proactive are committed to helping our clients succeed.

Business Advisory Services

When a client engages our team for business advisory services we help them with four key areas:

Compliance Services

Jerome Rosenberg CPA, P.C. has been providing tax and accounting services for more than 25 years. Our team is very experienced and we go beyond what is expected from typical CPA firms.

Tax Efficiency Services

We provide tax strategies with our client's goals in mind. Minimizing taxes is one strategy, but it is not always the best in every circumstance. We help business owners choose the right strategies; to be the most tax efficient they can be based on their goals.

Strategic Financial Services

Budget and cash flow forecasting is important for business owners to ensure that their activities support their goals. We meet with our clients regularly to analyze their performance and adjust where appropriate. Our goal is to help our clients build value in their company and eventually transfer their most important retirement asset to their personal balance sheet.