At Rolleri & Sheppard CPAs, we understand the complexities our clients face in today’s rapidly evolving business and financial landscapes. Our consulting services are designed to help individuals and companies of all sizes identify opportunities, address challenges, and create a pathway to success. From startups finding their footing and established corporations navigating growth to individuals looking to plan for retirement and preserve their wealth for future generations, our team is ready to provide customized strategies aligned with your needs and optimize to achieve your goals.
Our Consulting Services
We offer a diverse suite of consulting services designed to meet the various needs of both businesses and individuals. Our approach is straight forward – we prioritize results and leverage a collaborative team effort to ensure your goals are met, gauging our worth by the personal and business successes of our clients.
Business Consulting
We can help your business identify obstacles to profitability and growth, offering actionable solutions that are both technically sound and practical. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Business Entity Selection
Choosing the right legal structure for your business (e.g. “S” corporation, sole proprietor, limited liability company) can have long-term tax and operational implications. We’ll walk you through the pros and cons of each entity type, so you make the best decision for your company.
Business Succession Planning
Successfully transitioning your business to its successors is essential to ensure its continued growth and stability once you step away from daily operations. Effective planning is key to navigating this pivotal shift. Drawing on extensive expertise in tax and financial matters, we are well-equipped to help you craft a succession plan that positions your business for sustained growth and future success.
Buying & Selling a Business
Properly structuring a business purchase or sale is a vital step in ensuring a successful transaction. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
Estate Planning
Effective estate planning ensures a smooth transfer of assets to your beneficiaries, provides financial security for your surviving spouse, and helps minimize or eliminate taxes on the transfer of your business and other assets. For business owners, planning for continuity and ownership succession is crucial. Our team is here to guide you through the complexities of organizing your financial affairs. We simplify the process, ensuring your assets are managed with care, your loved ones are protected, and tax burdens are minimized.
Retirement Planning
Achieve financial independence during retirement with a strategic approach to long-term planning. Through successful implementation and periodic review of your financial plan, we’ll help you achieve financial independence during your working years and in retirement.
Who We Serve
Our consulting services are designed to support a diverse client base, including:
- Small Businesses seeking cost-effective solutions for growth and stability.
- Startups looking for guidance on legal structure, finances, and sustainability.
- Corporations seeking to optimize operations and streamline transitions.
- Entrepreneurs launching new ventures and looking to maximize profitability.
- Individuals navigating personal financial complexities.
Get Expert Financial Guidance – Contact Us Today!
Our CPA audit services provide thorough financial analysis, ensuring accuracy, compliance, and transparency for your business.
Why Choose Rolleri & Sheppard CPAs
Expertise
With more than 75 years of combined experience, our partners bring unmatched expertise to every client. Our staff accountants are hand selected, receive the best training and continuing education available, and strive to stay on the cutting edge of the latest technology and software.
Personalized Solutions
We understand that no two clients are the same, and our personalized approach ensures strategies that address your unique financial objectives and concerns. We provide clear, realistic solutions grounded in our financial and operational expertise. Our goal is not only to solve immediate challenges, but also to pave the way for future growth and sustainability.
A Trusted Partner
We combine large firm resources with a small firm personal touch to deliver tailored tax and accounting solutions. Our collaborative approach builds long-term relationships focused on financial stability and success. By understanding your goals first, we can craft a customized approach to help you achieve your objectives.
Industry Leaders
Our partners, recognized as leaders in their field, regularly educate local business groups through accredited courses and actively contribute to their profession, serving on Connecticut State Society of CPAs tax, peer review, and nonprofit committees. Our managing partner is also the chairman of the State Society of CPAs Professional Ethics Committee.
Contact Our Consulting Team
Take the first step toward optimized growth and successful strategic planning.
Contact us today to learn how our consulting services can help you achieve your business and personal financial goals.
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