OUR SERVICES
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Strategic Financial Planning & Analysis (FP&A)
Illuminating Your Path to Predictable Performance and Growth
The challenge
Many growing businesses struggle with a lack of financial clarity, making strategic decision-making difficult and performance unpredictable. You might be grappling with creating accurate budgets, forecasting your financial future, understanding key performance drivers, or knowing where your true profitability lies.
Our solution
Expert FP&A Guidance Wider Path Advisors provides comprehensive strategic financial planning and analysis (FP&A) services designed to equip your business with the forward-looking insights necessary for informed decision-making and the achievement of your financial objectives. We partner with you to build a robust framework for financial visibility and control.
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Treasury and Cash Flow Optimization Services
Enhancing Liquidity and Financial Resilience
The challenge
Many growing businesses face challenges with cash flow unpredictability, inefficient use of working capital, or feel exposed to financial risks. You might be concerned about maintaining sufficient liquidity to cover operations, unlocking cash tied up in the business, or managing relationships with your financial institutions effectively.
Our solution
Expert Treasury and Cash Flow Management Wider Path Advisors offers specialized treasury and cash flow optimization services focused on strengthening your company's financial resilience. We partner with you to implement strategies that improve liquidity, enhance working capital efficiency, and provide a strategic framework for managing financial risks.
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Strategic Finance and Capital Advisory Services
Guiding Your Business Through Key Financial Decisions and Strategic Milestones
The challenge
Growing businesses often reach critical junctures requiring sophisticated financial strategy—whether it's defining a long-term financial roadmap, optimizing capital structure for growth, preparing for a merger or acquisition, or getting ready to approach investors. Navigating these complex situations without seasoned expertise can be daunting and risky.
Our solution
Expert Strategic Finance and Capital Advice Wider Path Advisors provides high-level strategic finance and capital advisory services to help your business make informed decisions and successfully navigate significant financial events. We partner with your leadership to develop long-term financial strategies that align with your vision and maximize shareholder value.
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Finance-Driven Business Performance & Process Improvement
Driving Efficiency and Enhancing Your Bottom Line
The challenge
Are inefficient financial operations, uncontrolled costs, or outdated systems holding your business back? Many growing companies experience financial leakages, cumbersome workflows, or miss opportunities for profitability enhancement simply because their internal processes haven't kept pace with their growth.
Our solution
Targeted Financial Process & Performance Enhancement Wider Path Advisors helps you transform your finance function into a more strategic contributor to your business success. We conduct a thorough analysis of your financial operations to identify inefficiencies and opportunities for improvement, leading to enhanced performance, better cost control, and ultimately, a stronger bottom line.
5
Comprehensive Tax Solutions
The challenge
For many growing businesses, tax preparation can be a burdensome and complex process. Ensuring compliance while also aligning your tax strategy with your overall business financials requires deep understanding and expertise. You value a preparer who truly knows your business, coupled with the assurance of a licensed CPA's final approval.
Our solution
Integrated Expertise for Your Tax Needs Wider Path Advisors offers a comprehensive tax service that integrates our deep understanding of your business financials with the rigorous oversight and final attestation of licensed CPA partners. This collaborative approach ensures your tax returns are meticulously prepared, thoroughly reviewed for accuracy and compliance, and professionally filed, giving you complete peace of mind.
SERVICES PROVIDED
Strategic Financial Planning & Analysis (FP&A)
Key Components & Deliverables
Our strategic FP&A services are tailored to your needs and can include:
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Budgeting & Forecasting: Development of annual operating budgets, rolling financial forecasts, and scenario modeling (e.g., base case, optimistic, pessimistic scenarios) to assess potential outcomes and inform strategic pivots.
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Custom Financial Modeling: Construction of robust and dynamic financial models for various purposes, including business planning, investment analysis, and complex decision-making (for internal use).
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KPI Development & Performance Reporting: Identification of key performance indicators (KPIs) most relevant to your industry and goals, and the creation of management dashboards and reports to track performance against these KPIs and budget targets.
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In-Depth Profitability Analysis: Detailed analysis of profitability by product line, service offering, customer segment, or business unit to identify areas of strength and weakness, guiding resource allocation.
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Cash Flow Analysis & Forecasting: Examination of historical cash flows coupled with the development of short-term and long-term cash flow forecasts to ensure liquidity and anticipate funding needs.
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Variance Analysis: Systematic comparison of actual financial results to budgeted or forecasted figures, identifying root causes of significant variances and recommending corrective actions or strategic adjustments.
Benefits for Your Business
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Strengthen Financial Resilience: Build a more robust financial foundation to weather economic shifts.
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Optimize Cash Flow: Improve the predictability and availability of your cash.
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Unlock Trapped Cash: Free up capital within your working capital cycle for reinvestment or other needs.
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Enhance Liquidity: Ensure you have the necessary funds to meet obligations and fund growth initiatives.
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Mitigate Key Financial Risks: Understand and address potential financial exposures.
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Improve Banking Outcomes: Achieve more favorable terms and efficiency in your banking relationships.
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Protect Financial Assets: Implement better controls and processes.
Treasury and Cash Flow Optimization Services
Key Components & Deliverables
Our treasury and cash flow optimization services are designed to provide tangible benefits and can include:
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Working Capital Management: In-depth analysis and optimization of accounts receivable, accounts payable, and inventory levels to improve operational cash flow and reduce financing needs.
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Cash Conversion Cycle (CCC) Improvement: Development and implementation of strategies aimed at shortening your CCC, thereby freeing up essential cash within your business.
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Cash Flow Forecasting & Liquidity Planning: Creation of robust cash forecasting models, establishment of optimal cash reserve levels, and active management strategies for bank balances to ensure sufficient liquidity.
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Bank Relationship Management & Optimization: Advising on structuring banking relationships, negotiating favorable terms and pricing with financial institutions, and optimizing bank fees.
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Strategic Financial Risk Management Advisory: Identifying key financial risks (e.g., foreign exchange exposure, interest rate volatility on debt) and advising on high-level strategies to mitigate these risks.
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Payment Process & Controls Review: Advising on improvements to payment processes for greater efficiency and enhanced internal controls to mitigate risks.
Benefits for Your Business
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Strengthen Financial Resilience: Build a more robust financial foundation to weather economic shifts.
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Optimize Cash Flow: Improve the predictability and availability of your cash.
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Unlock Trapped Cash: Free up capital within your working capital cycle for reinvestment or other needs.
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Enhance Liquidity: Ensure you have the necessary funds to meet obligations and fund growth initiatives.
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Mitigate Key Financial Risks: Understand and address potential financial exposures.
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Improve Banking Outcomes: Achieve more favorable terms and efficiency in your banking relationships.
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Protect Financial Assets: Implement better controls and processes.
Strategic Finance and Capital Advisory Services
Key Components & Deliverables
Our strategic finance and capital advisory services are designed to provide clarity and confidence during pivotal moments and can include:
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Long-Term Financial Strategy Development: Collaborating with your leadership to define ambitious yet achievable long-term financial goals and developing comprehensive strategies to reach them.
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Capital Structure Advisory: Analyzing your company's existing mix of debt and equity, and advising on the optimal capital structure to support growth initiatives or refinancing needs (this is purely advisory and does not involve arranging or selling securities).
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M&A Support (Strategic & Financial Preparation): Assisting your business in preparing for Mergers & Acquisitions (M&A) transactions. This includes sell-side readiness (e.g., organizing financial data, identifying value drivers) or evaluating potential acquisition targets (e.g., financial modeling of synergies, supporting financial due diligence efforts from your perspective; this does not include acting as a business broker).
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Business Valuation (For Internal Strategic Use): Providing valuation analyses to support internal decision-making, strategic planning exercises, or discussions among shareholders (it must be clear these valuations are not for formal tax, SEC reporting, or litigation purposes where certified valuations are required).
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Investor Readiness & Pitch Deck Financials: Guiding you in preparing the financial components of your investor presentations, including financial projections and key metrics, and helping you understand investor expectations.
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Divestiture & Carve-Out Strategy (Financial Aspects): Advising on the financial implications and strategic considerations for divesting non-core assets or carving out business units.
Benefits for Your Business
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Navigate Complex Decisions with Confidence: Gain expert guidance for pivotal financial and strategic choices.
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Unlock Strategic Opportunities: Identify and capitalize on opportunities for growth and value creation.
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Optimize Your Capital Structure: Ensure your financing aligns with your growth plans.
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Enhance M&A Preparedness: Be better prepared for potential M&A activities, whether buying or selling.
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Improve Investor Readiness: Develop compelling financial narratives to attract capital.
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Maximize Shareholder Value: Make strategic decisions aimed at long-term value enhancement.
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Position for Future Success: Lay a strong financial foundation for enduring achievement.
Finance-Driven Business Performance & Process Improvement
Key Components & Deliverables
Our business performance and process improvement services are tailored to your specific needs and can include:
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Financial Process Review & Optimization: We map your current-state financial processes (e.g., procure-to-pay, order-to-cash, financial close), identify bottlenecks and control weaknesses, and recommend improvements to enhance efficiency, accuracy, and internal controls.
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Cost Optimization Strategies: Our team conducts a thorough analysis of your company's cost structure, identifying areas for potential cost reduction that do not impede growth or quality, and advises on implementing sustainable cost control measures.
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Profitability Enhancement Initiatives: We perform deep-dive analyses into product, service, or customer profitability and evaluate pricing strategies. We then help develop initiatives to improve gross and net margins.
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Advisory Support for System Selection / Implementation: When your SMB is considering new financial software (e.g., ERP, advanced accounting systems), we provide financial expertise to help define business requirements and can act as a knowledgeable liaison with software vendors (note: this does not include undertaking the technical implementation itself).
Benefits for Your Business
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Improve Your Bottom Line: Directly impact profitability through cost savings and efficiency gains.
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Enhance Operational Efficiency: Streamline workflows and eliminate financial leakages.
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Strengthen Internal Controls: Reduce errors and mitigate financial risks.
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Optimize Cost Management: Gain better control over your company's cost structure.
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Unlock Profitability Opportunities: Identify and act on areas to improve margins.
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Make Your Finance Function More Strategic: Transform financial operations from a back-office necessity to a strategic asset.
Comprehensive Tax Solutions
Key Components & Deliverables
Our Process Delivers Confidence:
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In-Depth Consultation & Preparation: We begin by gaining a thorough understanding of your unique financial situation. Leveraging this insight and our extensive finance experience, we meticulously prepare your federal and state tax returns, focusing on accuracy and identifying all relevant considerations.
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Expert CPA Review & Filing: To ensure the highest standards of compliance and professional diligence, all tax returns prepared by us then undergo a comprehensive review by an independent, licensed CPA. This CPA partner finalizes the return, officially signs it as the responsible party, and manages the e-filing process with the tax authorities.
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Clear Communication: Throughout the process, we maintain clear communication, keeping you informed and ensuring your questions are addressed.
Benefits for Your Business
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Simplify Your Tax Compliance: Experience a streamlined process.
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Deep Business Insight in Preparation: Benefit from tax documents prepared by someone with an intimate understanding of your business financials.
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Licensed CPA Attestation & Filing: Gain the confidence of a final review, signature, and filing by a qualified CPA.
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Accuracy and Efficiency: Our detailed preparation and CPA review process focuses on these key outcomes.
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Integrated Financial View: Ensure your tax approach aligns with your broader financial strategy.