Skar Financial LLC

   ACCOUNTING - TAX - ADVISORY

Part-time CFO and Controller Services

Below is a list of the advisory based services we offer.  This list serves as examples of how we can help our clients and is not intended to be all-inclusive. For advisory services, it is best to call us for a free consultation.  Call us today or submit a request for proposal here.   

Individuals / Sole Proprietors: 

Businesses:

  • Tax Reduction Plans
  • Business Plans 
  • Retirement Planning
  • Investment Portfolio Evaluation
  • Real Estate Sales & Leasing
  • Contracts Review
  • Personal Financial Planning
  • College Savings Analysis
  • Company Benefit Comparisons
  • Employee Stock Options & RSUs
  • Personal Financial Statements
  • and more...


  • Entity Selection, Formation, and Licensing
  • Business Plans & Financial Statements for Lenders
  • Process Analysis, Improvement, & Implementation
  • Sales Tax Setup, Processing, and Compliance
  • Mergers & Acquisitions (Due Diligence & Integration Plans)
  • Annual Budgets & Financial Forecasts
  • Treasury Management & Cashflow Forecasting
  • A/R Collections & Invoicing Analysis
  • Audit Preparation & Organization
  • Internal Control Evaluation & Testing (SOX-404)
  • Board & Executive Management KPI Reporting
  • Purchase Price Allocations
  • Technical Accounting Analyses (GAAP & IFRS)
  • Consolidated Financial Statements
  • Insurance Coverage & Risk Analysis
  • Tax Provisions
  • and more... 

Go back to Services page.