Our Financial Services

The right combination of support and guidance can make all the different.
Our trusted team helps minimize risk, prioritize strategy, and manage
ongoing accounting duties. It’s full-service, to fit your needs.

Strategic roadmap

We develop analytics-driven strategic options for you, and identify funding alternatives that yield the best outcome. You will be well-prepared for Board and investor discussions with a detailed Financial Plan. Your executive team will be able to make timely and informed decisions based on a pro forma plan. Bank and auditor relationships will benefit from clear communications. 

One of your most important strategic decisions may be when to acquire another company, or be acquired by someone. The driving force may be competitive, strategic or purely financial. Fortunately, with IKF on board, you’ll be able to evaluate and act on opportunities with confidential, unbiased advice. 

Ongoing accounting support

We stay on top of day-to-day accounting for your firm, using our own accounting team or supplementing your team as needed. We provide the full range of accounting services, in addition to management dashboards, which give you visibility into each function. 

What really sets us apart, though, is our laser focus on cash management. As an entrepreneur, you know that timely cash management can be the key to healthy growth, as well as bank and investor relationships. From time to time, cash crunches can happen to any firm. Knowing how to manage such a crunch can be the difference between merely getting by, and thriving.

Complete compliance reporting

We meet all compliance requirements, including Federal and State taxes, sales and payroll taxes, financial audits, government contract and grant reporting, as well as consolidation reporting. Compliance may not be the most exciting part of your management duties, but with IKF you can trust that it’s being handled well. 

Infrastructure building

Scale up your business by deploying management controls and systems, such as inventory management, purchasing, T&E policies, HR handbooks, and hiring methods. We also assist with restructuring and liquidation, if needed. 

As your business grows, you’ll want to build the support infrastructure your team needs. With IKF’s assistance, you can be sure you’re focused on just the required components: neither too late, nor too early for your situation. 

Corporate tax consulting

We’re pleased to be able to introduce full-service tax preparation to our clients. We support business tax needs of all types, including S and C-corporations as well as partnerships. Corporate tax services include tax consulting to ensure your company is set up for the optimal tax outcome, audit representation in the event you are audited by the IRS or a state tax entity, tax preparation, including all compliance filings, and transaction advice, so you can plan ahead to structure mergers and acquisitions for the best tax benefit

Risk management

Mitigating risk requires knowledge. That’s why we make sure we understand your business, the components that impact your success, and the challenges — both seen and unseen — before taking any action. Businesses often face ongoing risks and opportunities and understanding how to reduce one while capitalizing on the other can be the difference your company needs.