consulting services

consulting services

"We feel that our CPA at KMA Bodilly has our best interest in mind, and we get excellent advice."

You’re looking to fine tune your business to become more competitive. Should you start with Technology, Process Improvement, Human Resources, Financial Management or Strategy? You can rely on us to prioritize and work through your specific business needs.

We work with companies to add value through efficiencies, financial modeling and exploiting what you do best.

Business Succession Planning

You’ve invested the majority of your time ensuring the business stays healthy and grows to the maximum potential. Now it’s time to explore all your options to before handing the business over to someone else.

We can work with you to sell the business outright, transfer the business internally or pass on to the next generation in the family. We work with business owners through each critical step of succession planning focusing on strategy, structure and implementation.

Business Valuation

You would like to know what your business is worth or looking at a business to purchase. Most owners of a business don’t know what their business is worth, nor do they know what drives the value of a business or how to improve/enhance its value.

We’ll look at the entire picture when evaluating a business from reviewing the future outlook, comparable, historic sales and intangible assets that may add unexpected value to the balance sheet. We have accredited valuators who are members of the National Association of Certified Valuation Analysts (NACVA) in addition to being Certified Public Accountants (CPAs).

Federal and State Contracting Services

You need help filing reports due to government agencies for required annual renewal of contracts. We focus on helping companies navigate the Federal and State Contracting process.

We specialize in Department of Transportation overhead rate calculations and have worked closely with the Wisconsin DOT and the Indiana DOT. In addition, we oversee annual DOT audits. We also provide services in Wide Area Work Flow (WAWF), an electronic invoicing system used by the Department of Defense and other federal agencies.

Strategic Planning

Is your company’s strategic plan resulting in more efficient business operations and synchronized efforts? We provide an intelligent strategic planning solution to get your company back on track with your goals and objectives allowing you to be in control – steering your company’s growth.

We use The Balanced Scorecard, defined by David Norton and Robert Kaplan at Harvard Business College, and introduced in a 1992 Harvard Business Review article. The philosophy is that an organization’s strategy must be translated into terms that can be understood and acted upon. A Balanced Scorecard uses the language of measurement to more clearly define the meaning of strategic concepts like quality, customer satisfaction and growth. A scorecard that accurately describes the strategy will serve as the organizing framework for the management system.