Whether you’re navigating the path to your dream retirement or aiming to enhance shareholder value for your business, Golub, Senitt, Rosenberg & Co. offers expert financial consulting tailored to your goals. Professional advice empowers you to formulate the best financial strategy, mitigate risks such as tax implications, and avoid potential pitfalls.

Personal Financial Consulting

Managing personal finances can be complex, especially when facing unique circumstances that make tax season stressful. Golub, Senitt, Rosenberg & Co. provides personalized financial consulting services, considering the entirety of your financial situation. We assess debts, assets, income sources, expenses, and more, working with you to understand specific goals like retirement planning.

Some areas of personal financial consulting include:

• • Retirement planning
  • Tax planning
  • Estate planning
  • Gifts and inheritances
  • Debt payoff strategies
  • Financial growth strategies
  • And more

We illuminate blind spots, evaluate strengths and weaknesses, and propose strategies to help you reach your financial goals, offering professional advice to manage your finances effectively.

Financial Consulting For Businesses

Many medium and smaller businesses require advice on one-off situations. With experience in controller/fractional CFO roles, our team assists in banking, mergers, and insurance requirements.

• • Banking: Compliance reporting and personal financial statements can be prepared to meet banking requirements.
  • Mergers: We offer analytics expertise required for mergers, drawing from experience with Venture Capital firms.
  • Insurance: We help businesses assess insurance needs, manage audits, and provide financial data for coverage comfort.

Beyond one-off situations, we provide intensive financial consulting services for businesses, including month-end close, controller, or fractional CFO roles. Understanding tax risks and effectively planning and managing finances are crucial for business survival and growth. Our services aim to enhance capital efficiency and increase shareholder value.

We take pride in fostering business growth, leveraging our 20+ years of experience to understand the unique needs of each company. Our financial solutions are tailored to provide the best possible outcomes.

Understand And Improve Your Financial Situation With GSR

If you feel your personal or business finances need improvement or seek advice, trust the certified public accountants at Golub, Senitt, Rosenberg & Co. Our financial consulting services uphold the highest standards of professionalism.

Specific financial consulting services we provide include:

• • Tax management consulting
  • Tax risk consulting
  • Financial reviews and compilations
  • Tax retirement planning
  • Tax planning
  • Controller services
  • Fractional CFO services
  • Month-end close
  • And more

Contact us today to explore how our financial consulting services can help you achieve your goals.