Management Advisory Services

Profit and Not-for-Profit Services

Today, organizations need to offer a competitive array of benefits in addition to managing daily operations and tasks.  With our broad base of knowledge and services, Equimark can aid you in functioning efficiently and effectively.

Some of the services from which your business or not-for-profit organization can benefit include:

• consulting and training in accounting
• projection and forecasting preparation
• quarterly financial statement analysis
• financial statement audit facilitation
• cash flow planning
• money management assistance
• business plan development
• operations planning
• pension plan analysis
• controller support
• employee benefits
• benchmarking investments
• tax return consulting (a short e seminar is available on line)
• stock options modeling

Equimark has a team of professionals to help facilitate your operations.  Further, being a member of a network of allied firms, we can refer you to someone who may offer specialized services suited to your particular needs.