8505 Technology Forest Place
Every business or organization needs a clear sense of purpose of where it is today and where it wants to be in the future. To achieve this, most successful organizations rely on a strategic plan that can bridge the gap and provide guidance in developing ways to improve efficiencies and profitability in order to add value to a company and help achieve its goals.
Platinum Tax & Wealth Management, a Houston tax and bookkeeping firm, is a true business advisor with a wealth of business advisory and business consulting experience. We provide management consulting, financing assistance and strategic and business planning services to our small business clients in Houston.
Our services are customized to meet your individual needs and provide you with the convenience of working with a Houston-area tax and bookkeeping firm. Our collective experience in a broad range of industries enables us to provide consulting services in almost any financial and business situation including the following areas:
Acquisitions and mergersFinancial planningBreak even analysesBudgetsEstate planningBuy/sell agreementsCash managementCompensation programsFamily business issues
Financial projectionsInternal control evaluationsInventory controlsOperational reviewsProfit improvement planningSuccession planningManagement and operations reviewEstate and gift valuation
We offer a complimentary initial consultation to discuss our management consulting services. Call us today at 281-362-1444 and ask for Cindy Matranga regarding our business and financial consulting services.