Advisory Services

We provide exit planning, valuation, litigation support and consulting to support our clients' most challenging business decisions. Our deep bench of expert CPAs guides our clients on an array of financial issues.

Our CPAs are experts in tax preparation, audits and outsourced accounting, but that’s not all we do. When you hire us, we become your partner in a wide range of financial issues. We think strategically, offer valuable insight and guide you to make the best financial decisions possible for you and your business.

Gelman, Rosenberg & Freedman cares deeply about the success of each of our clients. In response to our clients’ needs for additional advice or guidance, we have stepped outside the usual service offering of a CPA firm to offer advisory services.

GRF’s Advisory Services

You may need advice on challenging business issues or divorce proceedings. Or perhaps you just need a fresh, innovative approach to complex financial matters. Whatever the situation, our team can help. When you work with GRF, you can count on our deep bench of business expertise to guide you through a range of financial needs, including:

Tax guidance

Some of the CPAs on our tax team also hold a master’s degree in taxation. This advanced level of education, combined with our experience handling all types of tax situations, ensures that clients receive high-quality tax planning advice. We guide individuals (including international employees) and companies toward the best decisions possible to meet their objectives. Learn more about our approach to tax.

Exit planning

Our certified exit planners help business owners grow the value of their company. We can help ensure they transition it to a family member or position it for sale at the desired price and within the desired timeframe. Learn more about exit planning.

Valuation

Our team includes CPAs Accredited in Business Valuation (ABV) as well as Certified Valuation Analysts (CVAs). These designations allow us to accurately determine the value of your business or personal assets to support your legal case or business transaction. Learn more about valuation.

Nonprofit consulting

We have built a reputation in the industry for helping nonprofit organizations of all types and sizes. Our CPAs working in the nonprofit sector are passionate about helping clients streamline and optimize their operations, protect their tax-exempt status, and accomplish more with their funding – all while remaining focused on their mission. We currently work with more than 600 nonprofits locally and around the world. Our CPAs help nonprofits resolve some of their most complex challenges and develop strategies to take advantage of unique opportunities. Read more about our nonprofit tax services.

Contractor compliance

We assist government contractors in navigating complicated federal regulations. Our thorough process ensures you abide by the Office of Management and Budget (OMB) Uniform Guidance standards (Title 2 CFR 200), Cost Accounting Standards (CAS) and Federal Acquisition Regulations (FAR). We advise you on ways to operate more efficiently and can guide you through any financial challenges that government contractors may face.

GRF’s Approach to Litigation Support

As part of our advisory service, we assist individuals who need to take legal action or who are facing litigation.

You will work directly with CPAs who specialize in handling complex and sophisticated financial matters. Our team includes a Master Analyst in Financial Forensics, CPAs with financial forensics certifications and certified fraud examiners. They use their investigative skills and forensic accounting experience to assist your legal team and strengthen your case.

Our advisors can:

  • Provide expert witness testimony
  • Assist in developing questions and answers for depositions
  • Evaluate settlement proposals

Let's Talk

Contact us to learn how we can help you and to meet our specialists.

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