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OVERVIEW
WHAT MAKES US UNIQUE
Licensed CPA Firm: Unlike many “Outsourced
CFOs” and bookkeeping firms, we are
regulated by several governing bodies making
us accountable for our work
Maximizing the Value of your Business: Our
priority is to not only provide you the numbers
but assist you in making profitable decisions
Diversity: Collectively, we speak over 9 languages
and have worked in 4 continents and multiple
industries
Affordable: We can offer a monthly fixed fee
option to reduce cost uncertainty and promote
affordability
Dedicated Team = Consistent Quality: We will
provide a dedicated team of subject matter
experts who understand your business and are
there for you all the way
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WHY OUR CLIENTS CHOOSE US
TESTIMONIALS
“BusinessWise has rapidly provided visibility into the true state of our financial systems and
has been an invaluable contributor to our company. We are a small business and the
caliber, breadth, and depth we receive via our arrangement with BusinessWise is ideal. I
would unequivocally recommend BusinessWise CPA and can unhesitatingly say we will
continue to rely on them going forward as an integral part of our operational team.”
– President of a GovCon Defense Manufacturing Firm
“BWC quickly demonstrated their experience in Investment Banking and secured for us a
large line of credit – something we were unable to do previously. They have tightened up
our financial reporting and have provided sound tax advice and precautions. I have found
BusinessWise to be responsive, innovative, and knowledgeable in business and financial
planning. The team members are valued assets to our company and organization.”
– Owner of a Healthcare GovCon Firm
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WHY OUR CLIENTS CHOOSE US
TESTIMONIALS
“BusinessWise CPA has been a Godsend! They are hard-working, knowledgeable, reliable,
and customer-oriented. BWC brings a team approach to providing a lot more than just the
accounting support we were getting from an accountant hired internally.”
– Owner of an Interpretation GovCon Firm
“Their government contracting knowledge and expertise was immediately impactful with
our indirect rate negotiations on a government contract that we have. BWC has done a
great job of jumping in with both feet to understand out business, our needs, and has
made numerous suggestions to improve the efficiency of our internal systems.”
– Owner of BioTech GovCon Firm
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SERVICES SUMMARY
WHAT WE DO
CFO Services
Government Contractor Solutions
Price to Win Strategy
Accounting and Tax Services
Capital Formation
Management Consulting Services
M&A and Exit Planning
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SERVICES
CFO SERVICES
Assessment and recommendations on existing
financial reporting policies and procedures
Assistance in securing short-term and long-term
funding
Customization of accounting and reporting
systems to accomplish client goals such as:
Divisional Reporting, DCAA Compliance,
Development of Provisional Rates, etc.
Assistance in preparing for external audits
Dedicated team to perform on-site and off-site
accounting using all major softwares including
Deltek and Quickbooks
Regular meetings with Senior Management to
review the financial reports and discuss practical
solutions to improve financial performance
Assistance in corporate tax planning
Provide other support as agreed upon in the
Engagement letter
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SERVICES
GOVERNMENT CONTRACTOR SOLUTIONS
DCAA Compliant Accounting & Financial
Reporting
B&P Assistance
Indirect rate development and submission
Assistance in securing funding through debt
and equity
Our subject matter experts have experience with
all major accounting software including Deltek
Cost Point and GCS Premier, and Quickbooks
We have customized Quickbooks software to be
CAS and DCAA compliant for numerous clients,
allowing the same functionalities and reports as
more expensive and complex systems, at no extra
charge with our hosted Quickbooks solutions
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SERVICES
PRICE TO WIN STRATEGY
Our Approach
Create a
financial
Compute
model to
cost
simulate
estimates for forward
successful
looking indirect
completion
rates based on
of the project likely scenarios
Gather market
intelligence
through
collaboration
with the marketing
function
Discuss and
achieve
management
buy-in on the
forward looking
rates
Create a
fully loaded
cost
proposal
based on
the
aforementio
ned indirect
rates and a
desired
profit margin
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SERVICES
ACCOUNTING & TAX SERVICES
CPA Reviewed Financial Statements
Corporate, Partnership, and Individual Tax Planning
CPA Compiled Financial Statements
Preparation of Federal, State, and Local Tax
Returns
Management use only statements
Preparation of Financial and Management
Reports including budgets, projections, ProForma Financial Statements, and other reports
as needed
Sales and Use Tax Reporting
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SERVICES
CAPITAL FORMATION
Capital formation from primary and secondary
sources including banks, private equity groups,
and other financing institutions
Structuring and preparing loan applications,
budgets, and projections, and owners
personal financial statements
In-person representation of our clients’
financial position to their banker
If you have a fast approaching deadline, whether
it is to pay your vendors or pay your employees, we
have a knack for finding you a solution with a
turnaround time you would not expect, after trying
to achieve this on your own
With a clear presentation of your firm’s goals and
financial statements, banks can more quickly make
a decision on what package they can offer
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SERVICES
MANAGEMENT CONSULTING
Establishment of internal control Policies and
Procedures
Balance Sheet restructure to reduce leverage and
improve cash flow
Financial Modeling and Forecasting
Enhancement of internal functions including
internal reporting, staffing, and collections
Development of various business segments
and divisions on standalone basis
Enhancement of existing cost structure
Compliance with financial reporting requirements
set by the SBA, DCAA, and Financial institutions
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SERVICES
M&A AND EXIT PLANNING
Review and normalization of existing financial
statements
Development of reasonable projections based
on key factors
Company valuation services
We can help answer questions such as:
-”Am I better off selling the business now or
implementing new strategies and running it for a
few more years?”
Financial modeling services
-”Is my business valuation accurate or am I
leaving money on the table?”
Analysis of deal structures based on your
personal and corporate goals
-”How long will I have to continue working for
the new boss after the transaction?”
-”What happens to my employees after this?”
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WHY CHOOSE US
VALUE PROPOSITION
Advantages of using BusinessWise CPA:
Depth and breadth of experience in government contracting, including strategic financial
management, valuation, accounting, and management
Significant financial modeling experience
Knowledge of FAR and CAS
Firm actively provides full CFO and accounting support to over 25 middle market government
contractors
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