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Ullman Group   ULLMAN GROUP CPAs
CERTIFIED PUBLIC ACCOUNTANTS
Consulting Services
    ULLMAN GROUP CPAs (UG) has been providing consulting services for over thirty fve years to clients in almost all industries. UG has provided consulting services to our clients for numerous specialty types. A few of our consulting services are indicated and described below (click on the service you wish to lean more about):

I. Business Plans Services
II. Goal Setting (Budgeting), Financial Planning, Forecasting and Benchmarking Services
III. Computer Software Support Services

 
Descriptions of other services:

I.    Business Plans Services:
It is difficult for a traveler to find their way without a map of the alternative roads to get them where the traveler wants to go. Similarly, for a business to get where it wants to be, it must decide where it wants to go, determine alternative ways to get there, select the routes it wishes to utilize and implement, monitor and correct the means and resources it choices. The development, monitoring and revision of a business plan contributes greatly to most successful companies. Often business plans are required to be submitted for certain financing request for debt and/or equity. A business plans is an integral part of private placement memorandum which is needed to be submitted for some financing request. We are experienced in assisting in the preparation of business plans and private placement memorandums.
 
II.   Goal Setting, Financial Planning, Forecasting and Benchmarking Services:
Our firm offers expert cash flow and goal setting (budgeting) analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectible receivables. Many of our clients state that these value-added services are indispensable. Cash flow analysis and goal setting (budgeting) are an integral part of business plans. Financial planning, forcasting and benchmarking services are provided proving the selection and implementation of internal and external practices in a program of continuous improvements.
 
III.  Computer Software Support Services
Our company has been providing a wide range of consulting services to help our clients improve business operations by providing assistance in selecting, implementing and training regarding electronic back and front office systems resulting in our clients ability to increase sales, reduce cost and increase profits by utilizing technological tools to operate more efficiency. Software includes those available from "cloud" alternatives.

UG can assists you in planning your financial growth by helping you design and maintain the appropriate accounting, enterprize relationship productivity (ERP), sales force automation (SFA) customer relationship management (CRM) systems and/or ECommerce. First, we advise you in choosing a the most beneficial and economical system(s) for your business. Secondly, if needed, we will assist you in data transfer, system implementation and then provide required training. Additionally, at your request, we will be available to serve as your ongoing "troubleshooters" to quickly answer questions and resolve issues.

Netsuite, Inc®, now a NYSE company, was one of the first companies to provide a "cloud" combined solution with ERP, SFA, and ECommerce for small and medium sized businesses. All "cloud" solutions provide combined data from a single source which allow entries made into one of any ERP, SFA or ECommerce sub-systems to be immediately available to all other sub-systems. This feature prevents the requirement of double or triple entry of data into each sub-system. Furthermore, the "cloud" solution provides access to all systems from anywhere, at anytime (24/7) where access to the internet is available. Updates and backup of the ERP, SFA and ECommerce systems are completed by the "cloud" service provider and allows the user company not have to deal with the same. The "cloud" system requires much less equipment and IT assistance for installation and maintenance than stand alone inhouse systems.

The QuickBooks and Peachtree accounting systems, both offer an economical accounting system for new and small businesses. We have installed and consulted many companies for these two systems. These systems are available in the "cloud" environment.

Whether you choose QuickBooks, Peachtree, NetSuite or another system, we will take the guesswork out of choosing a system and getting it to work effectively and efficiently. Additionally, we will provide you continual support to keep your systems running smoothly at all times.

Want to learn more?
To get more detailed information, Contact Us to answer any questions you may have.

 

Accounting Taxation Consulting About Us Contact Us Home

 
 
ULLMAN GROUP CPAs
3031 NE 20th Court
Fort Lauderdale
Florida 33305
Tel: 954-895-1803