Financial and Estate Planning
- Net Worth and Cash Flow Analysis
- Wealth Transfer
- Tax Planning
- Trust Planning
- Charitable Giving Strategies
- Education Funding
- Social Security Analysis
- Medicare Analysis
The most successful companies have strategic plans. Strategy defines what the company wants to be and strategic planning identifies how to get there. PKF Mueller’s Consulting professionals are the best at helping companies with strategic, operational, and financial planning.
Through the Cares Act and specifically, the Payroll Protection Program, many small businesses received loans to help them during the COVID-19 crisis. Our attention has been on assisting over hundreds of clients and business colleagues in applying for PPP loans. We are not done. We know that businesses need help with not only loan forgiveness application assistance, but also with PPP allowable expense record keeping, cash flow forecasting, expense reduction, budgeting and more. If you find yourself needing guidance, even if we were not involved originally involved with you when acquiring these funds, contact us. Our team is experienced, committed, and here to help.