Advisory

Advisory Services

You often have needs beyond traditional accounting and tax planning. Our firm has more years of experience offering the breadth and depth of experience to help you with your unique needs and circumstances.

 

Our advisory services are comprehensive– from outsourced CFO, litigation support, forensic investigations, and disputes – we are ready to help. Our firm understands that there is no one-size-fits-all solution. We start by listening and then tailoring our response to address your needs.

What is Included in Our Advisory Services?

Outsourced CFO

Strategic Planning & Forecasting

Financial Reporting & Modeling

Operating & Capital Budgeting

Credit Facilities / Management

Cash Flow Analysis

Receiverships / Turnarounds

Litigation Support

Commercial Litigation

Family Law Litigation

Expert Witness Testimony

Forensic, Investigations, & Disputes

Fraud Investigation & Detection

  • Asset tracing
  • Board advisory
  • Corporate internal investigations
  • Economic damage and lost profits
Financial Reporting Disputes

  • Financial Statement irregularities
  • Accounting irregularities
  • Financial Statement restatements
  • Regulatory inquiries
  • Due diligence

Why Malati CPA for Advisory Services?

Our firm offers clients a wide range of professional services that cater to their current financial goals. We work as a team to achieve the best possible results for each of our clients. With over a decade of experience in our industry, we offer expert services to clients in both the public and private sectors. Whether you are in need of audit assistance, hoping to establish more effective bookkeeping systems, or looking for ways to improve your financial situation, we are here to help!

Why Malati CPA for Advisory Services?

Our firm offers clients a wide range of professional services that cater to their current financial goals. We work as a team to achieve the best possible results for each of our clients. With over a decade of experience in our industry, we offer expert services to clients in both the public and private sectors. Whether you are in need of audit assistance, hoping to establish more effective bookkeeping systems, or looking for ways to improve your financial situation, we are here to help!

40

Percentage of the Fortune 500 that rely on our firm to support their business goals and protect their interests.

75

Cumulative deal value of real estate projects we have advised on in the past two years.

4

Winners for Legal Innovation Leader in Law Firm Innovation (Law.com, 2018) #1 Most Innovative Law Firm (Legal Business, 2017) ‘World's Most Innovative Law Firm’ (ILTA, 2014) ‘World's Most Innovative Law Firm’ (ILTA, 2011)

Ready to get started?

  • We have been a client for the past few years and have consistently been impressed by their professionalism and expertise. They always go above and beyond to ensure that our tax needs are met and are also very prompt in responding to our inquiries and meeting our deadlines. Overall, we have been very pleased with their services and would recommend them to anyone."

    Bradley & Loggin PLLC

  • We have been a client for several years and plan to remain. Malati CPA is much more than an accounting firm. Their advice, planning, and strategy execution have resulted in thousands of dollars in additional savings for the Association. His firm participates in board meetings and provides valuable insight, advice, and thoughtful comments that have improved our finance function. Malati CPA is an invaluable and trusted business advisor.

    Liberty Towers Owners’ Association, Inc

  • With Malati CPA, we get more than just accurate tax and accounting advice. Andrew knows how small businesses work and he offers valuable and proactive advice on how to best navigate complex tax and accounting issues. Andrew is always prompt – he is quick to offer solutions and advice even through tough times. We have been a client for the last 5 years and we highly recommend him and his firm.

    Decision Tree Consulting LLC