Financial Consulting

Whether you’re trying to figure out what you need to do now in order to achieve the retirement of your dreams or you have a business that you’re trying to increase shareholder value of, Golub, Senitt, Rosenberg & Co. provides financial consulting to help you reach your goals. With professional advice, you’ll be able to determine the best strategy for your finances in order to improve them and avoid any potential pitfalls, like tax risks.

Personal Financial Consulting

Managing your finances can be challenging, especially if you’re not sure what you need to do to achieve your goals or if you have unusual circumstances that make tax season extremely stressful. Golub, Senitt, Rosenberg & Co. can provide you with personal financial consulting services for whatever your individual needs may be.

We look at the whole picture of your financial situation in order to best advise you on steps to take and strategies to implement. This includes all of your debts, assets, sources of income, expenses, and more. We’ll work with you to understand your specific goals, such as if you want to know the best way for you to save for retirement.

Some of the personal financial consulting that we can do include:

• Retirement planning
• Tax planning
• Estate planning
• Gifts and inheritances
• Debt payoff strategies
• Financial growth strategies
• And more

We illuminate any blind spots, assess current strengths and weaknesses, and propose strategies to help you reach your financial goals. With a financial consultant on your side, you’re equipped with professional advice that enables you to manage your finances as best as possible. 

Financial Consulting For Businesses

Many medium and smaller businesses need advice on one-off situations. Our team has experience in the controller/fractional CFO roles and can help with implementation in banking, mergers, or insurance requirements. 

• Banking. Banks are risk-averse and require significant reporting on loans. Compliance quarterly/annual reporting and personal financial statements can be prepared by our firm.
• Mergers. There are a lot of analytics required by either company in a merger. Our experience working with Venture Capital firms gives us familiarity with those requirements.
• Insurance. Clients try to figure out how much insurance they need. Based on financial data that we can provide, there can be a comfort level of what they are covered for versus potential liability. In addition, audits are required by many insurers, which we can manage. 

Beyond one-off situations, we offer more intensive financial consulting services for businesses. Should you need a month-end close, a controller, or a fractional CFO, GSR can fulfill these roles for you. Businesses need to understand their tax risks and how to appropriately plan for and manage their finances for the survival and growth of the company. Our financial consulting services can help your business improve capital efficiency and increase shareholder value.

We take pride in helping businesses grow. We’ve worked with many different businesses across industries, from small businesses to multi-billion dollar companies. Our 20+ years of experience grants us extensive understanding of the unique needs each company faces so that we can provide you with the best possible financial solutions.

Understand And Improve Your Financial Situation With GSR

If you feel like your personal or business finances aren’t where they should be or you simply want advice, count on the certified public accountants here at Golub, Senitt, Rosenberg & Co. to help you understand and improve your financial situation. GSR takes pride in providing our clients with the utmost professionalism with all of our financial consulting services.

Some of the specific types of financial consulting that we provide include:

• Tax management consulting
• Tax risk consulting
• Financial reviews and compilations
• Tax retirement planning
• Tax planning
• Controller services
• Fractional CFO services
• Month-end close
• And more

Contact our office in Glendale, CA today to learn more about our financial consulting services and how we can help you achieve your goals.