We help you exceed your goals while providing value every step of the way by understanding the ins and outs of your company, much like a mechanic under the hood of your car. From there, SAX’s industry expertise and innovative thinking drives actionable strategies and results to get you where you want to go.
With industries rapidly evolving and a diverse multi-generational workforce emerging, organizations encounter challenges such as technological advancements, skill demands, enhanced benefits, and regulatory compliance.
SAX’s HR Consulting Practice offers comprehensive support to aid in strategic decision-making and day-to-day operations, facilitating the achievement of organizational objectives and talent retention. We ensure clients stay up-to-date on regulatory changes and industry standards and implement necessary controls for compliance. Collaborating closely with clients, we deliver tailored solutions to address modern workplace demands, aiming to boost growth, productivity, and profitability and enhance overall HR management.
From industry pioneers to upstart entrepreneurial companies, we pride ourselves on being our client’s premier advisor for successful transactions with the goal of outperforming our client’s expectations. Our advisors are detail-oriented and strongly focused on a relentless work ethic to enable an optimal M&A outcome. We understand that every situation is unique, and we pride ourselves on providing bespoke sell-side and buy-side advice to meet our client’s goals. The right deal encompasses various factors beyond the sale price. Count on us to navigate the process and ensure you surpass your objectives.
Unlock strategic financial leadership without full-time commitment. Contact our Fractional Finance Practice for a complimentary consultation today.
Our Private Client Services team offers personalized solutions with confidentiality and a holistic approach. We prioritize enduring partnerships and your financial wellness.
Having a trusted advisor can make all the difference in reshaping your internal structure and capabilities for advancement.
SAX surpasses standard compliance work, offering comprehensive advisory services tailored to every phase of an organization’s life cycle, from inception to succession planning. Nationally recognized for our diverse expertise, we continually evolve by introducing new practice areas to meet the evolving needs of modern businesses.
Through our Strategic Business Transformation & Nonprofit Consulting Practice, we offer 360-degree consulting, providing a full spectrum of comprehensive and project-based services. Combined with our existing robust services, including audit, tax, wealth management, technology, Fractional CFO, and HR, our dedicated advisors focus on crafting strategic and innovative solutions to propel your organization forward.
Meet Lauren Frary, our leader of Strategic Business Transformation. Learn about her background and experience and why she joined SAX to better serve nonprofit organizations.
Learn about what types of nonprofits can benefit from SAX’s consulting services and how an engagement gets off the ground.
Learn about the issues and trends facing the nonprofit industry and Lauren’s vision for helping nonprofits reach their full potential to make the most of their mission.
We recognize that buy- and sell-side analysis is one aspect of a successful transaction. Our focus extends from deal work to transformation and growth strategy, ensuring that our clients strategically maximize value throughout their entire business lifecycle.
With a blend of transactional and strategy expertise, we have a proven track record of guiding private and public companies through complex transactions. Our flexible and adaptable approach allows us to meet each client’s unique needs and timelines.
Choosing the appropriate advisor is crucial for identifying risks and maximizing transaction value. With SAX’s Transaction Strategy & Transformation team, we ensure your interests are protected, and help structure deals and strategy projects to achieve your desired outcomes, positioning you for future success.
Whether it’s litigation, alternative dispute resolution, or resolving intricate financial matters, turn to SAX’s Valuation, Forensic, & Litigation Advisors for comprehensive solutions.
Our experienced team provides expert financial guidance to clients and their legal representatives in matrimonial cases. We assist throughout the divorce process, offering high-quality analysis efficiently. Our professionals are skilled in mediation and collaboration, understanding the emotional toll on families.
Recognized by attorneys, judges, and clients, our business valuation and financial forensic experts excel in expert witness testimony. We’re known for our prowess in matrimonial dissolution services and our ability to defend analyses and opinions. Additionally, we leverage firm-wide resources for complex cases.
SAX specializes in valuing closely held businesses and professional practices. Our experts analyze clients’ economic and competitive landscapes, evaluating financial strengths, weaknesses, strategic positioning, and internal and external pressures affecting overall value. We deliver insightful, objective reports supporting our value opinions.
We customize procedures to suit client’s needs, offering fully written reports, summaries, value calculations, and management advisory services. Analysts consider various valuation approaches and rely on professional judgment to determine value. Clients trust our experienced team, comprising certified public accountants, accredited business valuators, fraud examiners, and financial analysts.
Fraud and financial misstatements pose significant concerns for all businesses, regardless of size or sector. Our team of forensic accountants and certified fraud examiners offers specialized services to safeguard financial integrity:
Fraud and Financial Investigations:
Fraud Deterrence:
Expert Testimony:
That’s why we provide tailored accounting and bookkeeping services that streamline operations and promote long-term success. Utilizing cutting-edge technology, we enhance efficiencies and deliver real-time insights for informed decision-making. With a dedicated team of experts assigned to your business, we build a strong partnership focused on your unique goals, driving sustainable growth and success.
Stay informed with timely and accurate financial reports, including Profit & Loss statements, Balance Sheets, and Cash Flow Statements. Make data-driven decisions with insights that monitor your business’s performance.
We leverage cutting-edge software solutions to streamline your accounts payable processes, customizing our approach to fit your specific needs. Let us help you implement the right AP software for timely payments, efficient 1099 filings, and enhanced financial oversight—without the hassle.
Gain clarity on receivables and improve your cash flow. Our proactive management strategies minimize outstanding balances, ensuring effective cash flow management.
Plan for future growth with our comprehensive budgets and forecasts. Allocate resources efficiently and identify potential challenges to stay ahead in the competitive landscape.
Understand your cash flow patterns and discover areas for improvement. We implement strategies to optimize working capital and maintain healthy cash reserves.
Achieve accuracy in your financial records through regular bank reconciliations. We identify and resolve discrepancies to keep you informed about your financial position.
Monitor and analyze your business expenses with our expert insights. Identify cost-saving opportunities and areas for improved efficiency to enhance your bottom line.
Mitigate financial risks with our robust controls and compliance strategies. We help protect your business from errors, fraud, and regulatory challenges.
We understand that every business is unique. Our services are customized to meet your specific needs and goals. We believe in building lasting relationships with our clients, guiding you towards sustainable growth and success.
Contact us today for a consultation and discover how our Client Accounting Services can support your growth!
Accounting by Design for Cannabis is a comprehensive advisory service that evaluates and optimizes your financial operations, ensuring compliance, efficiency, and long-term growth.
Our process begins with in-depth interviews and both virtual and in-person walkthroughs to fully understand your business model, defining key goals, challenges, and opportunities. We then conduct a gap analysis, assessing your current versus future state across people, processes, and systems to identify areas for improvement. These insights inform a detailed Report of Recommendations, which includes a health scorecard and a “Now, Where, How” Plan outlining immediate actions and long-term strategies. Upon completion, we present our findings along with a tailored proposal for implementation and ongoing support to ensure sustainable success.
With industry-specific expertise in cannabis accounting and compliance, Accounting by Design for Cannabis delivers a structured, results-driven approach to financial transformation. Our personalized strategies support sustainable growth while ensuring operational efficiency and regulatory compliance.
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