Consulting

We help you turn vision into value

Even the most skilled leaders can benefit from competent, objective feedback, and that’s where the Rooks CPA team can help. At Rooks CPA, PLLC, we partner with you, providing advice to help navigate the most complex business situations. You may encounter opportunities that require knowledge of subjects beyond your expertise, face transitions in your business in which professional guidance would be of great benefit, or face difficult decisions on how best to move your business forward. We’re different from many professional firms because we look beyond your numbers to help your leadership team navigate difficult business situations, develop long­term objectives, and create specific strategies to facilitate your business’ growth and success.

We offer a range of management consulting services, including: 

• Strategic planning  

• Budgeting and forecasting

• Financing support  

• Cost Segregation

• Merger and acquisition support  

• Cost savings analysis and strategies 

• Business entity planning and selection

• Outsourced CFO services