WHO WE ARE Established in 2005, we are a full-service accounting firm dedicated to meeting the cash management and business planning needs of our clients. Our team of professionals is highly motivated, young, bright and committed to excellent customer service. Using the latest technology, we prepare certified business plans that are easy-to-understand and of the highest quality. We make sure that our clients learn the private equity process and we provide them with all of the presentation tools that they will need along the way. Our accounting firm is led by Beth Corson, a Certified Public Accountant in the State of California. She is a member of several angel investor groups and knows what private equity investors are looking for. She has over eighteen years of experience including several years with Ernst & Young and more than twelve years as a controller or chief financial officer for companies with annual revenues in excess of $100 million. She brings a wealth of experience and expertise in mergers and acquisitions, business plan writing, and budgeting and forecasting. Although we're based in Southern California, we work with clients nationwide. In addition to the services listed above, for many of our clients, we also provide full-service accounting including invoicing your clients, collecting accounts receivable, cash management, human resources, payroll, working with your vendors and paying your bills. We take care of all your accounting and financial needs so that you can focus on making your business successful. With a proven track record, we know how to watch over your money, keep you informed and help you make the most of your time. West Palm Beach, Florida
SERVICES WE PROVIDE
Business Planning
Preparation of certified business plans including research of market size and industry trends, identifying key strengths in the business and finding possible solutions for weaknesses
Financial Forecasting
Financial forecasting models that are realistic and include sales plans that scale appropriately and maximize company potential, reflect true profitability and reasonable corporate overhead
Forensic Accounting
Review of corporate records and banking documents to determine accuracy of financial statements and restore investor confidence when needed
Audited Financial Statements
Preparation of financial statements (both personal and corporate) which includes reconciling balance sheet items, booking accruals, reviewing the general ledger, scanning and submitting banking documentation to management, preparing financial statements according to GAAP
Compelling Presentations
Design and preparation of powerful presentation slides that really tell your company’s story along with training on speeches tailored for investors
Private Equity Applications
Obtain applications for private equity forums that work with your industry and complete applications with company information that meets their requirements and highlights your company strengths
WHERE TO FIND US
San Diego, California
619.237.1338 phone
858.630.3687 fax
kristina@boardwalkadvisorsllc.com e-mail
714.609.2242 phone
858.630.3687 fax
beth@boardwalkadvisorsllc.com e-mail
When you're ready to take your business
to the next level, we are here to prepare you
to meet with investors.
