Gottesman, Bomser & Company, PA, is located in Plantation, Florida and has been in business since 1981. We are a full-service accounting and management consulting firm with more than 75 years of professional experience. Experience includes business plan creation, strategic planning, financial performance modeling and analysis, cash flow management, mergers & acquisitions, Initial Public Offerings, and various general accounting and financial management activities.

 

Services

Our firm offers a wide range of services covering all aspects of accounting and financial management. We tailor each service plan to meet the specific needs of each of our individual and corporate clients.

Accounting Services Management Services
Tax Planning and Preparation Management Advisory Services
IRS Representation Technology Services
Estate and Trust Tax Preparation Mergers & Acquisitions
Accounting Services CFO Services
Financial Planning Cash Flow and Budgeting Analysis
Retirement Planning Franchisee/Franchisor Consulting
Compilations & Reviews Business Valuations
Payroll Services Litigation Support & Forensic Accounting
Audit  


Tax Planning and Preparation
With more than 40 years of experience in the area of taxation, Gottesman, Bomser, & Company will develop an individualized tax strategy to benefit each one of our clients, taking full advantage of new tax laws and legislation.


Estate and Trust Tax Preparation
With success comes responsibility.  Providing for business continuity and succession of ownership is essential. Effective estate, trust and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the amount of taxes due upon the transfer of your business and other assets. Gottesman, Bomser, & Company will guide you through the complex process of getting your financial affairs in order.

IRS Representation
During our many years of dealing with various governmental taxing authorities, Gottesman, Bomser, & Company has achieved a high level of competence to ensure our clients that they are being properly represented before federal and state tax agencies.

Accounting Services
Meaningful, well-organized financial records are vital to the operation and success of any business.  Gottesman, Bomser, & Company is pledged to providing financial information to our clients in a timely and accurate manner.  This is a commitment we feel can not be compromised.  To ensure that your business operations run efficiently on a daily basis, we provide a full range of cost effective accounting services including the following:
  • General ledger and financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal Financial Statements
  • Comprehensive Management Analysis

Compilations and Reviews
The financial reporting process is an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Gottesman, Bomser, & Company can provide financial reporting on the following levels of assurance:

Review - Financial statement created based on performing inquiry and analytical procedures that provide the firm with a reasonable basis for expressing limited assurance.

Compilation - Financial statements created based on financial data provided by client's management with no assurances given by the firm.

Payroll Services
Gottesman, Bomser, & Company can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system.  In addition to payroll services, we can prepare all necessary payroll tax returns for submission in a timely manner.

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Management Advisory Services
Gottesman, Bomser, & Company can help your company's management team develop long-term objectives and specific strategies to facilitate your business's future growth and success. We work with a variety of professional services to assist you with any needs that may arise during the course of business. For all our clients, we go beyond traditional financial work to help identify areas for improvement that will ultimately benefit the overall well-being of a business. We tailor all of our services to meet your business's unique needs.  Our management advisory services include:
  • Compensation Consulting
  • Accounts Receivable Analysis
  • Benchmarking and Best Practices
  • Capturing and Charging Out-of-Pocket Costs
  • Review of Buy/Sell Agreements
  • Partnership Interest Valuations
  • Development of 401K Plans and Retirement Plans
  • Investment Management
  • Insurance
Cash Flow and Budgeting Analysis
Gottesman, Bomser, & Company can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash flow sources and uses. We can help develop the cash flow planning tools that will help ensure that your business never loses its greatest asset: Cash.

Technology Services
Gottesman, Bomser, & Company can assist you with all of your technology needs from the evaluation and integration of accounting systems to various network solutions.

Mergers & Acquisitions
Gottesman, Bomser, & Company provides financial advisory services to privately held companies and investor groups. We offer insight on corporate finance matters, industry trends, strategic planning, as well as the company’s comparative performance versus competitors. We review company financial statements and strategic plans and make suggestions for the growth or direction of the company.

We will act as a company’s merger and acquisition department, fielding inquiries from possible acquirers as well as possible acquisition candidates. Even though the company may not actively be soliciting either, we can easily gear up to handle the increased activity. We can coordinate publicity and news releases to trade publications and the general press to create awareness and interest

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Franchisee/Franchisor Consulting
Franchise opportunities are boundless.  Gottesman, Bomser, & Company welcomes potential new franchise programs. We offer our clients vast expertise in the use of franchising as a viable strategy for business expansion.  Our specialized consulting services include:

Business Plans

  • Financial Plans & Projections
  • Operations and Training Manuals
  • Franchise Agreements
  • License Agreements
  • Uniform Franchise Offering Circular (UFOC)
  • State and Provincial Registration
  • Franchise Strategy Action Plan

Gottesman, Bomser, & Company can also provide evaluation services to prospective franchise business owners. We will assist you in the following areas:

Information Gathering We will gather information about you, including your experience, and your goals and desires for franchise ownership. This is the first step to exploring exciting franchise business opportunities and understanding what you want and need as an entrepreneur.

Personal Franchise Consultation We will help develop a personalized model for use in evaluating franchise opportunities. This will identify the attributes you feel are important and provide a simple tool to determine your ideal franchise match.

Financial Management Once you have decided on the franchise opportunity we can support you in the development of your business model, assist in the negotiations with vendors and handle all of your accounting, business review and analysis needs.

Financial Planning
Gottesman, Bomser, & Company will assess your financial needs and develop strategies to achieve your ultimate wealth-building goals and strengthen your financial security.

Retirement Planning
Once we have developed your personalized financial plan, Gottesman, Bomser, & Company will conduct a periodic review to ensure that the financial independence earned during your working years will be there to carry you and your family through retirement.

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CFO Services
Gottesman, Bomser, & Company approaches each client and their needs from a "solutions-based" perspective. This approach includes placing an experienced executive from our firm into the client's corporation to assess the company's issues and needs, and develop a plan of action.   Our highly experienced business professionals can assume financial management roles within a company or conduct critical projects.

CFO, Controller, and Manager Assignments - Entrepreneurial companies and ones with an immediate need often engage our professionals to act as the CFO, Controller, or as CFO support staff. For example, we are called upon to function as the  "Manager of Planning and Budgeting" or other high level corporate positions. Depending upon the company's needs, we can function in these positions on a short or long-term basis.

Critical Projects - Companies of all sizes regularly engage us to help tackle critical financial projects. We are extremely effective in these roles because of the level of experience and focus we can quickly provide.   Our professionals can provide the following services:
  • System Selection and Implementation Assistance
  • Large Scale Financial/Accounting Clean-Up Services
  • Finance Organization Assessments
  • Process Improvement Studies
  • Acquisition Due Diligence and Integration Services
  • Business Planning/Modeling Services

Litigation Support & Forensic Accounting

Our Litigation Support & Forensic Accounting services assists clients and their attorneys to prepare for Financial and economic aspects of trials and settlement proceedings. We are experienced in providing expert litigation support services relating to financial, economic and business valuation and other business matters in support of the litigation support work we have performed and then providing expert witness testimony.

Litigation Support & Forensic Accounting services include:

  • Analysis and evaluation of relevant information and documents necessary to substantiate each case.
  • Preliminary assessment of all financial records and investigative accounting.
  • Planning of questions and answers for interrogatories and deposition.
  • Analysis of the opposing party's depositions and records, experts and witnesses.
  • Written and oral presentation of findings to the litigation team supporting evidence and documentation.
  • Evaluation of settlement proposals and the potential judge or jury verdict.
  • Expert witness testimony.
  • Lost profit cases.
  • Eminent Domain

Business Valuations

Business and asset valuation is often undertaken for transactional, compliance and planning purposes. It is also often an essential part of a dispute being resolved through litigation, mediation, arbitration or collaborative practice. Our trained business valuation professionals, all members of standards based organizations, assist disputing parties, their counsel and advisors to understand the value of a business or asset based upon the prevailing standard, or definition, of value required.

Business Valuations Services Include:

  • Marital dissolution
  • Estate and gift valuations
  • The sale of a business
  • Partnership agreements
  • Buy/Sell agreements
  • The break-up of a business partnership
  • The determination of loan value and insurable value for a business
  • Family Limited Partnerships
  • Technology and internet

Audit

An examination and verification of a company's financial and accounting records and supporting documents by in accordance with Generally Accepted Accounting Principal which results in an the issuance of an opinion on those financial statements. 


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gottesman, bomser & company, pa
8211 West Broward Boulevard, Suite 440, Plantation, FL 33324
TEL: 954.321.9991 ❖ FAX: 954.321.9994 ❖ EMAIL:info@gbc1040.com