Contracted Financial Services

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In today's economy, clients often are distracted by time-consuming and costly financial and bookkeeping headaches as well as re-training and breakdown of vital knowledge when their personnel change. This is as true for owners of small and medium-size business as for administrators of school districts, governments and not-for-profit organizations.

 

Cottrill Arbutina's business consulting and staffing expertise eliminates these headaches for clients. Our services gives owners the peace of mind that they can now focus more time and energy on what they do best. The firm's experienced team is the solution clients turn to for strategy and execution for reducing their taxes, organizing workflow, streamlining processes and ultimately enhancing bottom-line profitability.

 

Outsourced Processes – Cottrill Arbutina's clients use us to organize internal processes more efficiently, leading to better, faster and more flexible decision-making. Among the benefits our clients enjoy are more efficient allocation of already-stretched resources, timely delivery of key financial data, improved management of cash flow and tighter containment of costs.

 

Staffing – When clients are faced with an overwhelming backlog of accounting responsibilities, Cottrill Arbutina provides an outsourced solution that furnishes highly trained financial talent at a lower overall cost. We know how to identify the right person to bring in on a contract basis to fit a client's unique need, circumstance and personality. Clients typically use this service when their existing team already is overworked beyond their capacity to take on more duties or to tackle new assignments.

 

Change Management – On an outsourced basis, Cottrill Arbutina has provided many clients with temporary or part-time accounting talent when the client's personnel changes, due to a wide variety of circumstances. This typically involves the need to replace someone on the client's in-house team who is ill, disabled, caring for a sick relative, on maternity leave, is about to retire or is facing termination. Our professionals have a successful track record of serving as interim or part-time CFOs, controllers and business managers for client organizations. What this means for clients is a seamless transition without impacting operations, workload efficiency or — worse of all — profitability.

 

Outsourced Services – Clients typically outsource these types of services to Cottrill Arbutina:

  • Tax planning
  • Employee benefits
  • Accounts receivable and accounts payable
  • Internal controls, accounting policies and procedures
  • Accounting information systems
  • Business office management
  • Budgeting and projections
  • Purchasing and inventory control
  • Financial statement preparation and audits
  • Estate planning
  • Retirement planning
  • Mergers and acquisitions
  • Transitions of family ownership

 

For more, contact Dale Cottrill, CPA, via email or by calling 724.683.3400.

State Resident Acknowledgement

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

 

Registered Representatives of LPL Financial whose identities and associations with Cottrill, Arbutina Wealth Management Group, LLC are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states:

 

Arizona - Arkansas - California - Colorado - District of Columbia - Florida - Georgia - Iowa - Kansas - Maine - Maryland - Massachusetts - Michigan - Missouri - Nebraska - New Jersey - New York - North Carolina - Ohio - Pennsylvania - South Carolina - Texas - Virginia - Washington - West Virginia

 

Securities offered through LPL Financial, Member FINRA/SIPC.