Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture.
Our goal is to simplify your financial life
Our Game Plan team includes audit and tax professionals, as well as a broader depth and breadth of services via our relationships with bankers, attorneys, and insurance professionals.
Our professionals will handle your bills and provide you with a monthly financial statement, offering complete transparency into what you have, your expenses, and your income. We act as liaisons between you and your other trusted advisors to give you peace of mind about your future – so that you can focus on your career.
We can assist you with:
Bill pay and bank reconciliations
Budgeting
Business venture analysis and assessment
Cash flow forecast and management
Cash receipts and disbursement reporting
Estate planning
Financial statement preparation
Philanthropic giving
Tax planning and compliance
Tax structuring for business and marketing ventures
CohnReznick’s Game Plan team goes beyond basic accounting, working with you to make sure our strategies are aligned with your goals as well as those of your agent, insurance broker, banker, attorney, and other professional advisors. Together we’ll build a custom, comprehensive wealth management and tax planning strategy, starting with your anticipated earnings and then moving toward cash projections, to determine effective and efficient next steps.
Arthur Hurley
CPA, Director
Daniel Kesner
CPA, Partner
Cindy McLoughlin
CPA, Managing Partner, Consumer, Hospitality, and Manufacturing Practice
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