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Casey Peterson, LTD offers a variety of consulting services. Do you need benchmarking and analytic review? A business valuation? Strategic planning? How about board member and management training? We do it all. At Casey Peterson, LTD, we strive to be more than just an accounting firm, we work hard to be your trusted business advisor.

Your situation is unique. We get it.

Each organization, business, and individual has different needs. Those needs can get pretty complex. But when you work with Casey Peterson, LTD’s team, you get partners who take the time to understand you and your organization to make sure you’re on the right path.

Benchmarking and Analytic Review

Get a review of your organization’s overall financial picture compared to others of the same type, size, and location. Our consultants will provide an analysis of key financial ratios for management, donors, lending institutions, and other interested parties. Plus, we’ll help you understand your analysis and make recommendations to capitalize on any opportunities.

BOARD MEMBER AND MANAGEMENT TRAINING

Our consultants can customize training to help new and existing board members and management fulfill your organization’s mission. You’ll also better understand individual roles, operational issues, and the unique challenges facing your specific government or nonprofit group.

BUDGETING, FORECASTS, PROJECTIONS, AND CASH FLOW ANALYSIS

Let our experts help you determine which service is right for you. Budgets, forecasts, projections, and cash flow analysis are vital when working with investors, lenders, granting agencies, and donors. These tools can also help you decide whether to expand your services, acquire other companies, or discontinue business lines.

BUSINESS TRANSITION, SUCCESSION, AND WEALTH TRANSFER CONSULTING

A succession plan can mean less disruption, conflict, and litigation for your business. Casey Peterson, LTD consultants will work with you to determine the best way to prepare for your company’s future. We’ll help you create a succession plan to make sure your wishes as a business owner are carried out.

Business Valuations

Whether you’re buying or selling, a valuation analysis by a Certified Valuation Analyst at Casey Peterson, LTD can help you make smart business decisions. A valuation establishes how much a business is worth based on a combination of income, assets, and market methodologies. Valuations also provide a better understanding of the true profitability of a business.

Historical costs can sometimes distort a company’s value, and that’s why it’s important to enlist one of our CVAs. You’ll get the credibility and confidence necessary to make decisions or resolve disputes.

VALUATIONS CAN BE USED FOR:

  • Business acquisitions or divestitures
  • Buy/sell agreements
  • Expansion/contraction of business lines
  • New shareholder purchases
  • Shareholder disputes
  • Employee stock ownership plans (ESOPs)
  • Financial planning
  • Insurance planning
  • Value building
  • Bankruptcies and reorganizations

VALUATIONS ALSO ASSIST PERSONAL DECISIONS INVOLVING:

  • Preparation of personal financial statements
  • Information for divorce proceedings
  • Estate planning
  • Succession planning
  • Gifting programs
  • Legal matters
Casey Peterson Exempt Status Consulting

CONSULTING ON CHANGES IN ORGANIZATIONAL STRUCTURE/ENTITY SELECTION

There are a lot of reasons why your organization’s structure might change. Whether you’re dissolving a nonprofit, creating a new organization, or considering a merger, we can help you comply with state and IRS regulations. We can also help with due diligence and develop strategies to make sure you’re successful before any organizational changes.

CONTRACT NEGOTIATIONS

Our financial professionals work with numerous businesses, so we know what works when negotiating contracts. No matter what kind of contract — for goods or services, buying or selling a business, beginning a joint venture — we can help. We’ll guide you through the financial implications and give you best practices for your industry.

DIVISIVE REORGANIZATION

Divisive reorganization reorganizes a company, transferring all or part of its assets tax-free. When you reorganize a corporation under this IRS tax provision, there’s no gain or loss for the company receiving the assets. Whether it’s a split-up, split-off, or spin-off, Casey Peterson, LTD experts are here to help.

FEDERAL GRANT COMPLIANCE CONSULTING

Casey Peterson, LTD’s financial professionals can help you navigate the complex compliance requirements of federal awards before you apply and after you receive the funds. We can guide your organization through the necessary documents and provide suggestions for tracking grant activities. This helps reduce the chance that you’ll have to repay federal funds or endure regulatory scrutiny.

FRAUD EXAMINATIONS

Fraud can occur in any organization — even with trusted employees. Let our experts help with a fraud prevention check-up. Our Certified Fraud Examiners are trained to detect fraud, help you through the litigation and recovery process, and work with you to implement controls to reduce the chance of fraud in the future.

GIFT ADMINISTRATION

If your nonprofit board is juggling the requirements surrounding cash and non-cash gifts, our experts can help. We’ll provide guidance on gift annuities, bequests, campaign administration and accounting, endowment tracking, gift acceptance policies, investment management, investment portfolio performance and compliance, investment policy statement development and review, life insurance, and asset management.

HEALTHCARE PRACTICE MANAGEMENT CONSULTING

When it comes to healthcare practice management, we want to get you back to your top priority — patient care. Our knowledgeable consultants can assist with contracts, revenue cycle management, operational review, strategic planning, and mergers or acquisitions. We’ll also help you choose the right entity type, look at current financing, and get your practice started.

INDIRECT COST RATE PROPOSALS

Casey Peterson, LTD’s federal award experts have deep knowledge of federal cost circulars. With that knowledge, we’ll make sure your organization is complying with federal regulations. Not only that, but we’ll help you maximize the reimbursement your organization is entitled to through the indirect cost rate included with a federal grant award.

Interim Controller, CFO and Business Office Services

Have you just lost your controller, CFO, or a key employee in your business office? Is your organization maturing enough to need a controller or CFO? We have your solution.

Our controllership, CFO, and business office services include responsibility for the organization’s financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance, and special analyses. These services are ideal for organizations that aren’t large enough to need a full-time controller or CFO or do need interim support.

With these options, you get accounting services, financial oversight, supervisory training, and ongoing management assistance. These services can save your company money while improving your internal and external financial reporting process and strengthening your organization’s internal controls.

Casey Peterson Gift Administration

JOB COSTING AND OVERHEAD ANALYSIS

Overhead plays a big part in any company’s profitability. Casey Peterson, LTD consultants can help you better estimate the right overhead amount when you’re planning projects. Our overhead analysis includes identifying overhead expenses, determining the proper allocation method (e.g., labor hours, labor dollars, job costs, etc.), and developing an overall overhead rate.

JOINT VENTURE CONSULTING AND ANALYSIS

The right joint ventures can help your company achieve big results. Casey Peterson, LTD’s consulting services help to choose the legal form of these arrangements. We’ll also assist with planning, coordinating, and tracking. Working with us — before and after you establish a joint venture agreement — helps to ensure your venture’s success.

LITIGATION SUPPORT

Our specialists have decades of litigation experience and can act as consultants or expert witnesses. Whether you need testimony related to a business valuation, fraud investigation, business interruption, shareholder dissent, wrongful death, or personal injury, we can provide reports to plaintiffs and defense attorneys.

Medicare and Medicaid Cost Report Preparation

The compliance requirements for Medicare and Medicaid cost reports are extremely complicated. That’s why you need an outsourced professional service firm like Casey Peterson, LTD.

In most cases, your Medicare and Medicaid cost reports determine if your facility is properly reimbursed for services you provide to program beneficiaries.

Our goal for your facility’s cost report preparation is to maximize reimbursement and cash flow. We make sure your personnel are involved throughout the process to understand your operations better. This understanding allows us to maximize your reimbursement by considering the unique characteristics of your facility.

We also consider Medicare and Medicaid rules and regulations specific to your organization that may pose potential risks for your facility.

We lead the way by providing the appropriate consultation and proactively advising you on maximizing your facility’s Medicare and Medicaid reimbursement.

Casey Peterson Medicare and Medicaid Reimbursement Consulting

Medicare and Medicaid Reimbursement Consulting

It can be hard to find an expert who understands the complexities of Medicare and Medicaid reimbursements. But the team at Casey Peterson, LTD has what you’re looking for.

Making sure your facility’s being properly reimbursed for services provided to Medicare and Medicaid beneficiaries can be key to your practice’s financial success.

We help hospitals, clinics, long-term care facilities, and other healthcare organizations with various services. These include final settlement analysis and negotiations, case mix analysis, profitability and cost center analysis, and feasibility analysis of new services.

Our experts keep up on the current regulations so our clients know about the continual changes in Medicare and Medicaid regulations and how those changes impact reimbursement. This knowledge — combined with our reimbursement services — helps ensure our healthcare clients’ financial success.

Casey Peterson Healthcare CPA

MERGERS, ACQUISITIONS, AND REORGANIZATIONS

When you work with a full-service accounting firm like ours, you get help with the areas critical to a successful merger or acquisition. Our merger and acquisition consulting services also provide a discussion into strategic planning, succession planning, and business valuations based on financial markets in your area.

POLICY DEVELOPMENT

The IRS, granting agencies, and donors continually review nonprofits to make sure they’re using funds appropriately. There are numerous policies your organization should have to show sound governance, including endowments, investments, gifts, and conflicts of interest. Let our team help you draft policies or give guidance on existing ones.

STRATEGIC PLANNING

Our strat plan experts help clients discover the unexplored potential within their organization. We can help you implement a plan to prepare for future challenges and increase your company’s viability. We’ll help your organization set goals and objectives and consider all the strengths, weaknesses, opportunities, and threats.

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