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Our consulting services match every client with the specialized experts they need.

Whether you need outsourced accounting, profit enhancement & benchmarking, technical CFO advisory services, business management, forensic (investigative) analysis, expert testimony or bankruptcy services, or real estate & construction consulting, Squar Milner can help. Services listings:

  • Outsourced Accounting Services
  • Profit Enhancement & Benchmarking
  • Technical CFO Advisory Services
  • Business Management
  • Forensic, Bankruptcy & Litigation Support
  • Real Estate & Construction Consulting

Outsourced Accounting Services


Maximize efficiency while controlling costs. 

Are you a small to mid-size business in need of an experienced financial executive or accounting staff to bridge the gap until you’re ready to make a long-term commitment?

Or are you a nonprofit that needs a long-term partner to handle your accounting needs?

We offer customized financial consulting services to new and growing companies and nonprofit organizations, as well as senior level operations (CFO) expertise to help you grow and succeed, while you focus on other important areas like strategic planning.

We provide you with the support you need, including monthly accounting close and oversight, accounting for specific transactions or financial statement line items, and even assistance with budgeting and cash flow analysis and oversight.

For companies with limited financial staff, resources, or financial planning capability, we create useful management tools to plan and monitor your company’s financial condition via our professional staff with experience as controllers, CFOs, and auditors.

 

We are happy to train your staff and review your accounting function to get it off the ground and performing at top speed.

Services:

  • Accounting Services
  • Audit Preparation
  • Accounting IT
  • Bookkeeping
  • Family Office
  • Outsourced Chief Financial Officers and Controllers
  • Temporary Staffing
  • Executive Search & Placement
At Squar Milner, our goal is to be your most trusted advisors, both locally and globally.

Business Performance Enhancement

  • Business Transformation Squar Milner’s Business Transformation services provides your organization with the practical solutions to the problems that keep you from peak performance.
  • Financial Advisory Services We provide solutions for small and middle-market closely held companies and non-profits by partnering with our clients to deliver business and organizational expertise.  We can help your organization succeed and additionally assist executives with leadership support.
  • Human Resources Human capital is one of your organizations’ greatest assets, yet all businesses struggle with the challenges of hiring and retaining solid talent. We help you conduct needs/skill assessment and training/cross training while adapting quickly to changing market situations.

Mergers & Acquisitions: Transaction Expertise

Whether your goal is to divest, merge or acquire, Squar Milner can support you to attain your goals. We work with your executives and team to improve your position for a successful transaction whatever your goals.

Business Performance Enhancement & Improved Enterprise Value


Squar Milner’s Business Performance Enhancement and Improved Enterprise Value services is led by professionals who have practical experience in Operational & Executive Leadership positions 

Strategy & Implementation 

Squar Milner’s Our experts work with your team to build cohesive strategies that work in the marketplace and with your own internal culture. We help identify opportunities and risks that may affect the realization of your organization’s full potential.

Technical CFO Advisory Services


With changing technical accounting guidance, complex transactions, preparation for IPO/M&A and rapid growth, specialized experience is often required. Squar Milner’s Technical CFO Advisory Services will help you with support of your day-to-day financial challenges of your growing business, along with resources, and technical expertise you can rely on.

Technical Accounting and SEC Financial Reporting

Our Experts will help you with the implementation of new and complex Technical Accounting Developments in accordance to US GAAP and IFRS such as: New Revenue Standard (ASC 606 and IFRS 15), New Leases Standard (ASC 842 and IFRS 16), Debt and Equity Instruments, Stock Based Compensation, Fair Value Instruments, Business Combinations, Variable Interest Entities, Goodwill and Long-Lived Asset Impairments, Joint Ventures and Collaborations and US GAAP/IRFS conversion.

We also assist you with internal and external Audit preparation and interim management of accounting departments and functions. We help you with Private and Public Financial Reporting by providing you with monthly, quarterly and annual closing support.

IPO/M&A Readiness

Navigating the IPO/M&A process can be stressful. Squar Milner will work side by side with you to achieve your growth objectives for all accounting, tax, internal controls, IT systems aspects.

SEC Investigation and Remediation of Material Weaknesses

We have the expertise and resources you’ll need for support during SEC investigations on specific topics such as Material Weaknesses. We work closely with legal counsel and the Board of Directors in performing detailed assessments, assembling any necessary supporting documentation, quantifying the accounting impact and drafting the SEC response letters. Also, we assist you with all the accounting, tax and internal controls aspects for remediating the material weaknesses.

Governance, Compliance, and Risk Management

With our tax expertise and entertainment and sports industry focus, we can help you:

  • Maximize your retirement benefits
  • Analyze your personal and business cash flows
  • Set up a budget to control your future cash flows
  • Understand the financial implications of a contract before you sign
  • Keep track of your net worth and investment performance
  • Determine the right choice of business entity
  • Develop the appropriate asset protection strategy
  • Implement the most effective tax plan
  • Make the most of your Guild benefits
  • For athletes – planning what state to reside in to get the right results
  • Personal Financial Services – We also offer personal financial services to high net worth individuals and business executives interested in wealth preservation.

Business Management


Squar Milner specializes in providing business management services to the entertainment and sports industries, as well as high net worth individuals and their companies.

From your initial vision to completion, we can manage all aspects of your business and help you grow your organization.

We take care of everything from cash flow, budget analysis, tax planning and compliance, and wealth management. We can also supervise your banking and credit relationships, find insurance coverage that’s best for you, assist with your medical claims, and even help you secure a mortgage.

The financial decisions you make now can have an impact on your future. At Squar Milner, we can help guide you throughout your career to help you meet your financial goals and set up your long-term financial independence.

At Squar Milner, our goal is to be your most trusted advisors, both locally and globally.

Forensic, Bankruptcy & Litigation Support


Squar Milner has an outstanding reputation for forensic (investigative) analysis, litigation support and expert testimony, and bankruptcy services.

We routinely provide services to attorneys, trustees, receivers, creditor committees, secured creditors and other parties in high profile cases.

Our team members include CPAs, attorneys, MBAs, fraud examiners, receivers, CIRA (Certified Insovency & Restructuring Advisors) and a Bankruptcy Trustee.

Services include:

  • Forensic and fraud investigations
  • Mediation
  • Lost profits and earnings
  • Analysis for, and negotiations with, various regulatory bodies including the IRS, SEC and FTC
  • Analysis of preferences and fraudulent transfers
  • Development of disclosure statements and plans of reorganization
  • Reorganization plan feasibility and interest rate analysis
  • Professional malpractice
  • Real estate litigation
  • Auditing and accounting matters
  • Securities litigation and arbitration
  • Receivership

Our consulting services include:

  • Acquisition and divestiture
  • Bonding assistance
  • Business and financial analysis
  • Cash flow projections
  • Claims and construction analysis
  • Cost segregation analysis
  • Compensation analysis
  • Crisis management and workouts
  • Due diligence procedures
  • Management of operating businesses
  • Strategic and operational planning
  • Valuation and paydown analysis
  • Transactional and tax structuring

Real Estate & Construction


Clients in real estate and construction need more from their accountants than accounting and tax services.

They need consultants who can furnish valuable insights and services based on real-world experience.

We don’t believe real estate consulting is an academic exercise. Many of Squar Milner’s real estate professionals have served as executives in large real estate companies, and many own real estate projects.

Get Started

Squar Milner can help, whether  you need forensic analysis, expert testimony, bankruptcy services, M&A due diligence, business management, technical CFO Advisory or real estate consulting, contact one of our team members today.