accounting services

Assurance & Advisory Services

Assurance & Advisory Services

Potter & LaMarca’s assurance and advisory services help you get peace of mind that only comes from basing your decisions on solid information. We will work tirelessly to verify the solidity of your financial records, evaluate your processes to make sure you are getting the right information to your finance officers and, essentially, produce reliable records that will allow you to plan for the future.

Businesses don’t just keep track of their finances because Uncle Sam says you have to. Financial records help you see and understand what is going on in your business so that you can make informed and strategic decisions. Financial records are useful and powerful business planning tools, which makes the accuracy of these records critically important.

Our object analysis leads to your business making the decisions that will be best for your bottom line. These decisions can help you in many areas including controlling costs, increasing efficiency, and factoring in tax law.  We do this through the following services:

Our assurance services are focused on improving your business. They will improve the quality of your information or give them a more pragmatic context in order to inform your business planning decisions going forward.

  • Audits, Reviews, and Compilations

  • Entity Selection and Restructuring

  • Accounting software selection, implementation, and support

  • Business Valuations

  • Financial Projections and Forecasts

  • Debt and Finance Advising

  • Mergers and Acquisitions

  • Transaction Structuring and Negotiating

  • Business Succession


Assurance and Advisory services from Potter & LaMarca don’t just stop there though. We can help you with and financial information hurdle your business is facing. Whether you are trying to get the right systems in place or you are struggling with a huge business decision, our team of experts will help you understand your financial data and what it means in the context of this decision.

Our main goal is to build a relationship with you. Your business is important to you and we want to earn your full trust that we are here to help.


Ready To Get Started?

Take the first step towards a clearer financial picture for yourself or your business.