Richard B. Portney, Certified Public Accountant (CPA)   2 Pheasant Run
Great Neck, N.Y.11024
(516) 829-9072 Office
(516) 902-4588 Cell
(516) 829-2150 Fax
contact@my-c-p-a.com
 
 

Welcome

Getting To Know Me

What I Can Do For You

    - Income Tax Preparation and Planning

    - General Accounting Services

    - Business Consultation & Planning

    - Auditing

    - Estate Planning

    - Retirement Planning

    - Your Life & Financial Planning

How I Am Different

Contact Me

Links

 

Business Consultation & Planning

I can help you identify strengths and weaknesses and prepare a plan which addresses problems, as well as opportunities, so your business - whether it is a start-up or an established one - can reach its full potential.

Formalizing company objectives in a written document can help you initiate activities that will result in increased profitability. Setting business goals can:

    · Improve allocation of your resources
    · Increase communication with the organization
    · Obtain greater organization control
    · Provide information for third parties
    · Be a learning experience providing better understanding

The planning process consists of:

    · Developing a clear statement of purpose
    · Defining goals
    · Determining strengths and weaknesses
    · Writing the plan
    · Revising the plan

Business consultation and planning is usually less formal than a written plan. We may discuss and evaluate potential options. That may include debt or lease agreements, mergers or acquisitions, budgets and other internal management plans or any other business problem or decision that may require an objective opinion.