Services

Business Finance Services

Accounting Stand Up

We assist in creating and streamlining the finance and accounting organization to enable effective execution of key functions such as planning, analysis, forecasting, and reporting. This approach ensures that financial operations are aligned with business goals, driving improved performance and decision-making.

Strategy Consulting

We offer targeted, project-specific consulting services to help clients successfully implement their operational, acquisition, or exit strategies. Our approach is designed to provide tailored insights and guidance, ensuring your strategy is executed efficiently and aligns with your overall business goals.

Accounting Integration

We assist in seamlessly integrating finance and accounting processes for both closed acquisitions and newly added business segments. Our expertise ensures that financial operations are unified efficiently, maintaining compliance and operational consistency across all business components.

Bookkeeping &
Payroll Management

We handle your day-to-day financial transactions to keep your records accurate and up-to-date. Our bookkeeping services include tracking income and expenses, managing accounts payable and receivable, and reconciling bank statements. In addition, we offer full-service payroll management, ensuring your employees are paid correctly and on time. We take care of payroll calculations, tax withholdings, direct deposits, and generate payroll reports—all while ensuring compliance with employment laws and regulations.

Due Diligence

We conduct thorough financial due diligence on acquisition targets and provide guidance for businesses implementing roll-up strategies. Our process ensures that all financial aspects of potential acquisitions are carefully examined, helping you make informed decisions and streamline the integration of newly acquired entities.

Tax Compliance
& Filing

Staying compliant with tax laws is essential to avoiding penalties and managing your financial obligations. We ensure that all your tax filings are handled correctly and on time, whether you’re filing personal, business, or payroll taxes. Our team stays informed on the latest tax regulations, helping you take advantage of available deductions and credits while minimizing liabilities. We also handle tax filings at the local, state, and federal levels, ensuring full compliance and reducing the burden of complex tax requirements.

Personal Finance Services

Strategy Consulting

We offer targeted, project-specific consulting services to help clients successfully implement their operational, acquisition, or exit strategies. Our approach is designed to provide tailored insights and guidance, ensuring your strategy is executed efficiently and aligns with your overall business goals.

Personal Tax Return Planning & Preparation

In addition to corporate tax services, we now offer comprehensive personal tax return planning and preparation. Whether you’re an individual filer or have complex tax needs, our experienced team is ready to assist. We work closely with each client to maximize deductions, minimize liabilities, and ensure compliance with the latest tax laws. This service is designed to provide peace of mind during tax season, making sure that your returns are accurate and submitted on time.

Tax & Accounting Services

We offer comprehensive tax and accounting solutions tailored to meet the diverse needs of businesses. From tax planning and preparation to bookkeeping and financial statement management, our experts ensure compliance and accuracy. Whether you're managing multiple entities, need help with tax optimization, or require detailed financial reporting, we have the experience to streamline these essential functions, leaving you free to focus on what matters most—growing your business.

We provide accounting and financial services to the CBD, cannabis, and psychedelics industries, bringing industry-specific skills and experience to assist with the stand-up and ongoing management of these critical functions. In addition to financial management, we help businesses secure both traditional and alternative capital sources, empowering companies in these emerging sectors to grow and thrive within the broader agricultural and health-focused communities.

We assist with capital sourcing by identifying and leveraging traditional, alternative, and energy-based financing options, as well as taking advantage of available municipal incentives. Our goal is to ensure you have access to the right funding solutions to support your business growth and sustainability initiatives.

Energy-Based and Municipal Financing

Operational and Asset Financing - Capital sourcing can be one of the most challenging aspects of any new or expanding venture. Avail is experienced in assisting clients identify and acquire multiple types of financing.

Oftentimes, alternative capital sources can fit the needs of a business while providing attractive rates and terms. These include energy-based financing as well as municipal incentives. Some examples include:

Commercial PACE (“Property Assessed Clean Energy”) is a state legislated program that allows building improvements resulting in utility savings to be funded by private capital and repaid via a long-term property tax assessment. C-PACE tax assessments are long-term, fixed-rate, and non-recourse. C-PACE tax assessments can extend for up to 30 years, so long as the weighted average useful life of the installed measures exceed the term of the C-PACE assessment. C-PACE assessments are also fully transferable between owners since it is tied to the land and, as it is tax assessed, can be passed along to a building’s tenant.

Municipal programs and incentives are often an option for firms in areas where the governing entity sees the benefits of encouraging business growth and entrepreneurship. We work closely with municipal decision-makers to assess the availability, types, and amounts of assistance.