Client Advisory Services

Client Advisory Services

As your organization grows, you may find your bookkeeping, accounting, budgeting, and related tasks require more and more staff time and resources – to the point where it becomes a financial burden and a distraction from your core business. Let us offer you our advisory services.

On the other hand, more and more of our clients are looking for an alternative: outsourcing much or all of their back-office accounting and bookkeeping to RRBB Advisors, LLC. By tapping into our highly efficient processes and systems and relying on the deep experience of our team, this approach can often be a far more cost-effective way to provide higher quality services for your business.

Business Management + Consulting

These services help decision-makers evaluate key business components, major process changes, and the merit of potential acquisitions. Our seasoned consulting professionals can act as objective sounding boards, offer professional guidance, and provide research assistance where appropriate.

Whether your needs include developing a strategic plan to accomplish the future goals of your company, obtaining assistance in assembling a marketing plan, or determining the cost of manufacturing your product, RRBB Advisors, LLC can provide the hands-on assistance you need.

 

Outsourced Accounting

Whether you’re experiencing growth, you’ve had a reduction in staff, or you just want to understand your company’s finances more in-depth, an outsourced CFO may be the right fit for your company. Access to a financial expert can be invaluable to your business, providing peace of mind and helping navigate complex financial situations.

Depending on your needs, RRBB Advisors, LLC can handle any or all of the following services:

Accounting and Financial Reporting
  • Bookkeeping, including invoicing, bill paying, accounts receivable, and payable maintenance.
  • Month-end close and monthly financial statement preparation
  • Current versus Prior Period report preparation and analysis
  • Actual versus Budgeted report preparation and analysis
  • Accounts Receivable and Accounts Payable report generation and analysis
  • Job cost /cost accounting reports
  • Staff wage cost, tax, and benefit reports
  • Product line profit contribution reports
Operational Planning
  • Insurance management
  • Internal control review and implementation
  • Employee incentive plan review
Budgeting and Strategic Planning
  • Preparing and maintaining financial budgets
  • Development of long-term (3-5 year) strategic plans
  • Cash flow planning and cash requirements analysis
  • Cash management
  • Finding, developing, and maintaining financing and shareholder relationships
  • Acquisition, divestiture, and merger planning
Accounting Software Setup and Maintenance
  • Accounting software systems installation and  customization
  • Quickbooks™ interface technology set up and  maintenance
  • Training and support

 

Associated

Team

Amedeo Luongo

Amedeo Luongo

Partner | Managing Member

Andrea Cisneros

Andrea Cisneros

Staff Accountant

Andy Fingerhut

Andy Fingerhut

Partner | Managing Member

Ansley Cabrera

Ansley Cabrera

Staff Accountant

Bhavita Shah

Bhavita Shah

Staff Accountant

Bob D’Uva

Bob D’Uva

Partner | Managing Member

Brian Zucker

Brian Zucker

Partner | Managing Member + Department Chair

Christina Fincham

Christina Fincham

Bookkeeper

Dave Roth

Dave Roth

Partner | Managing Member + CEO

Don Methfessel

Don Methfessel

Senior Manager

Gary Sherman

Gary Sherman

Partner | Managing Member

Gregory Goldstein

Gregory Goldstein

Partner | Managing Member

Helder Mendonca

Helder Mendonca

Partner | Managing Member

Howard Condo

Howard Condo

Managing Partner + CEO | Managing Member

James Lee

James Lee

Managing Director

Joe Caplan

Joe Caplan

Partner | Managing Member + Department Chair

Joe Sheehan

Joe Sheehan

Partner | Managing Member

Kartik Shah

Kartik Shah

Staff Accountant

Louis Almerini

Louis Almerini

Advisor

Michael Jast

Michael Jast

Partner | Managing Member

Michael Martins

Michael Martins

Supervisor

Michelle Del Villar

Michelle Del Villar

Bookkeeper

Neil Bressler

Neil Bressler

Partner | Managing Member

Paul Albanese

Paul Albanese

Partner | Managing Member

Rafael Marte

Rafael Marte

Advisor

Randy Stouber

Randy Stouber

Advisor

Rob Quick

Rob Quick

Partner + Practice Group Chair | Managing Member

Rose Campos

Rose Campos

Manager

Rushianthi (Rushi) Perera

Rushianthi (Rushi) Perera

Bookkeeper

Sal Lubrano-Lavadera

Sal Lubrano-Lavadera

Partner | Managing Member

Sandy Ferreira

Sandy Ferreira

Senior Manager

Stephen McSweeney

Stephen McSweeney

Manager | Senior Valuation Specialist

Steven Gordon

Steven Gordon

Partner | Managing Member