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Management Advisory Services

The Woodcock & Associates team leverages years of experience to provide a full range of management advisory services.  No matter what your business’s stage of maturity, we have solutions. We can help you to clarify your needs, goals, and responsibilities to reach the next level. Our management advisory services include:

Business inception

  • Start-up assistance
  • Entity selection


  • Financial forecasts
  • Cash flow analysis
  • Budgeting and projections
  • Business plan preparation
  • Strategic planning
  • Family business issues
  • Continuity planning and exit strategies
  • New business opportunity evaluation

Day to day operations

  • Evaluation and design of accounting systems
  • Software recommendations
  • Internal control assessment
  • Month-end accounting reports
  • Operations analysis
  • Ratio and trend analysis
  • Regular management meetings to discuss interpreted results of operations
  • Internal control evaluations and risk assessments
  • Processing of financial information
  • Evaluation and negotiation of financing arrangements

For more information, contact our management advisory team.