Business Consulting
CPAs are business technicians. We can help your business perform better, and get you where you want to go faster.

The CPAs at Murray, Roberts & Otto CPA in Appleton, Wisconsin have accumulated decades of experience working with hundreds of businesses.

We walk into business after business, seeing how they’re run, how they’re organized, and how their financial statements look. We learn as much as we can about that business as fast as we can. More than anything, we get to know the owner. We try to understand where they’re coming from to know what kind of help they need from us. What they usually need most is objectivity. “How are we doing?” “What should we do next?”

Our mission is to help you develop the best version of your business, and your life. We don’t have all the answers, but we have the objectivity you need, and we can help you get to the next phase.

Some of the areas we frequently consult our business clients are:

  • Financial analysis and profitability consulting

  • Form of entity selection

  • Business valuation

  • Mergers and acquisitions,

  • Internal controls and documentation systems

  • Accounting methods and systems

  • Outsourcing

  • Tax planning

  • Tax strategies

  • Compensation plans

  • Retirement plans

  • Real estate leasing & ownership

  • Equipment purchase or lease, & equipment leasing entities

  • Tax breaks for manufacturing

  • Research & development tax credits

  • Foreign sales corporations for exporters (IC DISCs)

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