Services
Torrey Pines Management Services and Your Business
Torrey Pines Management Services provides a full range of professional services from strategic planning and financial management to accounting and bookkeeping. We customize our services to your unique needs, changing and growing along with your business.
- Financial Operations Management
- Financial Strategy and Planning
- Business Financing Assistance
- Budget Creation and Development
- Cash Flow Management
- Tax Planning and Optimization
- Improved Financial Statements
- Software Analysis and Upgrading
- Employee Benefit Consulting
- Infrastructure Development
- Accounting and Bookkeeping
Financial Operations Management
Torrey Pines Management Services will analyze your financial and operating results to ensure that your operations are functioning efficiently and effectively—and we’ll often discover key leverage points or tactics that you’re currently not taking advantage of. We also maximize cost management by recommending best purchasing practices, improved cost controls, developing manufacturing cost standards, enhancing internal reporting, and more.
Financial Strategy and Planning
Our experienced team will advise you on strategic planning for growth and profitability, and evaluate your growth alternatives. We will help you increase revenue through smart pricing strategy, product line profitability analysis, and competitive analysis, all designed to guide you in making the best decisions for your business. Just starting out? We are experts at creating and evaluating business plans for start-up companies.
Business Financing Assistance
In today’s challenging economic market, successfully securing business financing requires not just the right paperwork, but the financial acumen to convince a lending institution to approve your loan. Our CPA and MBA-trained professionals will analyze and identify weaknesses and strengths on your balance sheet and income statement, and prepare you to provide the financial information required by banks and venture capitalists. Moreover, we have well-established relationships with lending institutions and venture capitalists, and work with many small businesses to facilitate introductions to banking/capital sources and match your company's investment requirements with appropriate funding sources. Our consultants have an impressive track record of securing significant capital for our clients.
Budget Creation and Development
In order to successfully launch and grow a business, you need a solid plan for revenue and expense management. Torrey Pines Management Services helps small business owners develop a model for meeting sales goals, realizing growth objectives, and achieving projected gross or net profit margin. We also create models to help owners with micro- and/or macro-decision making.
Cash Flow Management
Adequate cash and predictability of cash flow are vital to efficient daily business operations. However, many small companies do not have the systems in place to forecast monthly cash flow or to provide a long-term vision of their liquidity needs. Torrey Pines Management Services builds models to forecast both short-term and long-term cash flow requirements. We also assist management in prioritizing cash flow needs.
Tax Planning and Optimization
Many business owners do not adequately plan for taxes and, as a result, suffer the consequences of neglecting federal and local taxes. Torrey Pines Management Services creates plans to help the business owner plan for, comply with and navigate tax requirements. In addition, we can recommend excellent local tax accountants to our client companies.
Improved Financial Statements
Sound financial statements and records are needed to prepare accurate tax returns, obtain financing and perform due diligence in the event of a sale or legal action. In fact, many small businesses pay too much or too little taxes because transactions are not recorded properly on their ledgers. Torrey Pines Management Services creates monthly closing and review processes to ensure financial statements are prepared accurately and on time.
Software Analysis and Upgrading
While basic home office software can be adequate for very small operations, it often does not meet the needs of emerging businesses. It is essential that your accounting software grow with your company. Torrey Pines Management Services consultants are experts in business software packages, and can evaluate options and recommend programs to meet your needs.
Employee Benefit Consulting
If you already provide employee benefits or are considering adding them to your business, Torrey Pines Management Services can evaluate the costs and benefits of various retirement plans, insurance programs and compensation packages, and recommend options to balance cost, incentive value and potential payout in both the short and long term.
Infrastructure Development
From start-up businesses to industry-leading veterans, a solid infrastructure helps create a company that functions efficiently and profitably now and in the future. However, small business owners often don’t have the knowledge or qualifications to construct the infrastructures they need to support and grow their companies. Torrey Pines Management Services creates integrated small business infrastructures designed to support all aspects of business: management structures, organizational plans, finance plans, sales plans, advertising and marketing strategies, and growth strategies.
Accounting and Bookkeeping
Torrey Pines Management Services recommends that a qualified bookkeeper or accountant maintain your company’s books. However, when requested, Torrey Pines Management Services can also provide bookkeeping services. Our professional bookkeepers are carefully selected based on their experience, training, education and professional ethics.