Accelerate Business Growth
Insight & Strategy Geared for Momentum
Our advisory, financial, and strategic services help unlock growth through better decisions, streamlined operations, and clearer financial insight. Whether you are navigating complex transactions or optimizing performance, we provide the tools to move forward with confidence.
Harnessing this diverse portfolio of services acts as a growth catalyst, combining deep expertise with a collaborative approach. By aligning with your goals and embedding strategic support into your operations, it helps build momentum that drives long-term success.
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The impactful path to business expansion starts here
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Mergers & Acquisitions (M&A) Advisory
Fuel expansion or navigate exits with strategic M&A guidance that accelerates growth while minimizing risks.
Business Strategy & Consulting
Position your business for rapid growth by uncovering opportunities, managing risks, and aligning strategy with momentum.
Business Valuation Consulting & Reporting
Gain growth-focused valuation insights to support acquisitions, sales, or capital raises with clarity and confidence.
KPI Analysis & Performance Advisory
Drive performance by translating key metrics into strategies that accelerate business growth and profitability.
Financial Dashboards & Forecasting
Use forward-looking financial dashboards and forecasts to anticipate opportunities and scale with precision.
Financial Planning and Analysis
Financial Process Automation
Accelerate efficiency by automating processes that free your team to focus on scaling the business.
Fractional CFO Services
Access high-level financial leadership on demand to guide critical growth decisions without a full-time hire.
Accounting Technology Integration and Automation
Boost scalability by integrating advanced tools and automation that streamline financial operations.
Virtual Controller
Strengthen financial oversight during growth phases with flexible, remote controller services that ensure accuracy and efficiency.
Agreed-Upon Procedures (AUP) Engagements
Apply targeted procedures to evaluate growth initiatives and support confident business decisions.
Strategic Tax Planning for Businesses
Stay ahead with proactive tax strategies that maximize reinvestment opportunities for business growth.
Specialized Tax Research & Consulting
Resolve complex tax challenges quickly with research and insights that support your expansion plans.
Business Purchases and Sales Analysis
Evaluate purchases or sales with strategies that maximize growth potential and minimize tax impacts.
Real Property Purchases and Sales Analysis
Make informed real estate decisions that strengthen your financial foundation for expansion.
State Income Tax Research and Planning
Confidently expand across states with planning that mitigates tax exposure while fueling growth.
Tax Credit Analysis
Leverage available tax credits to improve cash flow and reinvest in business growth.
Employee vs. Independent Contractor Classification
Clarify worker classifications to avoid penalties and keep your growth momentum on track.
Team Leadership Coaching
Equip leaders with skills to inspire teams and drive organizational growth.
One-on-One Executive Coaching
Accelerate leadership impact with personalized coaching that strengthens decision-making during growth phases.
FAR Compliance Advisory
Navigate federal regulations with confidence to pursue new opportunities and expand your business footprint.
DCAA Readiness Assessments
Prepare your systems and controls for federal growth opportunities with readiness assessments that ensure compliance.
DCAA Audit Preparation & Support
Move into new government markets with audit-ready processes that support compliance and growth.
Indirect Cost Rate Budgeting
Build compliant cost structures that strengthen your position in securing and managing growth-focused government contracts.
Capture Strategy & Proposal Consulting
Win more contracts and expand faster with strategies that sharpen competitive proposals and position you for growth.
Why HeimLantz
Drive faster growth with expert advice and focus
Strategic Insight
Discover and act upon opportunities and risk through objective information.
Operational Efficiency
Optimize workflows and eliminate friction to create a leaner and more agile organization.
Financial Precision
Achieve growth targets with financial intelligence that supports performance.
Ambitious Plans
Turn big ideas into executable actions through transformational guidance.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
FAQs
Why is strategic insight essential for business growth?
Strategic insight helps businesses identify opportunities, anticipate challenges, and align resources effectively, laying the foundation for sustainable growth and competitive advantage.
What are the benefits of combining financial and operational advisory?
Combining financial and operational advisory creates a holistic growth strategy, improving cash flow, streamlining processes, and enabling data-driven decisions that drive long-term success.
What are the risks of growing a business without advisory support?
Without expert advisory, businesses may face poor financial planning, missed tax opportunities, inefficient operations, and compliance risks that can stall or reverse growth.
How can professional advisory services improve decision-making?
Professional advisory services provide accurate data, forecasting tools, and expert analysis that reduce biases and subjectivity.
What is the ROI of investing in business advisory services?
Advisory services can deliver measurably improved profitability, reduced inefficiencies, stronger financial controls, and faster decision-making to help businesses capitalize on growth opportunities while avoiding costly missteps.
How do these services help businesses become more agile?
By streamlining operations, improving forecasting, and enabling data-driven decisions, advisory services help businesses respond quickly to opportunities and challenges.
Can advisory services help my business scale faster?
Yes, advisory services are designed to support rapid scaling by aligning financial strategy, operational efficiency, and leadership development with your business goals.
Why choose a CPA firm for business growth advisory?
A CPA firm brings deep financial expertise, regulatory knowledge, and strategic insight, making it a trusted partner for businesses seeking to grow with confidence and control.
Can advisory services help my business adapt to market changes?
Yes, advisory services offer real-time analysis, forecasting, and strategic planning that enable businesses to pivot quickly and stay resilient in changing economic conditions.
Are advisory services only for large or complex businesses?
No, small and mid-sized businesses benefit significantly from advisory services, especially when scaling, entering new markets, or navigating financial or operational transitions.
How do I know if my business is ready for growth advisory services?
If you are planning to scale, facing operational challenges, or seeking better financial visibility, it is the right time to engage advisory services that can guide your next phase of growth.
Featured Resources
HeimLantz Bids Mary Ann Murray a Fond and Grateful Farewell
Annemarie Heim Is One of the Maryland Association of CPAs’ Women to Watch Honorees
HeimLantz Wins Top Ten Award for Best Use of Technology
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.