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Consulting & Advisory Services

At Goldwiseman, we provide expert consulting and advisory services to help businesses across industries navigate today’s complex and rapidly evolving business environment. Our team partners closely with clients as trusted advisors, offering guidance, insights, and solutions to address challenges and seize growth opportunities. Whether you are planning for expansion, managing risk, or exploring strategic initiatives, Goldwiseman is your reliable partner for business success.


Internal Control Development and Documentation

Strong internal controls are critical for protecting assets, preventing errors, and mitigating risks. Goldwiseman helps organizations design, document, and enhance internal control systems to ensure compliance and safeguard resources. Our team identifies vulnerabilities, implements robust processes, and provides tailored solutions to strengthen your organization’s operational framework.


Accounting and Financial Reporting Research

Accurate financial information is essential for strategic decision-making. Goldwiseman offers detailed research and analysis on accounting standards, tax regulations, and financial reporting to support informed business decisions. From audits and reviews to advisory services, we help clients navigate complex financial scenarios with confidence and clarity.


Preparation of Financial Statements

Understanding your company’s financial health starts with accurate financial statements. Goldwiseman assists in preparing balance sheets, income statements, cash flow statements, and retained earnings reports, giving business owners, investors, and stakeholders the insights needed for strategic planning and decision-making.


Financial Forecasting

Effective budgeting and forecasting are crucial for long-term success. Goldwiseman provides expert support in financial planning, helping businesses anticipate economic changes, allocate resources efficiently, and monitor performance. Our professionals leverage advanced forecasting techniques to help you make informed decisions and achieve organizational goals.


Business Succession Planning

Planning for the future of your business is essential. Goldwiseman offers confidential, independent guidance to help owners navigate succession planning, asset distribution, and leadership transitions. We work closely with attorneys, insurance advisors, and other professionals to create customized succession strategies that ensure continuity and long-term success.


Mergers, Acquisitions, Restructuring, and Recapitalizations

Goldwiseman assists organizations in navigating complex business transactions. Whether you are buying, selling, restructuring, or recapitalizing, our team provides strategic guidance, financial analysis, and negotiation support to help you achieve favorable outcomes and maximize value.


Grant Funding Assistance

Securing grants can significantly support organizational growth, but the application and reporting processes are complex. Goldwiseman helps healthcare organizations and other entities successfully navigate grant funding opportunities, including Rural Health Transition Grants, Rural Outreach Grants, SHIP, Provider Relief Funds, and SBA Paycheck Protection Program loans. We assist with applications, financial documentation, and compliance reporting to help you secure the funding needed to thrive.


Litigation Support and Forensic Accounting

Goldwiseman provides forensic accounting and litigation support to businesses, estates, trusts, and individuals. Our team conducts detailed transaction reviews, prepares clear executive summaries, and provides expert testimony for legal proceedings, mediations, and depositions. Services include fraud investigations, internal control reviews, divorce support, and court-appointed financial oversight.


340B Program Services

Our experts help healthcare organizations maximize compliance and savings under the 340B Drug Pricing Program. Goldwiseman provides auditing, compliance, and reimbursement services to ensure your program operates efficiently and within federal regulations.


Physician Needs Assessment

Goldwiseman conducts customized physician needs assessments to support healthcare workforce planning. Using quantitative and qualitative analysis, we help organizations identify current and future physician requirements, inform recruitment strategies, and optimize staffing to meet community healthcare needs.


Community Health Needs Assessment

Goldwiseman assists healthcare organizations in conducting comprehensive community health needs assessments (CHNAs). Our team ensures compliance with IRS and regulatory requirements while providing actionable insights to guide strategic planning, program development, and resource allocation.


Resource Solutions

Goldwiseman offers flexible resource solutions to support businesses with special projects, temporary staffing, or extended absences. Our team provides expert accounting, tax, and financial support to help organizations meet deadlines, manage workloads, and maintain operational efficiency.


Healthcare Reimbursement Services

Navigating healthcare reimbursement is complex. Goldwiseman provides guidance on Medicare and Medicaid cost reporting, specialized accounting, and tax services to optimize reimbursement and enhance financial performance for healthcare organizations.


Outsourced Accounting

Goldwiseman delivers comprehensive outsourced accounting services, including bookkeeping, payroll, tax planning, and compliance. Our team works closely with business owners to provide tailored solutions, reduce administrative burden, and allow you to focus on growing your business.