Case | Sabatini has a long history and strong reputation in serving general and specialty contractors. Construction is our firm’s largest industry group and our longest-running industry focus. For nearly 50 years our firm’s specialized construction expertise has allowed us to accumulate a significant market share. We currently serve over 100 construction companies, including several of the area’s largest contractors with operations in many states. Our objectives on our projects include maximizing profits, minimizing taxation, and empowering your company with financial information and advice designed to help you better manage your company’s finances.
Typical Services for Contractors Include:
- Compilations, reviews, and audits of financial statements
- Budgeting, forecasting, and projections
- Mergers and acquisitions
- Comprehensive tax services — including sales tax related issues, off-road fuel tax credit refunds, multi-state taxation (apportionment formulas), look back calculations
- Services for owners: tax planning, financial planning, wealth management, investments. See CSD Financial for details.
- Bonding assistance
- Contract claim litigation support
- State pre-qualification forms
- Software and job costing, specialized financial reporting and accounting software selection, implementation, and training
- Cash flow and burden/overhead analysis – e.g., analyzing job billings, job receivables, and change order billings
- Construction-specific internal audit services
- Operational consulting
- Special investigations
- Bookkeeping and write-up services
- Personal financial statements
- Business succession and estate planning
- Financing alternative analysis
- Employee benefits services
- Cost segregation studies & Business valuations
- Specialized real estate development services
- IT Consulting
In short, Case | Sabatini is one of the most experienced and qualified firms to help you manage your finances and minimize taxation. Our professionals understand your industry, are involved in it, and have amassed the best financial and technical practices to help build your business.
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