our Advisory Services

We’ve been helping a prominent mix of entrepreneurs and business owners in your field. Contact us to see how CMA can help you with any stage of your business.

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Advisory Services

Advancements in Internet and technology continue to influence our finances, savings, time, and outlook on our futures and life. With a surplus of information available deciding what information to rely on is becoming increasingly complex. Incidentally, determining when at what point in your life to apply the information makes matters more tricky. Play it safe or play it smart? When the future is uncertain and change is inevitable, we say play it smart by planning.

The purpose of our advisory services is to provide valuable insight on analyzing situations and making the best investment decisions for your future. Our Caring professionals take you by the hand and offer a range of tailored plans customized to fit your needs & goals. Examples include but are not limited to: developing a financial plan, money management skills, taxes, savings options, life insurance, investment portfolios, business development, retirement and estate planning to list a few. Contact our office to be connected to the appropriate support channel.

why choose us?

  • We’ve been in the industry for decades.
  • Our team is composed of experts with years of experience.
  • Hassle free process.

Start today with a free consultation!

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FINANCIAL PLANNING

Building and preserving your personal wealth requires dedicating time and specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We consult on a range of financial matters but also offer specialized planning for specific goals such as retirement, college education, and estate planning. As you...

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RETIREMENT SERVICES

We work in providing resources on the full spectrum of retirement such as pension plans, 401K, insurance, Simplified Employee Plans (SEP), flexible spending plans, wills, estate & trust planning, power or attorney, health and life insurance and much more. Our goal is to help you save enough for a comfortable retirement. Our caring professionals spend invest time on identifying your retirement needs, analyzing your...

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Tax Preparation and Planning

Tax preparation and planning are an intricate part of the success of our individual and business clients. Our experienced staff can develop tax strategies that take advantage of new and existing tax laws and legislation. CMA strives to take a proactive approach toward minimizing your tax liability. Education is the key to so much of what we do at CMA, if we are not busy educating our clients, we are educating...

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Management Advisory Service

Hidden in your business are areas of cost that if reduced would greatly increase the profit of your business. A dollar saved in cost is a dollar added to your bottom line profit. Our management advisory deep-dives into the six main cost centers of your business and shows you how to track, measure, and adjust costs so you increase profits. We provide a road map for improving your service profile, product cost, budgets,...

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Business Consulting

To manage your business profitably, you need the right financial data, advice and services. Our Business Consulting & Management Advisory Service is the most dynamic and powerful services our firm can offer a business owner. Working hand in hand we address issues such as business continuation and exit strategies, buy/sell and cross purchase agreements, employee benefits, buy vs. lease decisions, business entity...

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Estate & Trust Planning

Estate & trust planning is a major element in financial planning. Our office understands the transfer of money or property to others should be timed, if possible to minimize the tax burden and maximize the benefits for those receiving the financial resources. Thus, our focus is to help you select the best course of action for the needs of your estate and dependents. Whether you seek full financial planning services...

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Entity Selection & Restructuring

Matching the form of business organization with your desires as an owner can be overwhelming. Are you looking for something simple & easy to set up and gives you control? Do you have enough economic resources to initiate or expand your business? Are you looking for leverage in a partner’s unique skill or resources? Do you think you will transfer ownership soon? Looking to raise funds? What kind of taxes will you pay?...

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What our clients are saying:

"I am a cradle florist who has a business degree and thought I new most all I needed to know in the floral industry. When I meet Derrick for the first time he impressed me with his knowledge and how confident he was that he could educate me on ways to increase my bottom line. I accepted his challenge and hired on Crockett and Myers for my accounting needs 2 years ago. I have been exceedingly happy with my decision and look forward to my quarterly meetings to discuss all the numbers. Derrick showed me different ways to look at my business and opened up my mind as a progressive florist should. I am proud to say I work hard to reach 3 and 4 star reviews. Crockett and Myers is a true florist partner who has helped me streamline my business and produces my financials in a timely fashion."

Carma

Four Seasons Flowers, San Diego, CA