Copetti & Co

At Copetti & Co. we believe that knowledge is power and as experienced advisors we can take an objective view of your organization and work with you to improve the position of your company.

Our professional team can help your company’s management team develop long-term objectives and strategies to facilitate your business’ future success:

• Strategic Business Planning
• Operational Reviews
• Financial Management
• Monthly/Quarterly Monitoring and Review
• Management Information Systems
• Cash Management
• System and Software Selection/ Installation/ Training

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business..

Business Succession Planning

Effective transition of your business to your successors is critical to its continued prosperity. With a solid background in tax, succession and estate planning, and other financial matters, we are fully qualified to address the complex issues of business continuation.

Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

Fraud Prevention & Detection

We use accounting and auditing skills to provide an analysis of financial records in conjunction with fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.