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Advisory Services

Welgaard’s Financial Advisory Services and Business Services

Business Development Services and Problem Solving

At Welgaard, we understand that no one knows your business like you do. When you come to us for business development services, our professionals will help you evaluate your unique business and create a strategic plan to achieve growth and success. We will listen to you, learn your business and use our expertise to help you achieve your business goals. You will find our business plan consultants are excellent critical thinkers and problem solvers.

Starting a New Business

Starting a new business on the right path is crucial to long term success. According to the U.S Small Business Administration, half of small businesses fail within the first five years, and the most cited reasons are lack of experience, insufficient capital and poor financial management.

If you are starting a business, Welgaard can provide insights and offer critical business development services to get your business started off on the right foot. Our business plan consultants can help you select the appropriate organizational structure, make the proper elections and help to secure adequate financing.

Our staff will partner with you to build a strategy for successful financial management, including selecting the best accounting system for you, providing training and arranging periodic reviews of your financial statements to ensure accuracy and effectiveness.

Enabling Established Business Growth

Successful, well established businesses are continually striving for opportunities to manage their businesses more effectively and profitably. Our team can work with you to develop a strategic plan for your established business, based on your situation and needs. We will work with you through all your business needs, including investment reviews, loan applications, pricing, credit policies, cash flow, cost controls, sales and acquisitions and your other business challenges.

We prepare compiled and reviewed financial statements. And most importantly—we can help you use your statements to manage your business more effectively and profitably.

Outsourced CFO Services

Welgaard’s experienced accounting team members can provide professional financial advice for growing businesses who don’t need a CFO yet, or small to medium sized established businesses who don’t need a CFO on site every day. Welgaard’s outsourced CFO services help you focus on forecasts, budgets, KPIs, goals and regular meetings. This is an opportunity for you to benefit from our teams’ extensive experience. Let us assist you with your finances and taxes, so you can focus on running your business.

Business Succession Planning

We know your business is your livelihood and your most valuable asset. Welgaad’s business succession planning services can help you organize and secure the future of your business. Whether you’re planning to pass your business down to the next generation, selling to a key employee or selling to an external party, our team will ensure you pass on your business in a tax efficient manner.

A solid, long-term succession plan can drive the growth of a business and help meet personal and business goals. Partner with Welgaard to help develop your succession plan and answer any questions you may have.

Welgaard Business Services Near Des Moines, Iowa

Welgaard offers outsourced CFO services, business development service and other financial advisory services for businesses and individuals across the Des Moines area and northern Missouri. Our Iowa offices are located in Pella, Altoona, Urbandale, and Mount Ayr, and our Missouri offices are in Stanberry and Bethany. Contact us to get connected with our team of experts. We are looking forward to learning how we can support you and your business goals.

*Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRASIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Welgaard CPAs & Advisors Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.