Our mission:

We provide strategies to plan and control the financial side of your business.

Who we serve:

Our clients range in size from startups to organizations with $15 million of revenue. We specialize in service providers which include diverse clients in the field of health care, transportation, creative services, distribution, technology services, real estate development and non-profits.

Our capabilities:

The typical issues we address are: cash flow analysis and management; financing and credit options; budgeting and forecasting; understanding financial reports; accurate bookkeeping methods; family business conflicts; managing growth; how and when to retrench; correcting financial mistakes; overcoming tax problems.

We help our clients avoid making wrong financial decisions. A bad decision, even an innocent one, can cause a difficult situation, and can haunt you for years with banks, the IRS and vendors.

We help you create a written financial road map, a realistic budget, and performance targets against which current results can be evaluated.

We improve your firm’s financial capabilities by:

• teaching you and your staff financial skills
• creating accountability
• reviewing performance
• analyzing and re-focusing solutions

How we get started with a new client.

We provide a one-hour, free consultation during which we get to meet each other; we learn about the scope of your project, and you get to ask questions about Waxman Associates.

We prepare a letter of understanding outlining the services we will provide, the estimated hours / week we will spend on each item, and our hourly rate. After we both sign the letter, we will commence work.