Vicenti, Lloyd & Stutzman provides manufacturers, distributors, wholesalers, and other businesses with a variety of consulting services that help them perform more efficiently and profitably.

Services for Commercial Businesses

Accounting & Auditing Business Systems Consulting Business Valuations, Economic Loss, & Litigation Support Fraud Prevention & Detection Human Resources Consulting Interim CFOs Interim Controllers Pension Plan Consulting & Auditing Profit Enhancement Process (PEP) Software Solutions Tax Planning & Return Preparation

No matter how simple or complex a business, Vicenti, Lloyd & Stutzman provides accounting and auditing services that will give clients the information needed to run their businesses successfully and to meet the requirements of outside parties.

Our staff members are trained to provide helpful suggestions and ideas while performing audit procedures. Our friendly concern helps the engagement run smoothly with minimum stress to our clients.

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Vicenti Lloyd & Stutzman LLP has established a preferred provider relationship with ACI Consulting Corporation of Anaheim Hills CA. ACI specializes in the implementations of Sage Software's MAS 90, MAS 200, MAS 500 and SalesLogix products.

ACI and Vicenti Lloyd & Stutzman have worked together on a variety of projects relating to the development, project management and implementation of accounting systems in the past. As a preferred provider, ACI will serve as a key resource for the firm's clients for their accounting software needs.

ACI has been a Sage Software (formerly Best Software) Partner for over ten years and was founded by two former Best Software employees. ACI bases its success largely on its dedication to personalized customer service and competent employees. ACI is a full-service firm offering an extensive array of business management and accounting software solutions, network and hardware support, and consulting services.

Contact ACI Consulting

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Our certified professionals serve as consultants and experts in business valuations and litigation support. We have considerable experience in business valuations related to mergers and acquisitions, buy-sell agreements, and purchase or sale of closely held businesses. There are many other cases where you might need the advice of a Certified Valuation Analyst (CVA) and among them include liquidation or reorganization, partner disputes, divorce, succession planning, estate and gift tax planning, wealth transfers, charitable giving, and gifting programs. Full description here.

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It is estimated that fraud accounts for more than $400 billion in losses annually for U.S. businesses and governmental agencies. Fraud eats away at revenues at an average rate of six percent a year. That is why Vicenti, Lloyd & Stutzman's fraud prevention and detection programs are designed to aggressively fight fraud at every level of business activity. Don't let fraud eat away at your fund balance. Full description here.

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Our Human Resources Department aims to facilitate continuous improvement at all levels within an organization. By offering HR Consulting Services to our clients, we are better able to meet their needs and continue our goal of being the only firm our clients consider to help them succeed.

Our HR consulting services are available to both for-profit and not-for-profit organizations. Organizations of particular interest include small companies that do not have a structured Human Resources Department, as well as companies with specific, short-term needs.

The benefits of utilizing our HR Consulting Services consist of:

Cost-savings based on outsourcing specific needs Reducing recruiting costs Using valuable time effectively Having confidence of being in compliance with federal and state regulations

Full description here.

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Not every company needs the services of a full-time Chief Financial Officer, or a company may have a temporary need for an experienced CFO due to an absence or turnover. Vicenti, Lloyd & Stutzman can help. We give businesses the option of outsourcing all or a portion of their CFO needs on a per-project or as-needed basis. Duties performed by our interim CFOs include:

• Identifying and acting upon projects and processes that will enhance profitability;
• Preparing or reviewing budgets and forecasts;
• Preparing capital/loan analyses;
• Analyzing lease/purchase options.

Companies benefit by having the use of a seasoned CFO without increasing payroll costs. The interim CFO provides fresh objective and unbiased analysis of the company's financial and accounting situation.

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Small businesses may find they need a part-time or interim controller until a permanent employee is hired. The interim controller's duties might include:

• Preparing monthly and annual closings;
• Managing a company's accounting department;
• Performing financial analyses and identifying and acting upon cost-saving opportunities.

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We have the experience and technical expertise to perform audits for company pension plans, and to provide consulting services that ensure compliance with ERISA and Department of Labor guidelines.

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Our Profit Enhancement Process (PEP) is a proven strategy that generates immediate and sustainable bottom-line results for companies. Through PEP, we train management teams to think like entrepreneurs. We help identify and implement profitable ideas that are often missed due to time constraints.

1. Assessment Report. PEP begins with an assessment of a company from several business perspectives. Through the use of questionnaires, interviews with company personnel, and a review of financial, marketing and operational information, we develop an overview of strengths and weaknesses, key issues and areas of opportunity. The report provides the business with concrete ideas on how to better manage assets and credit, receive a higher return on its marketing investment, improve internal processes, reduce costs and better manage human resources.

2. The Profit Enhancement Workshop. A PEP workshop is held with key company personnel to focus on the opportunities identified in the assessment phase. We act as a facilitator, giving structure to the concepts and suggestions identified in the workshop. This results in a series of action plans based on what is practical and achievable. We help assign responsibility and develop a time frame for each opportunity. Additionally, we project the potential bottom-line effect of each action plan.

3. Implementation. At the client's option, we can function as the company's "profit coach." When desired, we become part of the implementation team to provide technical expertise and to help monitor progress. This helps to ensure that the action plans are being followed, obstacles are overcome and bottom-line improvements are realized.

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We counsel clients throughout the year on tax planning issues and structure creative positions to reduce their taxes. We suggest short-term and long-term strategies for lowering tax liabilities, prepare tax and other compliance documents, and represent businesses before governmental agencies involving federal, state and local tax returns. We also work with attorneys, financial planners and life insurance professionals to set up tax-advantaged programs that address the specific needs of family-owned and closely-held businesses.

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