At SMD Consulting & Accounting, LLC, we provide strategic guidance for complex financial situations, including business acquisitions, ownership restructuring, business sales, and new ventures.
With clearly defined scopes and upfront pricing, you’ll know exactly what to expect as we help you make informed decisions and move forward with confidence.
What Our Special Project Services Include
We assist with a wide range of business advisory and compliance-related projects.
Business Transactions & Structural Changes
- Business acquisition support
- Business sale support
- Business startup planning
- Entity selection and coordination
- Entity reorganization
- Ownership changes
These engagements often require coordination with our business law services.
Estate & Asset Planning Coordination
- Basic and advanced estate planning support
- Trust formation coordination
- 1031 exchange planning support
- Cost Segregations
These strategies are often implemented alongside our estate planning services. Professional guidance when you’re facing a complex business or financial decision.
Accounting & Software Support
- QuickBooks setup
- QuickBooks training
- Bookkeeping catch-up and cleanup
- QuickBooks integration with medical practice or business operational Systems
Financial Planning & Valuation
- Financial projections
- Limited calculation of business value
- Compensation analysis
- Business plan development
Other Projects
- Cost segregations
- R&D tax credit studies
- Captive insurance companies
- Advanced life insurance strategies
WHO THESE SERVICES ARE DESIGNED FOR
Our project-based business advisory and tax services are ideal for:
- Business owners across the United States.
- Companies navigating a business acquisition, sale, ownership change, or entity restructuring
- Entrepreneurs starting or selling a business
- Medical Practice & Business owners paying too much in tax each year
- Investors involved in real estate transactions
- S corporation owners who need reasonable compensation analysis or entity-structure guidance
- High Net Worth business owners
If you are navigating a transition, dispute, or major decision, structured advisory support can reduce risk and improve outcomes.
Why Choose SMD Consulting & Accounting
- Upfront scope and pricing clarity
- Experience in complex financial matters
- Integrated tax and advisory insight
- Expertise serving in the Dallas–Fort Worth, TX area and across the United States.
- Coordination with our integrated family office services when needed
We provide clear direction when situations become complex.
Frequently Asked Questions
1. What qualifies as a special project?
Special projects include one-time or complex engagements such as business acquisitions, entity restructuring, financial projections, or business valuation support.
2. Do you provide project support in the Dallas–Fort Worth, TX area and across the United States?
Yes. We assist clients in the Dallas–Fort Worth area and across the United States with all the services described above.
3. Do you help with business acquisitions or sales?
Yes. We provide financial analysis, valuation insight, tax planning considerations, and transaction support for buyers and sellers.
4. Can you help clean up past bookkeeping issues?
Yes. We provide bookkeeping catch-up and cleanup services, along with QuickBooks setup and training if needed.
5. How are special projects priced?
All special projects are scoped in advance with a defined price before work begins. This ensures transparency and eliminates unexpected hourly billing.
Schedule a Consultation
Ready to focus on your business and leave the books to us?