Proactive CPA Solutions
Virtual Consultation Excellence
Transforming Financial Data Into Your Greatest Competitive Edge
Get direct access to seasoned CPA consultants and fractional CFO leaders without geographical boundaries. Ulman's Virtual Consultation services offer flexible, high-impact video strategy sessions where we analyze your financial statements on screen, troubleshoot immediate bottlenecks, and map out concrete solutions for your business.
Whether you need an independent second opinion on an upcoming tax strategy, guidance through an SBA loan application, or a deep dive into your QuickBooks file, our virtual advisory brings decades of elite financial leadership directly to your screen in real time.
What We Deliver
Concrete deliverables provided consistently and accurately as part of our Virtual Consultation engagement.
Live Screen-Share Financial File Audits
Real-time diagnostic review of your QuickBooks or ledger with immediate recommendations.
Custom Tax Optimization Blueprints
Targeted strategy discussions to uncover legal deductions before year-end.
Cash Flow & Capital Planning Sessions
Scenario modeling for major capital purchases, hiring, or expansion loans.
Written Action Summary & Recording
Comprehensive written takeaway blueprint and session recording provided after every call.
Why Choose Ulman for Virtual Consultation?
Frequently Asked Questions
Common questions regarding our Virtual Consultation process and pricing.
Other Services
Talk To Our Senior Accountant
Get tailored advice on your business financials with zero obligation.
AICPA & GAAP Certified
256-bit bank-level encryption. 100% confidential domestic Accounting practice.