Archie B. Sanchez, Jr. CPA & Consultant
Services
Accounting
At Archie B. Sanchez, Jr., CPA & Consultant, we focus on providing practical accounting solutions for business owners. From new ventures to established companies, our professional firm offers the right combination of accounting services, financial planning services, tax strategies and personal services to match your needs and optimize business profitability.
Accounting
Auditing
An objective and independent audit by our audit team will aid in business decision-making for both individuals and businesses. As a business owner or CFO of a large corporation, our auditing services can enhance operational efficiencies and business profitability ensuring you meet your business goals & objectives.
Auditing
Insurance Planning
Whether you are an individual or a business owner, having a comprehensive insurance plan is an important aspect of sound financial management to preserve, protect and grow wealth.
Insurance Planning
Business Financial Planning
A sound business financial plan allows companies to create a comprehensive roadmap of a company’s finances; it involves analyzing past financial data and forecasting future financial scenarios; thus, identifying areas of growth, of potential risks/opportunities, and developing effective strategies to achieve financial success.
Business Financial Planning
CFO/Controllership Services
CFO and controllership services are invaluable for companies seeking to achieve success and profitability in today’s complex business world by enabling businesses to gain comprehensive insight into their financial health, make tactical & strategic decisions, and implement sound financial management strategies.
CFO/Controllership Services
Business Consulting Services
For businesses navigating today’s fast-paced and ever-changing market, professional consulting services can be a crucial investment. Our professional business consulting services are delivered by seasoned consultants with the overarching purpose being to identify ways to improve efficiency, mitigate risks, reduce expenses, and increase revenues.
Business Consulting Services
Comprehensive Financial Planning Services
Our team provides personalized services including wealth management services, investment planning, insurance and risk management planning, retirement planning, employment benefit planning, tax planning, and estate planning; the main objective is to optimize the client’s financial position and attainment of financial goals.
Comprehensive Financial Planning Services
Forensic Accounting/Forensic Auditing Services
Our certified forensic accountants serve various organizations, government agencies, corporations, non-profits, and legal firms to protect client assets, prevent financial harm or irregularities, uncover fraud and financial crimes, and provide evidentiary support in legal proceedings.
Forensic Accounting/Forensic Auditing Services
Fractional C-Suite Services (CEO, COO, CFO)
Customized executive support based on client’s business needs; serving startups, small-to- medium sized businesses (revenue: $1m-$50m), professional service businesses, nonprofit organizations can benefit from Fractional C-Suite Services.
Fractional C-Suite Services (CEO, COO, CFO)
Investment Planning
Investment planning is a vital process that requires careful analysis of financial goals while taking into consideration risk tolerance, time horizon, and financial resources when deciding which investment vehicles to allocate resources. Our financial advisors can help to develop and customize an investment plan suitable for individuals or businesses.
Investment Planning
Estate Planning
Proactive estate planning can bring peace of mind to you and your loved ones. Our personalized approach ensures compassionate support throughout the process. Our experienced team collaborates with your advisors to create a comprehensive plan that meets your goals. Contact us today to learn how we can assist you.
Estate Planning
Litigation Support Services
Our team carries out a rigorous investigation of financial evidence, carefully analyzes financial documents, and assists in preparing trial exhibits. We provide expert witness testimony, using our vast financial expertise to increase financial transparency and ensure unbiased judicial outcomes.
Litigation Support Services
Retirement & Employment Benefit Planning
Our team performs an analysis of existing plans, tax ramifications, Social Security, and pension entitlements then evaluate available options, forecast future expenses, and form an optimized financial strategy that includes investment, insurance, and financial saving techniques.
Retirement & Employment Benefit Planning
Risk Management Planning
The strategic development and implementation of a risk management plan is crucial to enable an organization to achieve optimal operational performance and optimal financial results.
Risk Management Planning
Tax Planning/Tax Preparation
Our team of Certified Public Accountants can assist you with tax planning and tax preparation. With decades of experience, we provide accurate and timely service to navigate complex tax laws and avoid costly mistakes. Contact us today to schedule a consultation and focus on what matters most – your business and personal life.
Tax Planning/Tax Preparation
We are the #1 CPA firm in Louisiana
Comprehensive Financial Planning Services
Our professional approach is client centric, solution driven, and tailored to exceed each client’s expectations