Business Advisory

Filomeno & Company understands that your business needs more than just an accountant. As your business advisor, we are your problem solver.

We help you to identify issues and find the solutions that are right for your business. Working closely with you and your management team we will develop a strategic business plan, explore financing alternatives, minimize taxes, and assess technology needs.

We offer experience in a vast variety of industries and we bring an immeasurable knowledge base that you can profit from.

Services We Provide:

  • Review and redesign the business organizational structure through team building
  • Define, measure and manage key performance indicators for the business
  • Analyze your banking requirements in the areas of loans, lines of credit, mortgages
  • Prepare projections for your company when requested by the bank
  • Analyze proposed covenants to assure you of future compliance.
  • Strategy sessions to develop a plan of action to set measurable targets and goals
  • Define a business strategy
  • Identify and address business owners' key frustrations
  • Develop a customer service strategy
  • Succession planning
  • Manage the business with a management control plan that enhances the bottom line
  • Develop an exit plan for company or shareholders
  • Periodic business valuations to determine effectiveness of strategies implemented
  • Joint venture/merger acquisition analysis
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For more information, please contact:

Thomas J. Filomeno, CPA
(860) 760-7031

Giustina Lamoureux, CPA
(860) 760-7012

Michael Maksymiw, CPA
(860) 760-7029


"We use Filomeno & Company to assist our association with our bookkeeping and financial reporting needs. Our partnership works because they take the time to explain what the numbers mean and how to make the best financial decision based on that advice. They have consistently performed and demonstrated a true knowledge of the manufacturing industry."

Manufacturing Client
More Than Adding Numbers… Adding ValueSM

"An Independently Owned Member of RSM Alliance"