The Paolillo Financial Planning Group

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Service Overview
Services

The services outlined below represent the areas in which The PFP Group feels most comfortable and most qualified to successfully complete.  Other professional services, including legal, investment and specialty audits, are referred to other qualified individuals, some of whom may be within our approved network.

Our years of operating a sales and marketing organization gives us a leg-up on sales analyses, product pricing, and route distribution/blocking.  These areas are usually sensitive to most businesses – unless you are a monopoly!

Personal advisory services include tax advice and preparation, mortgage and loan application assistance and financial planning techniques for individuals and families.

Business Roundtable

·         Objective Evaluations

·         Strategic Sales Advisory

·         Product Up-Selling

·         Profitability Recommendations

·         Predictable Outcomes


Business & Personal Advisory

·        Expansion Techniques

·        Strategic Sales

·        Financial Planning

·        Tax Preparation

·        Accounting Systems

·        Software Evaluation

·        Real Estate Investment Analysis


Process Evaluation

·         Manufacturing

·         Sales Function

·         Distribution

·         Departmental

·         Customer Service (Account Management)


Transition Positions (Interim)

·         Chief Executive/Operating Officer

·         Chief Financial Officer

·         Controller

·         Accounting Manager


Licensing and Franchising

·        Branding (Products, Services)

·        Licensing (Animation, Processes)

·        Restaurant Concepts/Name


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