Add Valorem, LLC

We're in this with you

Accounting firm in Littleton, CO (show on map)

3.7

★★★★☆

3 reviews

Add Valorem is a full-service CPA firm licensed in Colorado offering strategic services for business owners, executives, and independent professionals with a higher level of service and commitment.

Call (303) 646-5600

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About

Add Valorem LLC is a full-service CPA firm licensed in Colorado. The firm offers a broad range of strategic services for business owners, executives, and independent professionals, striving for a higher level of service, commitment, and true partnership with clients.

Services include advisory services (Part-Time CFO), bank financing, strategic business planning, and new business formation.

Full-service CPA firm licensed in Colorado

All CPA's hold valid Colorado CPA Certificates

Advisory-based approach (not just compliance)

Partnership with clients rather than just transaction processing

We're in this with you

Services

Advisory Services (Part-Time CFO)

On-demand CFO service providing professional financial management to help guide business to success, including time for core business issues, better understanding of financials, improved decision-making, and financial controls.

Focus on new services, customers, and core issues Better understanding of financial side of business Improved decision-making Strong financial controls Staff training and management Budget preparation and monitoring Profitability analysis Tax saving strategies Cash management Banker, attorney, vendor liaison Financing assistance Insurance review Accounting procedure manuals Equipment purchase analysis Mergers and acquisitions assistance

Bank Financing

Professional assistance with business loan proposals including pro-forma cash budgets, financial statements, personal financial statements, and representation to lenders.

Pro-forma cash budgets and financial statements Personal financial statements preparation Collateral identification Representation to lenders

Strategic Business Planning

Strategic business planning to clarify company direction, ensure key leaders are aligned, and keep staff focused on tasks at hand. Helps identify target customers, develop marketing plans, staffing plans, management plans, and financial plans.

Target customer profile Marketing plans with promotional campaigns Staffing plans Management systems Financial projections for 3-5 years

New Business Formation

Opening a business with assistance on business plans, start-up capital needs, sources of capital, borrowing power evaluation, business structure selection, accounting software selection, cash flow budgeting, billing and collection procedures, cost monitoring, federal/state/local filing requirements, and payroll tax filing.

Initial business plan development Start-up capital needs assessment Business structure selection (tax advantages, legal exposure, portability) Accounting software selection Cash flow budget establishment Billing and collection procedures Federal, state, local filing requirements Payroll and payroll tax filing

Business Services

Broad business services including advisory, bank financing, strategic business planning, and new business formation.

Tax Services

Tax preparation and planning services for individuals and businesses.

Credentials & Certifications

Certified Public Accountant (CPA)

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What services does Add Valorem offer? +

Add Valorem offers advisory services (Part-Time CFO), bank financing assistance, strategic business planning, new business formation, tax preparation and planning, and payroll management tools through TaxCaddy and SecureSend.

What is the profile of Add Valorem's team? +

The team includes CPA partners Wendy Campbell and Donna Bornhofen, accountant Kelly White with 30+ years experience, and remote controller Mary Lehner. All CPAs hold valid Colorado CPA certificates.

Where is Add Valorem located? +

Add Valorem is located at 4 West Dry Creek Circle, Suite 100, Littleton, CO 80120. Phone: (303) 646-5600.