Schedule Consultation
Our Client Portal

Advisory Services

At Heinzelman CPA, our advisory services are designed to help businesses navigate complex financial decisions with confidence and clarity. Whether you’re planning for the future of your company or evaluating strategic opportunities, we provide expert guidance tailored to your unique goals. By partnering with us, you’ll gain actionable insights and a trusted advisor to help you plan ahead and grow with purpose.

Fractional CFO services

At Heinzelman CPA Group, our Outsourced CFO Services deliver expert financial leadership and strategic insights tailored to your business needs—without the cost of hiring a full-time CFO. We offer comprehensive support, from financial planning and performance analysis to compliance and risk management, empowering your business to thrive in a competitive environment. Whether you’re focused on growth, optimizing financial operations, or making critical decisions, our proactive, data-driven approach is designed to help you overcome today’s challenges and seize tomorrow’s opportunities.

Strategic Financial Leadership Without Full-Time Cost

  • Access high-level financial expertise at a fraction of the cost.
  • Tailored solutions aligned with your business goals.
  • Flexible engagement models to suit your needs.

Advanced Financial Planning and Analysis

  • Develop detailed business models and forecasts.
  • Conduct in-depth financial analysis to identify risks and opportunities.
  • Gain actionable insights for smarter decision-making

Scalability and Flexibility for Growing Businesses

  • Services scale with your business as it grows or changes.
  • Specialized expertise for unique challenges or critical moments.
  • Adaptable support for varying levels of financial complexity.

Did You Know?

Outsourced CFO services offer businesses access to cutting-edge technology, industry expertise, and strategic insights without the financial burden of hiring a full-time CFO. Let Heinzelman CPA Group help you unlock your business’s potential.

Business Succession Planning

Planning the future of your business is essential to maintaining its legacy and ensuring a seamless transition of ownership. At Heinzelman CPA Group, we specialize in crafting personalized succession plans that align with your goals and minimize disruption. Whether transitioning to family members, employees, or outside buyers, our approach ensures financial stability and operational continuity.

We work closely with you to understand your unique needs and create a roadmap that preserves the value of your business while addressing tax implications and leadership changes.

Strategic Financial Leadership Without Full-Time Cost
  • Tailored transition strategies aligned with your goals.
  • Tax-efficient solutions to reduce liabilities.
  • Preservation of operational and financial health.
Did You Know?

Delaying succession planning can lead to unnecessary burdens. Start early to protect your hard work.

Mergers & Acquisitions Consulting

Mergers and acquisitions present exciting growth opportunities, but navigating the complexities of these transactions requires expertise and precision. Heinzelman CPA Group provides comprehensive M&A consulting to guide you from initial planning to successful deal closure.

We partner with you to assess opportunities, conduct detailed financial analyses, and structure transactions that align with your strategic goals. Whether you’re buying, selling, or merging, we deliver insights and solutions that drive success.

Programs We Specialize In
  • Buy-Side Due Diligence: Evaluate financial health and risks of target businesses.
  • Sell-Side Preparation: Prepare for sale with robust financial analysis and documentation.
  • Transaction Structuring: Develop efficient deal structures to meet strategic objectives.

Benefits of M&A Services

  • Thorough due diligence to identify risks and opportunities.
  • Strategic guidance for favorable outcomes.
  • Tax-optimized structuring to reduce burdens.
Did You Know?

Poorly planned M&As can be costly. Trust Heinzelman CPA Group to guide you confidently through every step.

frequently asked question

Fractional CFO services provide businesses with access to high-level financial expertise on a part-time basis, offering strategic leadership without the cost of a full-time CFO. These services include financial planning, cash flow management, and performance analysis, helping businesses make informed decisions and drive growth.
Our fractional CFO services are customized to align with your business goals and challenges. We provide scalable support, from strategic financial oversight to detailed reporting, ensuring your business has the tools to succeed at any stage of growth.
Businesses benefit from fractional CFO services when navigating rapid growth, financial restructuring, or complex decision-making, or when they need strategic financial guidance but cannot justify the cost of a full-time CFO.
Business succession planning ensures a seamless transition of leadership or ownership when the time comes. It helps protect your business legacy, reduce tax burdens, and provide clarity to stakeholders, ensuring continuity and stability.
We work with you to create a tailored succession plan, including leadership development, ownership transfer strategies, and tax optimization. Our goal is to ensure a smooth transition while protecting your financial interests.
It’s never too early to start. Ideally, succession planning should begin years before a transition is expected, allowing time to prepare leadership, optimize financials, and address any legal or tax implications.
Our M&A consulting services include deal structuring, due diligence, valuation analysis, financial modeling, and post-transaction integration. We guide you through every stage of the process to maximize value and minimize risks.
We bring expertise in financial analysis, market research, and strategic planning to help you make informed decisions. Our data-driven approach ensures transactions align with your long-term business objectives.
Consult with Heinzelman CPA Group as early as possible to ensure strategic alignment and thorough preparation. From identifying potential opportunities to negotiating terms and managing integration, we provide valuable insights every step of the way.
Schedule a Consultation
Learn More About Tax Services
DON’T PROCRASTINATE

2026 Tax Day cometh

Days
Hrs
Min
Sec

Note: Business tax due dates are earlier for S corporations and partnerships. These business entities must have their returns filed by March 17, 2026. An S corporation files Form 1120-S while a partnership files Form 1065.

Growing Together, Planning Ahead
Growing Together, Planning Ahead




5819 Judaco Drive | Indianapolis, IN 46227 | 317-607-0285
Other Pages
Quick Links

© 2025 Heinzelman CPA Group, LLC. Designed by BrandingForHire. All rights reserved.