Services

Our membership association has been working with AMLB over the past year and I would highly recommend them. Moez partnered with me to enhance the quality of our cash flow forecasts which are reported to a Board committee and introduced cloud-based tools to deliver real-time scenario planning which was critical for us to make program decisions, especially during the pandemic. Their team is friendly, collaborative and proactive, which just leads to a great client experience. Their partners bring extensive “big firm” financial leadership experience yet offer a small firm feel – we’re so glad to have found them!

My organization reached out to AMLB to improve our cash flow and budgeting processes, and wow, what a difference six months has made. The results have exceeded my expectations! They took the time upfront to understand our strategy, key stakeholders and processes then dug deep to figure out root causes of the key issues we were facing. They implemented a few cloud-based tools that reduced manual data entry and trained the team to ensure these changes were sustainable. The AMLB team is consistently there for us – any time I have suggested even minor improvements, they have been great about adapting to make my life that much easier. We now have much more timely and accurate reporting than ever before. I have already recommended AMLB to other business leaders and will continue to do so!

AMLB helped me understand the tax implications of an employee and self-employed individual. They put together a plan that was simple and easy to understand and provided a path to lowering my taxes.

AMLB developed a financial plan for me clearly illustrating my earnings, savings, and investing needs. A flexible plan to meet my early retirement goals while giving me options to leave a legacy for my family.

AMLB came in and made an impact right away. They worked collaboratively with our management team and Audit Committee to address the challenges we were facing and made an immediate impact. We now see them as our go-to finance partner and lean on them exclusively for strategic support and financial analysis. If you are looking for support with strategic and operational planning, budgeting, financial reporting or need advice on your financial processes, I would highly recommend that you consider AMLB to support your business.

Our non-profit has been working closely with AMLB for the last seven months and I’d highly recommend them. Moez suggested to us, given numerous dependencies between departments in my organization, that cloud software would make collaboration on financial reporting a lot simpler and explained why – to reduce version issues and to allow us to run various scenarios in real-time. Moez and his team made the transition process easy, by training us and being very responsive in addressing all our questions. This has all paid off even more during the pandemic when we’ve all had to work remotely as we’ve been able to quickly develop various income and cash flow scenarios, make better decisions and explain them clearly to the Board. If you want a team that is great at what they do and truly cares about your and your company’s wellbeing, you simply need to bring in AMLB.

The team at AMLB took the time to listen and understand what we needed, and then provided us with personal tax planning advice that opened our eyes to possibilities we had not previously considered. As importantly, they are easy to communicate with as they use modern tools – i.e. Zoom, Whatsapp and cloud-based software – to collaborate with clients, and respond to all emails and calls promptly (usually within 24 hours). I would highly recommend Moez and his team.