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Advisory services

Advisory services

Harshwal’s advisory division provides insightful and dependable services that can help navigate the growing financial, operational, and strategic challenges facing corporations, non-profit organizations, and Tribes and their organizations. Our experience in a wide variety of organizations and our financial and technology expertise provide our clients with solutions that can truly help those who reach out to us to not only address their needs but strengthen their operational and strategic positioning in the process.

At HALLC, we act as your trusted advisor by offering clear directions, simplifying long processes, and providing practical support whenever that is needed. Our advisory services include everything from financial planning and tax strategy to budgeting and managing risk to helping you analyze your cybersecurity posture so that you are better able to avoid disastrous vulnerabilities.

We are here to help our clients understand their finances, avoid mistakes and strategically plan through smart and informed decision-making for a more successful future. If you want to grow your organization and stay on top of all compliance requirements, we’re here to help.

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What we offer ?

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Financial planning and analysis

We help you understand where your money is going and how to make it work better

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Technology and advisory

We help you with the implementation of tools that help automate routine tasks, improve accuracy, and strengthen cybersecurity protocols and processes

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Grant and fund advisory

Support in the management, tracking, and reporting of grant funds in full compliance with funding requirements

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Risk and compliance support

Help you protect your organization with better policies, controls, and risk assessments, stay compliant, and reduce fraud and penalty exposure

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Strategic business advisory

Help you plan and implement strategies to improve your organization, standing by your side to help you attain your goals with strategic insights

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Financial review

Detailed review of financial records, highlighting inaccuracies or opportunities

Scope of work

Harshwal’s advisory services are flexible and tailored to meet the needs of each client. We develop a unique plan that works for your organization after understanding your goals, operations, challenges, and pain points. Our advisors guide you every step if you need continuous support or need help with a one-time project. We take a collaborative approach to maintain open communication and offer insights throughout the engagement.

Our experience team helps you with strategic planning, budget optimization and offer grant management advisory. We strengthen your internal control systems, recommend process improvements all to help you achieve your goals.

We at Harshwal Advisory LLC work with various industries, including tribal governments, governmental units, nonprofits, and grant-funded organizations. Our aim is to provide the same level of attention and commitment to helping you succeed regardless of the size of your organization.

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Frequently asked questions

Do you help provide ongoing and project-based support?

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Yes, our services can be tailored for ongoing or project-based support.

How can your advisory services help with compliance?

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We assist with risk assessments and internal controls and stay aligned with regulatory requirements.

Can you help with technology implementation and automation?

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Yes, we guide you through selecting and integrating tools to streamline operations.

Do you offer support with grant funds management?

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Yes, we help ensure your grant funds are tracked, reported, and used in full compliance. We can also help you automate indirect cost management, improve communications between grant managers and the finance department, and even help automate reporting grant activities back to the funding agency.

How do you align your advice with our organization’s mission?

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We understand your goals and customize our recommendations accordingly.

What kind of technology tools do you help implement?

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We support tools that automate accounting, reporting, and compliance tracking.

How do you communicate during an advisory engagement?

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We maintain regular communication, offering updates, insights, and clear next steps.

Have Any Query?
Connect With Us!

[email protected]

(858) 605-6405

Southern California 11405 W. Bernardo CT, Suite A, San Diego, CA 92127

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