Ask The Advisor: VonLehman

Business Worksheets
Minority Certification Descriptions
Certification is a review process designed to ensure that a small business that is applying for any specific certification is actually owned, operated and controlled by the applicants.  |  Document Download the Minority Certification Descriptions Overview Sheet (pdf) (54.3KB)
Minority Certification Questionnaire
Many businesses can benefit from pursuing and securing a minority certification.  |  Document Download Minority Certification Questionnaire (pdf) (28.3KB)
Using You Business' Financial Documents To Drive Success
Your financial documents hold critical information that can be used to drive success.   |  Document Download Financial Documents Worksheet (30.4KB)
Knowing Your Situation
Most businesses know when they are profitable, growing, and on solid financial footing. When businesses start a downturn, they sometimes don't assess their situation immediately.  |  Document Download The Know Your Situation Worksheet (112.9KB)
Selling My Business - How Do I Prepare?
Considering the sale of your business is a dificult decision, but one that the advisors at VonLehman have assisted clients with since 1946.  |  Document Download Worksheet #2: Selling My Business (34.8KB)
Value
Value is a term that is often used, but seldom defined in many organizations.  |  Document Download Worksheet #1: Value (30.3KB)
Frequently Asked Questions

At VonLehman and through www.vlcpa.com, we provide answers, along with practical, forward thinking and strategic solutions for a diverse group of individuals and organizations throughout our regional business community. As a regional business driven by an unmatched dedication to our community, we’ve led our region through many economic conditions since 1946. As CPAs, tax and business advisors, operational strategists, turnaround experts, community leaders and – just as importantly -- your neighbors & friends, we welcome your questions, any time. Just call or email.

VonLehman’s dedication is broad and deep -- our teams work with leading private businesses, driving our economy forward. Our teams support not-for-profit organizations and their missions, driving improvement and compassion throughout our neighborhoods. VonLehman advisory teams provide governmental agencies the expertise & tools needed to build better communities. At VonLehman, solutions are a phone call or an email away. We look forward to the potential of providing you with solutions. Here are some questions we hear often, and their answers.

When and where was VonLehman founded?
Joe VonLehman Sr.’s first one-man accounting and tax services office was in the Covington Trust Building in Covington, Kentucky.
What organizations does VonLehman typically serve?
As a CPA and Business Advisory Firm, VonLehman provides accounting, business turnaround and other financial advisory services to a wide array of organizations.
What services does VonLehman offer?
VonLehman is a long-standing regional leader in providing tax and business advisory services.
For individual tax purposes, how long do I need to keep my data?
Although every situation is unique and one should speak directly to an advisor, the standard is to maintain all data for AT LEAST seven to ten years.
How do I get the most out of my company, without burdening my successor(s), as I transition ownership/operations to the next generation?
There are many issues to consider when the time comes to sell your business.
How do I know when I (or a member of my leadership team) should contact VonLehman?
Every situation is unique, but our advisors can assist in wide variety of scenarios rapid growth, management transition, and much more.
Firm Profile
Who Is VonLehman?
Founded in 1946, VonLehman is a forward- thinking CPA and advisory firm that deftly guides closely held businesses, not-for-profits, and govermental entities through the rough terrain of an ever-changing landscape. Our firm is currently the eighth largest CPA and Business Advisory Firm in the Tri-State region, one of the Cincinnati Enquirer’s ‘Top Workplaces’ and one of United Way’s ‘Live United 100.’ Our growth is attributed to our dedication to clients, our employees and a long-standing commitment to the Cincinnati/Northern Kentucky Community.


Resources

VonLehman works diligently to provide our clients and community with timely information and useful tools on a consistent basis. Please click on the links below to access the tools most relevant to you. Please feel free to Contact Us at any time to suggest additional resources that you may find helpful.

Women-owned Business Certification

Contact us for special assistance in becoming nationally certified as a Women Business Enterprise (WBE).

Calculators

VonLehman provides several easy-to-use online calculators to help clients solve common financial problems.

Links

Learn more about the professional and community organizations that keep VonLehman advisors informed, engaged and active.

 

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