Financial Reporting and Attestation Services

We believe that knowledge is power. Through our financial reporting and attestation services, we transform your figures into timely and accurate reports. In doing so, we help you make better decisions about spearheading tactical initiatives, extending credit, or making an investment. We provide a wide range of solutions including:

  • Audits, Reviews, and Compilations
  • Compliance and Collateral Audits
  • Pension Plan and ERISA Audits
  • Due Diligence on Buy/Sells
  • Budget Preparation and Analysis
  • Agreed-Upon Procedures Engagements
  • Internal Controls Studies
  • Cash Flow Forecasts and Projections
  • Investment and Capital Expenditure Analysis

Tax Preparation and Consulting Services

When it comes to tax planning and preparation, you need an advisor you can trust. With a proactive and strategic approach, we give you the tools to support your overall financial objectives while creating new ways to minimize your tax liability. Our services include:

Corporate and Business Tax Solutions

  • Planning and preparation
  • Tax minimization strategies
  • Entity structure selection
  • Mergers and acquisitions analysis
  • Executive compensation planning
  • Restructuring and reorganization planning
  • Buy/sell analysis
  • Liquidation and dissolutions
  • Capital investment planning
  • International taxation and transfer pricing

Personal Tax Services

  • Planning and Preparation
  • Tax Minimization Strategies
  • Tax Projections
  • Regulatory Audit Representation
  • Tax Implications of Financial Decisions

Operational Consulting

Improving revenues, increasing efficiencies, and managing your capital keeping the profits you earn: That’s what we do at our firm and what business management advisory services are all about. If you’ve got a problem, we’ve got the team to solve it. We’ll work with you to identify, design, and implement high-value changes in your strategies to drive bottom-line results. Our services include:

  • Management Coaching
  • Regulatory Compliance
  • Strategic Business Planning
  • Cash-Flow Analysis
  • Budget Development
  • Accounting and Reporting System Design
  • Policies and Procedures Analysis
  • Merger and Acquisitions Analysis
  • Temporary CFO/Controller Services
  • Forensic Accounting
  • Organizational Structure Analysis and Development