Services
- Home
- Services
Client Services
National and International Clients
Accounting Advisory Services
- Capital Market Readiness Is not just a rolodex/contact list, and a Google/LinkedIn search for VC/PE, Real Estate, and Business Financing. We help you understand a raise for the capital you need for the next stage of your vision. From financial readiness, presentation, and negotiation on equity/debt structures, our dog & pony show with you is only about your success.
- Complex Financial reporting issues, restatements, and process realignment
- Internal reporting needs
- External reporting needs
- Valuations that make sense
- Understanding significant accounting changes, implications, and opportunities
Business Transformation Services
We are not here to sell you IT/AI/Outsource services…We don’t sell you anything…
- We collaborate, research, and present opportunities for revenue growth; cutting expenses can only take you so far to profitability
- We create with you Stakeholders’ confidence
Another set of eyes on implementing MIS/CRMs/ERPS realizing value, solutions delivered, and orchestrating it across your enterprise is the only path to a successful technological transformation.
Compliance and Risk Governance Services
We learned and continue to learn from our clients the risks of doing business and not being compliant with national and international regulators, stakeholders, partners, vendors, and customers. We take real-world examples, research proposed solutions, and create sustainable framework solutions.
- Forensic services in areas of
- Anti-bribery and corruption
- Financial crimes
- Fraud & Misconduct
- Governance, Enterprise Risk, and Regulatory Compliance services for
- SOX compliance
- Enterprise Risk
- Regulation & Compliance – Healthcare
- Financial Services risk, regulatory, and compliance
- Automating regulatory and compliance risk management across business functions
- Capital Raise & Deal Advisory and Strategy
- Compliance and Corporate Structures with stakeholders
- Monitoring and reporting of capital-raised usage to stakeholders
- Reporting on market disruptions affecting capital raised to stakeholders
Tax Services
Tax services are not just the tax returns filed once a year for Federal and State purposes, but a constant analysis and insights into the changing landscape of your business and individual financial decisions. Your business and personal financial lives are not static, and neither are tax implications. Collaborative research and complying with complex regulations facing your tax situation help us with solutions, structures, and frameworks designed for you.
Annual U.S. Federal and State Tax Planning, Preparation, and Filing
- Personal
- Business
- Trusts
- Non-Profits
- Civic Organizations
- Clubs
U.S. State Sales Tax
- Compliance across the State(s) you operate in.
- Cost-effective automation for single and multiple reporting requirements
Business Structure and Setup Services
- Initial formations
- Multiple locations nationally and internationally
- Non-profit formation services
- In the USA
- With international offices and affiliates
VAT Services
- Reporting compliance on intercompany transactions with its wholly owned subsidiaries
Tax policy, legislation, and controversy
- Researching the major challenges to current and proposed legislation has on operating across multiple jurisdictions
- Researching the effects of political change across national and international arenas
- Feasibility solutions to your tax disputes
Tax implication on Merger and Acquisitions
- U.S. Based
- U.S. Based with International Offices
- International Based with U.S. Offices
Tax Advisory and Planning
Our Tax Advisory and Planning service offers strategic solutions to navigate the complexities of taxation for businesses, nonprofits, and individuals. With meticulous analysis and expert guidance, we optimize tax liabilities and maximize savings. From comprehensive tax planning to efficient compliance strategies, we ensure our clients remain compliant while capitalizing on opportunities to minimize tax burdens and achieve financial goals.
Compliance and Risk Management
Our Compliance and Risk Management service provides comprehensive solutions to ensure regulatory adherence and mitigate potential threats. From SOX compliance to high-risk sector regulations, we offer expert guidance and strategic planning. Our meticulous approach identifies vulnerabilities and implements robust risk mitigation strategies, safeguarding your organization and enhancing operational resilience in today’s dynamic business landscape.
CFO Advisory Services
Elevate your financial strategy with our CFO Advisory Services. Our seasoned experts provide interim CFO solutions, offering strategic guidance and financial leadership. From financial structuring to budget optimization, we tailor our services to meet your unique needs, empowering you to make informed decisions and drive business growth. Partner with us to unlock your company’s full potential and achieve financial excellence.
Financial Analysis and Reporting
Gain valuable insights with our Financial Analysis and Reporting service. We conduct in-depth analysis to identify key trends, opportunities, and risks in your financial data. Our customized reporting ensures clear and concise presentation of information, empowering informed decision-making. Whether for internal management or external stakeholders, trust us to deliver accurate, actionable insights that drive your business forward with confidence and clarity.
Financial Training and Education
Empower your team with our Financial Training and Education service. We offer customized programs to enhance financial literacy and proficiency within your organization. From basic budgeting to advanced financial analysis, our workshops and seminars cover a wide range of topics tailored to your specific needs. Invest in your team’s skills and knowledge to drive success and achieve your business goals.
Client Portal and Document Management
Streamline your workflow with our Client Portal and Document Management service. Our secure portal offers convenient access to important documents and communication channels, enhancing collaboration and efficiency. With advanced document management features, you can organize, share, and retrieve files effortlessly. Trust us to provide a user-friendly solution that simplifies document handling and strengthens client relationships, all while ensuring data security.
Client Services
Advisory Services National and International Clients
Accounting Advisory Services
- Capital Market Readiness Is not just a rolodex/contact list, and a Google/LinkedIn search for VC/PE, Real Estate, and Business Financing. We help you understand a raise for the capital you need for the next stage of your vision. From financial readiness, presentation, and negotiation on equity/debt structures, our dog & pony show with you is only about your success.
- Complex Financial reporting issues, restatements, and process realignment
- Internal reporting needs
- External reporting needs
- Valuations that make sense
- Understanding significant accounting changes, implications, and opportunities
Business Transformation Services
- We collaborate, research, and present opportunities for revenue growth; cutting expenses can only take you so far to profitability.
- We create with you, Stakeholders’ confidence.
Compliance and Risk Governance Services
We learned and continue to learn from our clients the risks of doing business and not being compliant with national and international regulators, stakeholders, partners, vendors, and customers. We take real-world examples, research proposed solutions, and create sustainable framework solutions.
- Forensic services in areas of
- Anti-bribery and corruption.
- Financial crimes.
- Fraud & Misconduct.
- Governance, Enterprise Risk, and Regulatory Compliance services for
- SOX compliance.
- Enterprise Risk.
- Regulation & Compliance – Healthcare.
- Financial Services risk, regulatory, and compliance.
- Automating regulatory and compliance risk management across business functions.
- Capital Raise & Deal Advisory and Strategy
- Compliance and Corporate Structures with stakeholders.
- Monitoring and reporting of capital-raised usage to stakeholders.
- Reporting on market disruptions affecting capital raised to stakeholders.
Tax Services
- Annual U.S. Federal and State Tax Planning, Preparation, and Filing
- Personal
- Business
- Trusts
- Non-Profits
- Civic Organizations
- Clubs
- S. State Sales Tax
- Compliance across the State(s) you operate in.
- Cost-effective automation for single and multiple reporting requirements.
- Business Structure and Setup Services
- Initial formations
- Multiple locations nationally and internationally
- Non-profit formation services in the U.S. Treasury and State Regulators
- with international offices and affiliates
- VAT Services
- Reporting compliance on intercompany transactions with its wholly owned subsidiaries.
- Tax policy, legislation, and controversy
- Researching the major challenges to current and proposed legislation has on operating across multiple jurisdictions.
- Researching the effects of political change across national and international arenas.
- Feasibility solutions to your tax disputes
- Tax implication on Merger and Acquisitions
- S Based
- S. Based with International Offices
- International Based with U.S. Offices
