Special: Bankruptcy and agreed upon procedures audits
Financial Statement Preparation: Unaudited, Compilations and Reviews for all industries and businesses (sole proprietors, LLCs, Partnerships and Corporations)
CFO Services: We provide sophisticated business concepts for management to consider
Outsource: We can be your entire accounting department
Competence: Our CPAs provide monthly accountings that accurately reflect your company’s operations on a timely basis that will lower costs of annual tax filings
Financials: We assist with monthly preparation of in-house financial statements
Compliance: We prepare state and local monthly and/or quarterly filings
Estate and Tax Planning: Certain Estate Plans and gift Tax Returns require that a business valuation be performed using methods prescribed by the IRS
M&As: Before and during many business mergers and acquisitions, business valuations will be performed to help determine purchase prices, contract terms, allocations and overall strategy.
Litigation: Quite often the value of a business is a much-debated issue during litigation. Business valuations help to determine equitable resolutions
GAAP: FAS 141 and 142 require, at various times, the application of modern valuation to measure impairment of intangible assets
Specialists: Our valuation staff consists of advanced certifications with CVA designations
Statistics: Did you know losses to fraud are estimated to be 5% of your gross revenues? (Source: ACFE sm 2018 Report to the Nations on Occupational Fraud and Abuse).
Psychology: Opportunity, Motivation, and Rationalization are key elements to fraud
Training:
Evaluate existing internal controls
Design customized internal control procedures
Implementation, maintenance and periodic testing of controls
Investigation: Red flags and other evidence of fraud
Specialists: Our fraud unit consists of staff with advanced certifications CFF and CFE designations