Our Services

Accounting & Tax Services

  • Bank and Credit Card Account Reconciliation

  • Monthly Accounting

  • Monthly Profit and Loss Statements

  • Bank-Ready Financial Statements

We provide accounting and tax services specially designed for small and medium sized businesses. Our services include:

  • Tax Consulting and Advisory

  • Filing State and Federal Tax Returns

  • Payroll Processing

  • SBA and Bank Loan Application Support

IRS & State Tax Problem Resolution

We help business and individuals resolve their ongoing tax problems. We can help with:

  • Tax Negotiation and Settlement

  • Unfiled Tax Returns

  • Wage Garnishments

  • Tax Leins and Levies

  • Penalty Abatements

  • Innocent Spouse Relief

  • Offer in Compromise

  • IRS Audit Support

  • Payroll Processing

Advisory Services

Finance Transformation

We specialize in solving the most complex problems pressing large public entities and PE-Backed firms. Our specialty incudes:

  • Financial Planning and Analysis

  • Monthly Management Reporting

  • Pro-forma financial information

  • Forecasting and Budgeting

  • Financial Modeling

  • Cash Flow Forecasting and Analysis

  • Large Data Set Manipulation and Clean Up

  • KPI Development and Dashboarding

  • Variance Analysis

  • External Audit Support

Software expertise includes: Excel, Access, COGNOS, Hyperion, Power BI, Power Pivot, Python (openpyxl, pandas)

Technical Accounting

Our background includes deep understanding of US GAAP and SEC regulations. Our specialty includes:

  • Revenue Recognition (ASC 606)

  • Lease Accounting (ASC 842)

  • IFRS

  • Restatements

  • Consolidation

  • Form 10-K and 10-Q Preparation

  • US GAAP Indirect Cash Flow Statement

  • Research and Documentation

  • Audit Preparedness

M&A Transaction Support

We can provide financial expertise support for major transactions. Our specialty includes:

  • Cash to Accrual Accounting Conversion

  • Quality of Earnings Reporting and Analysis

  • Opening Balance Sheet Preparation

  • Purchase Accounting

  • Buy-Side Due Diligence

  • Sell-Side Due Diligence

  • External Audit Support