Services
BUSINESS, CONSULTING AND ADVISORY SERVICES
- CEO / CFO Level Services
- Project or Issue Specific
- Interim / Short Term, or Long Term
- Executive Vision and Implementation
- Coordinate and Navigate:
- External Professional relationships and activities
- Employee relationships and development
- Achievement of Specific activites or results
- Business Plans
- New or Revised Business Plans
- Strategic Planning
- Merger / Acquisition / Sell / Value Assistance and Analysis
- Growth / Expansion / Acquisition strategies
- Partner Addition or Exit Strategies
- Market Analysis / Opportunities and Threat Strategies
- Identifying and maximizing strengths, eliminting weaknesses
- Identifying opportunities and threats, and implementing plans and strategies to execute and capitalize
- Turnaround Services
- Unique Circumstances required advanced and integrated thinking
- Strategy changes and implementation
- Troubled or complex challenges
- Cost Analysis and Streamling
- Forecasts and Projections
- Financing / Debt Restructuring
- Financing / Equity Packages for:
- Bank financing / refinancing
- Investment / Equity / Capital solicitation or consideration
- Financing / Equity Packages for:
- International Business and Tax Services
- Navigating international business activities and structures
- Reporting and Compliance Considerations
- Estate Tax Services
- Planning / Service for High Wealth Individuals
- International Estate Considerations
- Various Other General Business and Consulting Services
ACCOUNTING SERVICES
- Financial Statements
- CFO Outsourcing
- Year End Accounting Services
- Monthly Accounting / General Ledger Services
- Payroll and Payroll Tax Services
- Sales Tax Services
TAXATION
- C-Corporations and S-Corporations
- Limited Liability Entities and Partnerships
- Personal Tax Services for Owners
- International / Multi-State Tax Services and Planning
- Estate and Trust Tax Services and Planning for High Wealth
- Tax and Intergrated Planning