Our Services

Maintaining financial integrity, adhering to regulations, and proactively managing risk are paramount in today’s dynamic environment. Our services include:

• Financial Statement Audit & Regulatory Compliance: Ensuring the accuracy and reliability of your financial statements and helping you navigate complex regulatory requirements (including SOX Compliance).
• Internal Audit & Risk Advisory: Enhancing your internal controls, assessing enterprise-wide risks, and advising on crucial areas like cybersecurity & information security.
• Employee Benefit Plan Audit & Consulting: Specialized audits and consulting for your employee benefit plans.

Optimizing your financial operations, streamlining processes, and boosting overall profitability are essential for sustainable success. We help you achieve this through:

• Outsourced Accounting & CFO/Controller Services: Providing high-level financial leadership and efficient management of your day-to-day accounting functions.

• Financial Performance Analysis & Modeling: In-depth analysis of your financial data to identify efficiencies, improve cash flow, and enhance profitability.

• Technical Accounting Advisory: Guiding you through complex accounting standards (e.g., Lease Accounting, Stock-based Compensation) and ensuring accurate financial reporting.

Minimizing tax liabilities and maximizing your financial prosperity requires sophisticated, forward-thinking strategies.

• Corporate & Individual Tax Planning: Proactive strategies to optimize your tax position, manage Tax Accounting & Provisions, and navigate complex tax scenarios for businesses and individuals.
• Specialized Tax Credits: Identifying and securing valuable tax credits such as R&D Tax Credits and Section 179D Energy Efficiency Tax Credits.
• State & Local Tax (SALT): Expert guidance through the complexities of multi-state and local tax regulations.
• Family Office Services: Integrated financial and administrative services for high-net-worth individuals and families, encompassing wealth advisory and comprehensive financial planning.

Whether you’re scaling your business, considering an acquisition, or planning for the future, we provide the expertise to guide you through significant milestones and value creation.

• Mergers & Acquisitions: From due diligence (including Quality of Earnings) and transaction advisory to post-deal integration, we support every stage of your M&A activities.
• Business Valuation: Accurate valuations for strategic planning, financial reporting, succession planning, and transactional purposes.
• Corporate Finance & Strategic Planning: Advising on capital structure, financing strategies, and developing clear roadmaps for long-term business growth.