Services
What We Do
Small Business Start-up Consulting Services
Small Business Start-up
Consulting Services
We provide a one-stop solution to help you get your business off the ground right the first time. Here are some ways in which we can help:
- Market feasibility study
- Business plan
- Entity formation
- Tax registrations and elections
- Chart of accounts design
- Corporate handbooks
- Start-up Bookkeeping
- Financial projections and cash flow
- Business coaching
- Staff augmentation and training
What We Do
Accounting Services
Accounting and
Bookkeeping Services
We provide client directed onsite and remote accounting and tax compliance consulting services such as bookkeeping, tax form preparation services, preparation of account reconciliations, transaction analyses, financial statement preparation services, technical accounting research, and general business education services to enable you and your team to focus on growing your business. Here are some ways in which we can help:
- QuickBooks Online
- Full or partial bookkeeping services
- General ledger reconstruction services
- Account reconciliations
- Transaction analyses
- Technical accounting research and position memos
- Staff training
General Ledger Reconstruction Services
Were your financial records lost, destroyed, corrupted or maintained by someone that doesn’t understand accounting?
- We provide general ledger reconstruction services to determine your current account balances.
- We reconstruct your accounting records by analyzing your business financial transactions
- Other relevant agreements that affect your accounting and tax records
- Provide monthly bookkeeping services to ensure you stay on track going forward
- Or provide technical accounting assistance to your existing accounting team
Forensic Accounting and Litigation Support Services
Do you have concerns about your management team, contract disputes, employee misconduct or marital dissolution?
- We combine our extensive accounting knowledge with our trained investigative skills to address your forensic business or family law dispute matters
- When we conduct a forensic investigation our team will work with you or your legal team to establish investigation objectives and theories
- Conduct interviews
- Analyze the evidence obtained
- Gather data from several source
- Analyze the evidence obtained
- Summarize our findings and recommendations in writing for your review
What We Do
Accounting and Tax Compliance Services
Compliance Services
We provide comprehensive business compliance services that are delivered by CPAs, former C-level executives, and industry professionals with more than 25 years of experience. Let us help you take the pain our of managing your business compliance needs and show you how to use your existing systems to be compliant. Here are some ways in which we can help:
- Bookkeeping and accounting
- Compilations and reviews
- Financial statement preparation
- Audit readiness
- Controls & risk advisory
- Technical accounting analyses
- Tax planning & compliance
- State and local income tax analysis
What We Do
Consulting Services
Consulting Services
We provide comprehensive business consulting services that are delivered by former c-level executives who have been where you are now, and they can provide the advice and hands-on assistance to help move your business forward. Here are some ways in which we can help:
- Controls and Risk Advisory Support Services
- Business Disaster & Succession Planning Services
- Corporate Governance & Best Practices
- Executive Coaching Plus™
- Continuing Education
- Partner Services
- General Ledger Reconstruction Services
- Litigation Support Services
What We Do
Family Office Services
Family Office Services
We understand the complex operational challenges that today’s family office faces in the areas of investment performance management and reporting, foundations and charitable giving, wealth transfers, estate tax and personal services provided to trustees and beneficiaries. Here are some ways in which we can help:
- Fractional executive services
- Advisor performance reporting
- Corporate trustee planning
- Alternative investment reporting
- Private foundation governance
- Charitable giving plans
- Wealth and estate planning
- Family office education
Our Success
Our consulting team speaks your language and understands your challenges as they have been in your shoes before.
What We Do
Business Consulting Services
Controls and Risk Advisory
Support Services
Do you know if your business has gaps in its internal controls and how to resolve those gaps to save your business from fraud and waste?
- Let us help you assess your internal control gaps using our proprietary ControlsNow™ solution.
- Our solution incorporates 20+ years of internal controls expertise to design your internal controls program to take the sting out of complying with Sarbanes-Oxley or to strengthen internal controls of your private business to protect your assets.
Business Disaster & Succession Planning Services
Are you about business survival during the next disaster or how to transition your business to the next generation?
- Let us help you work through your formal disaster and/or succession plan.
- We utilize a structured framework to identify key areas of risk that affect your business cash flows
- Ability to respond to a disaster or unexpected succession event and capital structure options.
- Reporting deliverable outlines each key risk identified, your current readiness, recommended actions to address unmitigated risks and recommended next steps.
Corporate Governance
& Best Practices
Are you up to speed on changes in your industry, laws and regulations?
- Complying with an exponentially growing list of internal and external compliance requirement can be a daunting task that can drain precious time from owners and executives
- Our professionals can provide practical advice on best practices to design an efficient and effective corporate governance structure, policies and procedures that enables your organization to scale and growth.
Executive Coaching Plus™
Do you have the executive level support to run your growing business?
- We can provide you with an experienced executive business coach or mentor that will work with you directly to build a professional development plan
- Provide you with one-on-one advice and a framework that you can use to solve your business challenges
- Our consultants are former c-level executives that had held a diverse array of roles with start-ups and large multinational corporations
- More importantly they understand the full business cycle
- Let us leverage our real world experience to help you grow your business.
Continuing Education
Are you committed to developing your people by providing access to high quality continuing education, mentoring and hands-on training?
- Providing relevant and actionable training is difficult in a small business setting.
- We provide practical hands-on training in a number of areas including accounting,
- tax, audit, SEC reporting, internal controls,
- data analytics, business strategy, marketing,
- Practical tips on getting the most out of general ledger and office productivity applications.
Partner Services
Are you thinking about raising capital through a private placement, Regulation A/D offering or 3(A)(10) financing?
- Let us help you explore your options to raise capital to fund growth or an acquisition.
- We collaborate with our law firm affiliate Eilers Law Group
- To deliver a complete solution that is led by an experienced SEC attorney
- Preparation services include locating a public vehicle if required
- Preparing your filing
- Preparing your filing
- Assistance responding to questions about your filing
- Providing post-support accounting and compliance services