What We Do

Today’s executives and managers face pressure to excel from a wide range of stakeholders. We understand this and accordingly set and meet high expectations in solution areas we know are important to our clients.

OUR SERVICES

  • TAX PLANNING AND COMPLIANCE

    Federal, state, local and international tax services for businesses, individuals, families and fiduciaries.

  • AUDIT AND ASSURANCE

    Audits, reviews, compilations and other types of assurance services for privately-held, publicly-traded and nonprofit entities.

  • PUBLIC COMPANY SERVICES

    Audit, tax and specialty accounting advisory services ideally suited for small public companies.

  • TECHNICAL ACCOUNTING ADVISORY

    Support for audit, GAAP and IFRS-related issues including revenue recognition, tax provisions, compensation accounting and more.

  • TRANSACTION SERVICES

    A full range of advisory services addressing financial and non-financial matters that arise before, during and after a transaction.

  • VALUATION

    Valuations for tax reporting and planning, GAAP (Fair Value) reporting, litigation support and general business advisory.

  • LITIGATION SUPPORT

    Intuitive financial insight that plays a key role in assessing legal options and facilitating litigation strategy development.

  • FRAUD AND FORENSIC ACCOUNTING

    Investigative services in cases where fraud, embezzlement and/or financial misappropriation is suspected.

  • BUSINESS PERFORMANCE ENHANCEMENT

    Problem solving and process optimization for more efficient business processes and more reliable returns for businesses.

  • SARBANES-OXLEY (SOX) COMPLIANCE

    Solutions for achieving, testing and maintaining SOX compliance as well as pre-IPO SOX planning and compliance strategy.

  • INTERNAL CONTROLS

    Services designed to strengthen operations and controls, mitigate and manage risk and comply with governance principles and regulations.

  • IT ADVISORY

    Solutions for key IT initiatives, support for infrastructure management and development of custom business applications.

  • EQUITY COMPENSATION

    Comprehensive technical advisory for the design and implementation of equity compensation plans.

  • WEALTH MANAGEMENT

    A broad suite of services to assist individuals and families in building, preserving and managing their wealth.

  • INSTITUTIONAL CONSULTING

    Advisory services to help plan sponsors understand and effectively manage their organization’s retirement plan.

  • PROFESSIONAL STAFFING

    Complete recruitment management solutions including perm, temp and contract placements for Accounting, Finance, Business and IT.

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