Accounting

• Onsite assistance with client accounting staff - training and coaching 
• Financial Statement Analysis, including budgeting and financial report design
• Financial software implementation and consulting
• Design and setup of financial control systems
• Compliance auditing for special-purpose projects 
• Affiliation with Greg Porter, CPA, offering traditional attest services   

Finance

• Budgeting and Variance Analysis
• Due Diligence for deals, mergers and acquisitions
• Assistance with obtaining debt financing and bond underwriting
• Provide assistance with raising capital from a variety of sources 
• Asset acquisition planning
• Scenario analysis

Taxation

• Preparation - Corporate, Partnership, Nonprofit, Trusts, Individual, Payroll and Special purpose
• Planning – Ongoing Maintenance, Transactional.   $2MM+ in tax savings to clients ( 6-yr period )
• Compliance with multiple jurisdictions: Local, state, federal and international
• Defense - Both pro-active and reactive strategies, as appropriate
• Examination – Client representation
• Special Cases – Bankruptcy, Receiverships, Estates
• Entity selection and structuring