Business consulting

We provide a variety of business consulting services ranging from getting your business started to maximizing your business’s potential, increasing operational efficiency and reducing costs. These services include: 

• New business formation consulting, evaluation and set-up
• Draft operational and financial policies and procedures
• Business process design
• Evaluation of current business processes for operational effectiveness and efficiency
• Recommendations for improvement and streamlining of business processes and systems
• Project management
• Business turnaround and change management assistance
• Mergers and acquisitions - due diligence reviews, examination of seller’s financial records and tax returns

Tax preparation & planning

We provide personal, customized service in the preparation of your individual or business federal, state and local tax returns. Ours services include:

• Tax planning & consulting
• Individual tax returns
• Registered domestic partners & same-sex married couples
• Business tax returns
• Amended & late returns
• IRS audit representation
• Authorized IRS e-file provider

Business management (accounting & bookkeeping)

We provide a wide range of general accounting and bookkeeping services to help your company maintain well-organized financial records and ensure your business operates more efficiently on a day-to-day basis. Our services include:

• General ledger and subsidiary ledger maintenance
• Accounts payable management and bill payment
• Customer invoicing and cash receipts
• Payable and receivable tracking and analysis
• Bank statement reconciliations
• General ledger account reconciliations and analysis
• Generation of balance sheets, income statements and other financial reports
• Budget preparation and monitoring
• Budget vs. actual analysis and reporting

Personal financial planning

As trusted advisors we work with our clients to develop a customized plan to secure a strong financial foundation. Our services include:

• Financial coaching
• Personal financial statements & analysis
• Cash management (budgeting, cost controls & debt management)
• Risk management
• Income tax planning
• Retirement planning
• Estate planning
• Special needs

Licensing/royalty audits (contract compliance)

We perform royalty reviews of licensees on behalf of our clients to recover lost revenue and verify licensee’s compliance with the terms of the licensing agreement. We have led domestic and international licensing audits with recoveries exceeding $14 million.  Whether you are looking to start a licensee audit program or supplement your present licensing audit program, we can provide the following services to assist you:

• Perform an in-depth analysis to identify areas of unpaid royalties
• Evaluate royalty payments to identify payment or calculation errors
• Provide recommendations to help prevent future losses
• Assist in the negotiation and settlement of underreported royalties
• Issue a comprehensive, detailed report of the audit findings
• Recommend improvements to the contract language

Internal audit & risk management

We offer a full spectrum of services to compliment or enhance your existing Internal Audit function. We have worked with a number of companies ranging from Fortune 1000 to small public companies and private companies to either establish a world-class Internal Audit function or transform existing functions. Some of the services we provide include:

• Establish an Internal Audit function
• Develop audit methodology and manuals, internal audit charter and audit committee charter
• Perform risk assessments and develop audit plans
• Plan, manage and conduct internal audit projects
• Provide technical guidance and on-site leadership
• Conduct process and organizational re-engineering and streamlining
• Evaluate business processes for operational effectiveness, efficiency and cost reductions
• Develop specific recommendations for appropriate system enhancements, and modifications of existing operational practices, policies and/or procedures.
• Benchmarking
• Provide training to staff members
• Conduct quality assurance reviews

Sarbanes-Oxley compliance

We specialize in taking a top-down, risk-based approach to practically and cost-effectively implement the requirements of Section 404 of the 2002 Sarbanes-Oxley Act (SOX). Our compliance efforts are tailored to meet the budgetary and business needs of our clients. We provide assistance in all aspects of the SOX compliance process including:

• Establish a comprehensive SOX compliance program
• Streamline an existing SOX compliance program/function
• Serve as SOX Project Manager
• Provide training on SOX requirements and processes
• Develop the SOX scope, plan, approach, timelines and deliverables
• Identify and rationalize financial risks and related key and entity-level controls
• Develop required documentation or streamline existing documentation
• Design an internal control testing strategy and testing plans
• Evaluate and test control design and operating effectiveness
• Identify process, system and internal control improvements
• Conduct quality assurance reviews
• Monitor the timely remediation of controls failures and weaknesses
• Prepare and present periodic report to Executive Management and the Audit Committee

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Information technology (IT) security & controls

We offer a variety of services to help our clients strengthen their IT control environment, as well as protect their critical data and operations. Our services include:

• Assessment of current IT policies and procedures
• Conduct IT risk assessment
• Evaluate and test application controls
• Evaluate and test general computer controls and physical security
• IT SOX consulting and assistance
• Conduct system pre/post-implementation reviews (in accordance with a standard system development life cycle program)
• Provide assistance with system implementations
• Review of recovery or contingency plans