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

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 have substantial domestic and international experience conducting licensing and contract compliance audits across a broad range of industries with recoveries exceeding tens of millions of dollars.  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:

• Tailored services to fit your business needs
• In-depth analysis to identify areas of unpaid royalties
• Evaluation of royalty payments to identify payment or calculation errors
• Analysis of sales data to identify inappropriate deductions and unlicensed products/territories
• Verification of licensee’s compliance with the terms of the agreement
• Recommendations to help prevent future losses
• A comprehensive and detailed report of the audit findings
• Assistance with the negotiation and settlement of claims
• Management of your global licensing audit operations

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

Back to top

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