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Our services include:

Contact us for a free initial 30 minute consultation to preliminarily assess your financial, tax and business needs.

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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


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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


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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
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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
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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
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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