We’re proud to offer a wide range of services…
BOOKKEEPING & ACCOUNTING
A proper and meaningful set of financial records is important to a any company’s health. We take care of all your accounting needs so that you can focus on your core business.
Contact UsCFO SERVICES
Need a CFO to help achieve your company’s goals? Our team works with organizations of all shapes and sizes. From startups to large enterprises, we’re your ally in the trenches.
Contact UsAD-HOC SERVICES
Need help with something that doesn’t quite fit the traditional mold? Let us know. Our clients count on us for help with a variety of different needs and services.
Contact UsASSURANCE SERVICES
Depending on your company’s needs, our services include high-assurance audits often relied upon by third parties, limited-assurance reviews, and no-assurance compilations that are often requested for internal use.
Contact UsDUE DILIGENCE
Contemplating a transaction, a new vendor, or a new business? Our diligence process focuses on all the critical aspects to provide you with the data to become informed and make informed decisions.
Contact UsFUND ACCOUNTING
We can help your fund or management company with monthly, quarterly, and annual accounting and reporting, audits, LP relations, tax support, and anything else you may need for the back office.
Contact UsFINANCING SUPPORT
Are you ready to take on external capital or doing it again? Should you raise debt or equity? Are you prepared? What is your valuation? How and what did your peers do? What information can and should your offering documents contain? We can help answer all of your questions and assist with the process.
Contact UsIPO READINESS
Are you considering an IPO, direct listing, or reverse merger? We help prepare you and your company for this exciting and complicated process. We assist with audit preparation, advise and implement internal controls and best practices, and guide you through all of the compliance, valuations, and expectations.
Contact UsSEC REPORTING
As a public company, you have an immense amount of reporting requirements that require in-depth knowledge of guidance promulgated by many regulatory bodies. We offer help with audits, 1934 and 1940 Act Reporting, Form 10 Registrations, S-1 Registrations, and all necessary disclosures.
Contact UsFINANCIAL PLANNING & ANALYSIS
Budgets, forecasts, projections, KPI tracking, data modeling & visualization, dashboards, liquidity tracking, stress testing, data analytics, and myriad other solutions to provide you and your team with data-driven insights, enhanced reporting, and a firm grasp on your business.
Contact UsMERGERS, ACQUISTIONS, & JOINT VENTURES
Whether buying, selling, or entering new markets, our team can advise on every aspect of your transaction. Buy and sell-side due diligence, valuations, carve-outs, audit, restructuring, and tax considerations are some of our key services. We help maximize the value and minimize the risk.
Contact UsACCOUNTING SOFTWARE IMPLEMENTATION
Selecting the right accounting system for your business is of the utmost importance. Accounting software is not a one-size-fits-all solution. We assess your business, its accounting and reporting needs, recommend the right product, assist with implementation, and provide training.
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