Growth & Entrepreneurial Services
- - Tax return preparation
- - Bank and lease financing
- - Using the cash method of accounting
- - Choice of entity
- - Deferred compensation
- - Ownership transition planning and shareholder agreements
- - Retirement plans
- - Support for monthly/quarterly board of directors’ reviews by supplementing the company’s staff in the preparation of an accurate and comprehensive set of financial statements and analytical review reports
- - Assistance in creating budgets, projections, forecasts and business plans
- - Review of revenue recognition procedures and related accounting entries
- - Acting CFO and/or controller capability
- - Assistance finding and/or interviewing qualified financial staff
- - Liaison with national and Big 4 firms as needed for technical support, audits, and special services
- - Due diligence on investments or acquisitions
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