Individual, Sole Proprietorship, LLC, Partnership, C Corporation, S Corporation, Not-for-Profit, Trusts, Liability Minimization, Inheritance, Gifts, Wealth Transfer, Charitable Giving, Research of Complex Issues, Development of Tax Position(s), Q&A with a CPA
Investing, Retirement Planning, Budgeting, College, Q&A with a CPA
Small Business, Not for Profit, Single Audits, Regulatory, Internal Audit, Examinations, Agreed Upon Procedures, SOC Reports, Financial Statement Review, Financial Statement Compilation, Financial Statement Preparation, Transaction Services, General Ledger Cleanup, Fraud Investigation, Litigation Support, Internal & Private Investigation
US GAAP, Financial Statement Presentation, Disclosure, Revenue Recognition, Lease Accounting, Technical Accounting, Memo Writing, IPO/Registration, Audit Prep, SAB 99 Memo, CPE Services, Fractional CFO/Controller, Cost Accounting, Cost/Profitability Analysis, Cashflow Analysis, Process/Policy Development, Staff Training, Formalization of Accounting Function, Audit Project Management, Process Development, Framework Implementation, SOX Readiness, Weakness Assessment