Service Type: Income Tax and Tax Services Project: Tax Book Acquisition Context: Our client, owner of a privately held boutique tax consulting services practice was transitioning to a full-time corporate executive role and was seeking to monetize his tax practice portfolio comprised of corporate … [Read more...] about Privately-Held Tax Practice
Non-Attestation
Numerous Clients Across Varying Industries
Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and tax services to maintain compliance. Approach & Results: We manage numerous bookkeeping and tax clients for which we execute and maintain their … [Read more...] about Numerous Clients Across Varying Industries
U.S. Oil and Gas Service Company
Project: Technical Accounting Consulting Context: A company needed assistance with correcting accounting for a failed sale-leaseback transaction. Approach & Results: The Company had incorrectly accounted for a sale and leaseback of a real estate transaction in 2006. The error was … [Read more...] about U.S. Oil and Gas Service Company
Financial Service Company
Project: Technical Accounting Consulting Context: Company needed assistance with technical accounting research and documentation of accounting positions on numerous transactions to prepare for year-end audit. Approach & Results: We worked with the Chief Accounting Officer as well as the … [Read more...] about Financial Service Company
Publicly Traded Field Services Company
Service Type: Accounting Project: Accounting and bookkeeping services Context: Our client needed urgent bookkeeping and general accounting services due to their bookkeeper’s sudden departure. Approach & Results: We reviewed their QuickBooks system, learned their processes and quickly … [Read more...] about Publicly Traded Field Services Company
Chemical Manufacturing Company
Service Type: CAO / Controller Services Project: Inventory Management Services Context: Our client needed assistance evaluating their production costing method and inventory management controls. Approach & Results: We helped design production costing for each product and updated cost rates. … [Read more...] about Chemical Manufacturing Company
