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
Non-Attestation
Oil and Gas Manufacturing Company
Service Type: Income Tax Services Project: Property Tax Accrual Review Context: Our client needed a review of their property tax accrual to determine if the estimate was reasonable and recorded in the proper period. Approach & Results: Using the appropriate appraisal district website, we … [Read more...] about Oil and Gas Manufacturing Company
Oil and Gas Manufacturer
Service Type: Technical Accounting Project: Accounting Function Review Context: Our client needed a review of their financial records to prepare for valuation services for an investor buyout. Approach & Results: We performed detailed account reconciliations and identified adjustments. … [Read more...] about Oil and Gas Manufacturer
Merchandising Company
Service Type: CAO / Controller Services Project: Financial Close Process Improvement Context: Our client needed assistance understanding the process and relationship between subledger account reconciliations and the trial balance. Approach & Results: We trained the accountant to … [Read more...] about Merchandising Company
Private Investment Banker
Service Type: CAO/ Controller Services Project: Internal Controls - Private Context: Our client needed assistance understanding and documenting the accounting function controls at a foreign subsidiary. Approach & Results: We interviewed personnel and reviewed the processes and controls … [Read more...] about Private Investment Banker
Oil and Gas Exploration Service Company
Service Type: Technical Accounting Project: Technical Accounting Consulting Context: A 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 … [Read more...] about Oil and Gas Exploration Service Company
