Non-Attestation

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

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

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

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

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

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