Services
A Partner for Every Stage of Your GrowthCore Accounting Services
Elevate your organization’s accounting and reporting, governance, risk management, and controllership transformation with our flexible, integrated approach. Navigate complex accounting challenges and prepare for the future with our Advisory & Transformation service. Whether you’re facing an M&A transaction, IPO readiness, or need to streamline internal processes, our experts provide strategic guidance. We are committed to building a scalable and efficient finance function that transforms from a cost center into a strategic asset for your business.
Our Compilation service expertly organizes your financial data into professionally formatted financial statements, ideal for internal management use and small business loan applications. While this service provides no formal assurance, we are committed to delivering financial clarity and structure, empowering you to understand your business and make confident decisions based on reliable information.
Our professionals provide independent financial statement and internal control audit services, in accordance with the latest professional standards and with a focus on quality. Enhance stakeholder confidence and meet third-party requirements with our independent Audit & Assurance services. We provide the highest level of assurance by issuing a formal opinion on your financial statements in accordance with professional standards. Our rigorous, risk-based approach is our commitment to not only ensuring compliance but also delivering valuable insights that strengthen your internal controls and business operations.
For highly specific needs like M&A due diligence or verifying contract compliance, our Agreed-Upon Procedures (AUP) engagement provides targeted results. We perform only the procedures you define and report on the factual findings without offering a formal opinion. This flexible and cost-effective service is our commitment to delivering the precise, objective data you need to move forward with confidence.
When you need the highest level of assurance on matters beyond historical financials, our Examination services are the solution. We provide a formal opinion on specific subjects, such as the viability of financial forecasts, compliance with regulations, or the effectiveness of internal controls. Our commitment is to deliver the credibility and transparency you need to build trust with investors, lenders, and other key stakeholders.
Tax Services
Our Individual Tax service goes beyond annual filing to provide year-round strategic consulting for high-net-worth individuals, investors, and business owners. We focus on proactive tax planning to legally minimize your liabilities and ensure full compliance with federal and state regulations. Our commitment is to provide financial clarity and peace of mind, helping you keep more of what you earn.
Navigate the complexities of corporate taxation with confidence. We provide comprehensive tax filing and strategic consulting for both C-Corporations and S-Corporations, tailored to your specific business goals. Our commitment is to ensure your compliance while proactively identifying credits and deductions, turning your tax function into a tool for strategic advantage and sustainable growth.
Partnership taxation presents unique challenges, from complex partner allocations to basis calculations. We specialize in preparing Partnership tax returns (Form 1065) and providing clear, strategic consulting for LLCs, LLPs, and other partnership structures. Our commitment is to deliver precision and clarity, ensuring both the entity and its individual partners meet their tax obligations seamlessly and accurately.
Safeguard your mission and maintain your tax-exempt status with our specialized Non-For-Profit tax services. We handle the complexities of Form 990 preparation and provide crucial consulting on governance, public support tests, and UBIT compliance. Our commitment is to manage your tax obligations meticulously, allowing you to focus on what truly matters: making an impact in the community.
Operating across multiple jurisdictions creates a complex web of State, Local (SALT), and Indirect Tax obligations. We specialize in navigating these challenges, from multi-state income tax nexus and apportionment to sales and use tax compliance. Our commitment is to provide a unified strategy that minimizes your risk, ensures compliance everywhere you do business, and simplifies your overall tax management.
New Business Consulting
Successfully launch and operate in the competitive U.S. market with our comprehensive Business Consulting services. From market entry strategy and entity selection to financial planning and operational setup, we provide the expert roadmap you need. Our commitment is to serve as your dedicated strategic partner, ensuring your U.S. venture is built for compliance, efficiency, and long-term success.
Start your business on a solid legal and financial foundation with our expert Business Registration service. We guide you through the crucial process of entity selection (LLC, S-Corp, C-Corp) and handle all the necessary state and federal paperwork, including EIN application. Our commitment is to make the formation process seamless and accurate, allowing you to launch your new venture with confidence and peace of mind.
Offload your entire finance function with our all-in-one Operational Package. This bundled service provides seamless management of your day-to-day bookkeeping, payroll, and ongoing tax compliance needs for a predictable fee. Our commitment is to act as your dedicated, outsourced accounting department, giving you the freedom to focus 100% on your core business operations and growth.
Our U.S. Startups Package is the all-in-one financial launchpad designed for new ventures. This comprehensive service covers everything from initial entity selection and business registration to setting up your accounting systems and first-year tax planning. Our commitment is to guide you through every critical early-stage financial step, setting you up for compliance, scalability, and future success.
Mergers & Acquisitions
Make informed decisions in any transaction with our rigorous Financial Due Diligence services. Whether you are on the buy-side or sell-side, we analyze a target’s financial health, quality of earnings, and working capital to uncover hidden risks and opportunities. Our commitment is to provide the data-driven clarity you need to negotiate better terms and invest with confidence.
Navigate the entire deal lifecycle with an expert by your side. Our M&A Advisory service guides clients through every stage, from target identification and valuation to deal structuring, negotiation, and post-merger integration. Our commitment is to act as your trusted advisor throughout the journey, providing strategic guidance to maximize value and ensure a successful transaction.
Determine the true economic value of your enterprise with our objective and defensible Business Valuation services. Whether for M&A, shareholder agreements, or estate and gift tax purposes, we apply proven methodologies to provide a credible and well-supported valuation. Our commitment is to deliver the financial clarity you need for critical negotiations, compliance, and strategic planning.
Successfully navigate the complex accounting challenges that arise from a business combination. Our M&A Accounting Advisory service assists with purchase price allocation (PPA), consolidation, and financial reporting integration post-transaction. We are committed to ensuring your accounting is compliant with GAAP and accurately reflects the new business structure, providing a seamless financial transition.
Proactively identify, assess, and mitigate financial and operational threats with our Risk Management Advisory. We help you strengthen internal controls, navigate regulatory compliance, and build a more resilient business framework for the future. Our commitment is to be your partner in protecting your assets and enabling sustainable growth in an environment of uncertainty.
Valuation Services
Determine the precise value of your company’s equity for critical purposes such as 409A valuations for stock options, shareholder transactions, or estate and gift tax planning. We employ robust methodologies to deliver a defensible and well-supported valuation report. Our commitment is to provide the clarity you need to execute equity-related transactions with confidence and full compliance.
Following an acquisition, a Purchase Price Allocation (PPA) is essential for compliant financial reporting under U.S. GAAP (ASC 805). We expertly identify and value all acquired tangible and intangible assets, from customer lists to brand names. Our commitment is to ensure your post-acquisition balance sheet is accurate, defensible, and provides a solid foundation for future reporting.
Fulfill your annual (or more frequent) compliance requirements with our efficient Goodwill Impairment Testing services. We assess whether the value of goodwill on your balance sheet has declined, performing the necessary tests in accordance with accounting standards (ASC 350). Our commitment is to make this complex annual requirement a seamless and straightforward process for your finance team, ensuring timely and accurate reporting.
When triggering events impact the value of your long-lived tangible or intangible assets, our testing service provides the clarity you need. We assess whether the carrying value of your property, equipment, or specific intangible assets is recoverable, in line with accounting standards (ASC 360). Our commitment is to deliver an objective analysis, ensuring your financial statements accurately reflect the true economic value of your assets.
Finance/Accounting Outsourcing
Gain strategic financial leadership without the cost of a full-time executive with our CFO & Controller Services. We provide high-level guidance on budgeting, forecasting, cash flow management, and key performance indicators to support your growth. Our commitment is to act as your strategic financial partner, empowering you to make data-driven decisions and achieve your long-term business goals.
Face your annual audit with confidence and efficiency. Our Audit Readiness and Support service prepares your financial records, schedules, and documentation before the auditors arrive, ensuring a smooth and organized process. We are committed to minimizing disruptions to your team, reducing potential audit adjustments, and facilitating a successful engagement with your independent auditors.
Transform your raw financial data into a strategic asset. We design and manage your accounting information systems for accuracy and integrity, then provide in-depth analysis to uncover key trends and performance indicators (KPIs). Our commitment is to deliver not just numbers, but actionable business intelligence that empowers you to understand and drive your company’s performance.
Eliminate the complexity and risk of payroll with our comprehensive, reliable service. We handle everything from payroll processing and direct deposits to federal and state tax filings, ensuring your employees are paid accurately and on time. Our commitment is to provide a seamless and compliant payroll solution, giving you peace of mind and more time to focus on leading your team.
Present your company’s performance with clarity and professionalism. Our Financial Statement Preparation service transforms your accounting records into accurate, compliant financial statements, including the Balance Sheet, Income Statement, and Statement of Cash Flows. We are committed to providing a clear financial picture essential for management review, tax planning, and strategic decision-making.
Optimize your cash flow cycle with our expert Accounts Receivable & Payable (A/R & A/P) management. We streamline your invoicing and collections process to ensure you get paid faster, while managing your vendor bills efficiently to maintain strong relationships. Our commitment is to give you greater control over your working capital, improving your company’s financial health and stability.
