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SERVICES
General Finance
Budgeting
Forecasting and Planning
Management Reporting
Board Presentation Preparation
Mgmt Dashboard/KPIs
Relationship Introduction and Maintenance
(Bank, Audit, Legal)
Cash Management
Growth/Strategic
Equity and Debt Financing
IPO Readiness
Buy/Sell Evaluation
Due Diligence Preparation and QofE
Post-deal Continuity
Turnaround
Wind Down
Risk Management
Insurance
E&O/D&O/Employment Practices
Cyber Liability
IP Protection
Employee Programs
Health and Safety
Harassment Awareness
IT Asset Security
Internal Controls Development
Investor Services
Tax Distributions
Dividend/Return of Capital Distributions
Cap Table Maintenance
Capital Account Reporting
Accounting
Accounts Payable
Accounts Receivable
Bank/Credit Card Reconciliation
Audit Leadership/Support
Employee Stock Option Accounting
Tax Compliance
Fed and State Income Tax
K-1 Preparation
Local and Property Tax
Nexus and Sales Tax
Int’l Tax Compliance
R&D Tax Credit
ASC 820/IRC 409a
Benefits
Selection
Group Medical/Dental/Vision
Group Life and Disability
Retirement Savings (401k)
HSA/RSA/Commuter
Administration
Census and Enrollment
Claims Management
Compliance with ACA
Operations/Technology
Sales Operations
Policy and Process Development
Automation Evaluation and Adoption
Application and System Selection
Document Management
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