Accounting

As a trusted advisor to your clients, they look to you for information and insights based on solid analysis and decision-making. Our financial modeling services empower you to provide that in-depth analysis. Detailed financial projections, customized revenue models, evaluation of investment opportunities, and risk assessments empower you to provide high-value-add strategic thinking to your clients’ businesses.

Our asset tracing services specialize in identifying and tracking multiple claims on assets. Whether real estate, cash, options, or other securities, often you need to determine who owns what. We can help you through the tangle of conflicting documents and missing records.

Our historical cleanup services help your business clients get their books into shape with proper accounting entries to comply with whatever basis of accounting is needed (GAAP, modified cash basis, tax basis, or OCBOA). We conduct thorough reviews of historical data to identify errors and inconsistencies, ensuring their financial statements are accurate and compliant. A clear view of the history of a company can lead to better planning for its future.

Our month-end closing and accounts reconciliation services ensure financial records are accurate and up to date and, most importantly, complete. We meticulously review and reconcile all accounts, identifying discrepancies and ensuring compliance with accounting standards. Often, our clients have situations where there is insufficient technical accounting expertise or time to make proper accruals and adjustments.