CFO Services

• We have relationships in all facets to run the financial back end of your company and can utilize those relationships to meet needs and lower costs (insurance, merchant fees, executive compensation)
• Intermediary between your Controller and the bank or outside investors to provide the tailored approach you need to attain a loan or increase liquidity.

Crypto Currency

• We have numerous clients in crypto and blockchain
• We will utilize specific identification and HIFO costing to minimize tax

Entity Formation

• We can set up any company, trust or non profit organization you need
• We will set it up for a lower cost than an attorney

Family Payroll and Entity Structuring

• We can facilitate your dependent children payroll to not trigger payroll tax if under 18
• Structuring (simple to complex) to meet individual family need and succession

Income Tax Nexus

• State-by-state income tax filing thresholds
• Economic vs. physical nexus exposure analysis
• Nexus mitigation through entity restructuring

Sales Tax Compliance

• Registration and filings in all 50 states
• Marketplace facilitator support

Estate & Succession Planning

• Trust formation and insertion
• Estate planning, mapping and estate tax mitigation

Mergers & Acquisitions

• Advisory services for buy and sell-side including negotiation if no broker
• Target company assessment and feasibility analysis
• Ownership planning (ESOPs), gift and estate taxes, purchase price allocation.

Company Liquidity and Key Decisions

• Analyze your balance sheet to evaluate the liquidity and safety of your business
• Finance your business and deal effectively with your lenders
• ROI and Internal rate of return on projects and whether you do it or not

Litigation Support

• Bankruptcy planning, asset management and disposition
• Business and partnership dissolutions
• Marital dissolution
• Stockholder disputes

Special Needs

• Problem loan resolution and workout resource for lending institutions
• Turnarounds and workouts
• Budgeting and cost control
• Cash flow analysis
• Compensation Planning and Performance Evaluation
• Financing options and opportunities guidance
• Materials and inventory control
• Software systems and migration to a new system

Internal Controls

• Recommend segregation of duties so that no single person has control over all aspects of financial transactions.
• Make sure transactions are authorized
• Ensure records are routinely reviewed and reconciled
• Ensure that equipment, inventories, cash, and other property are accounted for. 
• Set up proper channels for reporting suspected improprieties.

Non-Profit Organizations

• Form 1023 application and management to become a non profit
• Non profit accounting and taxation