We can help you with your outsourcing & accounting resource needs,
and significantly reduce your costs!
What we can do
For Companies
Accounting/bookkeeping (partial or full), ad hoc data processing/analysis
Financial statements (F/S) -internal and / or external, including footnotes (US GAAP and / or IFRS)
F/S preparation for Registered Investment Advisors (RIA)
PBCs for auditors
Supporting analyses/schedules
Management reports and presentations
Budgeting and forecasting
Excel financial modeling (e.g., NPV, IRR & pivot tables)
CFO assist, temporary controllership
Retained technical consultant
IPO assist work for real estate & related entities
Technical research and accounting memos
New accounting implementation memos
Loan/virtual staffing
Legal document abstracting (e.g., leases, loans)
For CPA Firms
Seasonal audit assist
Audit efficiency evaluation
Guidance for CPA firms on how to audit prospective audit clients (e.g., fund & fair value reporting audits)
Our Onboarding Process
Smooth and timely transition of your certain processes or business functions into outsourcing is an integral part of our business.
We will fully collaborate with you to achieve a successful transition to outsourcing or other services.
