Our team helps your organization manage your portfolio and works inside of the companies you hold. We ensure their reporting and controls are in place to protect your investments.
We work with angel groups, venture capital firms, private equity firms and mezzanine lenders. Our role is to provide a stable financial and tax platform to support your investments.
Your Solutions Include:
- Audited & reviewed financial statements
- Tax plans & compliance
- Accounting outsourcing
- M&A due diligence
- Quality of earnings reports
- Internal audit & internal controls
- Specialty tax credits
- Operational & performance improvement
- Risk management
- Forensics & litigation support
- IT & advisory
We have a comprehensive support service group that goes beyond tax, accounting or audit. Our firm can provide IT solutions, strategies, transition consulting, as well as turnaround support.
Working together just makes sense. Collectively we can provide an advanced level of exceptional client support. To learn more about how we can help you, please contact us at (801) 328-2011.