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Service	Category	Service Areas	Use	Description	Authorities
179D Energy Efficiency Tax Deduction	Tax – 179D Energy Efficiency Tax Deduction	Federal	Increase Cash, Property Services, Reduce Cost	A federal tax deduction of up to $1.80 per square foot for Read More	(i) United States Code, 26 USC §179D (ii) Consolidated Read More	Request Proposal More Info Share RFP
401(k) Plan Implementation	Business Consulting	Federal, All States	Compliance, Employment Services	A 401(k) plan is an employer-sponsored retirement savings Read More	(i) United States Code, 26 USC § 401(k) (ii) Code of Federal Read More	Request Proposal More Info Share RFP
Bankruptcy	Legal	Federal	Risk Reduction	Businesses should consider bankruptcy when they face Read More	(i) United States Constitution, Article I, Section 8. (ii) Read More	Request Proposal More Info Share RFP
Bookkeeping	Accounting & Bookkeeping	All States	Compliance, Risk Reduction	Bookkeeping is the recording, organizing, and maintaining of Read More	(i) The Financial Accounting Standards Board (FASB) sets Read More	Request Proposal More Info Share RFP
Business Formation	Legal	NC	Compliance, Risk Reduction	Business formation is the process of legally establishing a Read More	(i) State statues and case law. (ii) State tax or revenue Read More	Request Proposal More Info Share RFP
Cash Flow Analysis	Accounting & Bookkeeping	All States	Increase Cash, Reduce Cost	Cash flow analysis is the process of examining, Read More	Cash Flow Analysis is not a regulated service, however, it Read More	Request Proposal More Info Share RFP
CMMC Compliance	IT & Cyber Security	Federal	Compliance	CMMC (Cybersecurity Maturity Model Certification) compliance Read More	(i) Federal Information Security Modernization Act (FISMA), Read More	Request Proposal More Info Share RFP
Commercial Property Value Reassessment & Appeal	Tax	NC	Property Services, Reduce Cost	Commercial property taxes are based on the assessed value of Read More	(i) Refer to the tax authority for the county in which the Read More	Request Proposal More Info Share RFP
Corporate Transparency Act	Legal	Federal	Compliance	The Corporate Transparency Act (CTA) is a federal law that Read More	(i) Financial Crimes Enforcement Network Read More	Request Proposal More Info Share RFP
Cost Segregation	Tax	Federal	Increase Cash, Property Services, Reduce Cost	Accelerates the depreciation of buildings owned by the Read More	(i) Internal Revenue Code §167 (ii) IRS Publication 946 Read More	Request Proposal More Info Share RFP
Cyber Security Consulting	IT & Cyber Security	Federal, All States, International	Risk Reduction	Cyber security consultants guide businesses through the Read More	(i) Cyber security consulting is performed via private Read More	Request Proposal More Info Share RFP
Employment Contract Drafting	Legal	NC	Compliance, Employment Services, Risk Reduction	Create, review, and negotiate legally sound and enforceable Read More	(i) Federal statues administered by agencies such as the Read More	Request Proposal More Info Share RFP
Financial Accounting	Accounting & Bookkeeping	All States	Compliance, Risk Reduction	Financial Accounting is the recording, summarizing, and Read More	(i) The Financial Accounting Standards Board (FASB) sets Read More	Request Proposal More Info Share RFP
Financial Audit	Audit & Assurance	All States	Compliance	A financial audit is a systematic and independent Read More	(i) The Financial Accounting Standards Board (FASB) sets Read More	Request Proposal More Info Share RFP
Financial Reporting	Accounting & Bookkeeping	Federal, All States, International	Compliance	Financial reporting is the process of systematically Read More	(i) The Financial Accounting Standards Board (FASB) sets Read More	Request Proposal More Info Share RFP
Foreign Bank Account and Foreign Financial Asset Reporting	Tax	Federal, International	Compliance	U.S. taxpayers who hold foreign bank accounts or certain Read More	(i) United States Code, 26 U.S.C. § 5314 (i.e. Internal Read More	Request Proposal More Info Share RFP
Forensic Accounting	Accounting & Bookkeeping	All States	Compliance, Risk Reduction	Forensic accounting is a specialized field that combines Read More	Forensic accounting follows the same practices as the Read More	Request Proposal More Info Share RFP
Import, Export, Customs	Legal	Federal, International	Compliance, Risk Reduction	Navigate the complex regulatory landscape of international Read More	There are over 500 U.S. trade laws and regulations Read More	Request Proposal More Info Share RFP
Information Systems Audit	Audit & Assurance	All States	Compliance, Risk Reduction	An information systems audit, also known as an IT audit, is Read More	Information Systems Audits are performed via private Read More	Request Proposal More Info Share RFP
Inventory Management	Business Consulting	All States	Property Services, Reduce Cost, Risk Reduction	Inventory management helps businesses optimize their Read More	There is no authority, legal framework, or regulatory Read More	Request Proposal More Info Share RFP
Investigation	Audit & Assurance	Federal, All States	Compliance, Risk Reduction	An audit investigation is a process that examines potential Read More	(i) Audit investigations are performed via private Read More	Request Proposal More Info Share RFP
IRS Account Monitoring	Tax	Federal	Compliance, Reduce Cost, Risk Reduction	Monitor a business’s IRS account for either code changes Read More	(i) Reads IRS transcripts pulled from your IRS.gov tax Read More	Request Proposal More Info Share RFP
IRS Penalty Abatement	Tax	Federal	Increase Cash	Recover or reduce IRS penalties as far back as 2001 for Read More	(i) Internal Revenue Manuals (IRM) 20.1.1.3.3.2.1 (ii) Read More	Request Proposal More Info Share RFP
Managed Detection and Response (MDR)	IT & Cyber Security	Federal, All States, International	Risk Reduction	Managed Detection and Response (MDR) is a cybersecurity Read More	(i) Electronic Communications Privacy Act (ECPA). (ii) Read More	Request Proposal More Info Share RFP
Network Security Monitoring	IT & Cyber Security	Federal, All States, International	Risk Reduction	Network security monitoring (NSM) is a comprehensive, Read More	(i) Electronic Communications Privacy Act (ECPA). (ii) Read More	Request Proposal More Info Share RFP
New Accounting Standards & Implementation	Audit & Assurance	Federal, All States, International	Compliance, Risk Reduction	The Financial Accounting Standards Board (FASB) is the sole Read More	(i) Financial Accounting Standards Board (FASB) Accounting Read More	Request Proposal More Info Share RFP
Non-Disclosure Agreement (NDA)	Legal	NC	Employment Services, Risk Reduction	A non-disclosure agreement (NDA), also known as a Read More	(i) State statue and case-law specific (ii) Uniform Trade Read More	Request Proposal More Info Share RFP
Penetration Testing	IT & Cyber Security	Federal, All States, International	Risk Reduction	Penetration testing, also known as “pen testing” or “ethical Read More	(i) Penetration testing is performed via private Read More	Request Proposal More Info Share RFP
R&D Tax Credit	Tax	Federal	Increase Cash, Reduce Cost	Federal tax credit for businesses who make technical Read More	(i) Internal Revenue Code (IRC) §41 [add_linebreak] (ii) IRS Read More	Request Proposal More Info Share RFP
SOC 2 Compliance	IT & Cyber Security	All States	Compliance, Risk Reduction	SOC 2 (System and Organization Controls 2) compliance is a Read More	SOC 2 is not a legally mandated compliance framework. Read More	Request Proposal More Info Share RFP
Sustainability Certification Guidance	Business Consulting	Federal, All States	ESG	Assistance to help your company achieve the desired ESG, Read More	(i) International Organization for Standardization certifies Read More	Request Proposal More Info Share RFP
Sustainability Program Implementation	Business Consulting	Federal, All States	ESG	Establishing your company’s ESG program with objectives and Read More	(i) International Organization for Standardization certifies Read More	Request Proposal More Info Share RFP
Sustainability Readiness Assessment	Business Consulting	Federal, All States	ESG	Examines your current business practices and benchmarks them Read More	(i) International Organization for Standardization certifies Read More	Request Proposal More Info Share RFP
Sustainability Reporting Strategy	Business Consulting	Federal, All States	ESG, Increase Cash, Reduce Cost	Selecting the best tools and tactics to publicly disclose Read More	(i) International Organization for Standardization certifies Read More	Request Proposal More Info Share RFP
Sustainability Roadmap	Business Consulting	Federal, All States	ESG	A collaboration between your leadership team and provider to Read More	(i) International Organization for Standardization certifies Read More	Request Proposal More Info Share RFP
Tax Accounting	Accounting & Bookkeeping	Federal, All States	Compliance, Increase Cash, Reduce Cost, Risk Reduction	Tax accounting is how a company determines its tax Read More	(i) Financial Accounting Standards Board (FASB) Accounting Read More	Request Proposal More Info Share RFP
Tax Preparation	Tax	Federal, All States, International	Compliance	Tax preparation is the process of organizing and submitting Read More	(i) United States Code, 26 U.S.C. § 1 – 1564 (i.e. Internal Read More	Request Proposal More Info Share RFP
Transfer Pricing	Tax	Federal, All States, International	Compliance, Reduce Cost	Transfer pricing is about determining fair market value for Read More	(i) Internal Revenue Code at Section (IRC) 482 (ii) Read More	Request Proposal More Info Share RFP
Virtual or Fractional CFO (Chief Financial Officer)	Accounting & Bookkeeping	All States	Compliance, Reduce Cost, Risk Reduction	A Fractional or Virtual CFO (Chief Financial Officer) is a Read More	Fractional and Virtual CFOs are governed by private contract Read More	Request Proposal More Info Share RFP
Virtual or Fractional CISO (Chief Information Services Officer)	IT & Cyber Security	All States	Compliance, Reduce Cost, Risk Reduction	A Fractional or Virtual CISO is a cybersecurity expert who, Read More	Fractional and Virtual CISOs are governed by private Read More	Request Proposal More Info Share RFP