Services List

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ServiceCategoryService AreasUseDescriptionAuthorities
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 (ii) IRS Audit Read More
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
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
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
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
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
CMMC Compliance

IT & Cyber Security

Federal

Compliance

CMMC (Cybersecurity Maturity Model Certification) compliance Read More

 

(i) Federal Information Security Modernization Act (FISMA), Read More
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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