| Traditional Services Audit & Consulting
- Audit Reviews and Compilation
- Recruiting
- Due Diligence
- Collateral Examination
- Corporate Structure Documentation and Review
- Financing Assistance
- Forecasting and Projection Analysis
Tax Consulting
- Compliance for individuals, partnerships and corporations
- Planning for gifts and estates and trusts
- Planning for short term and long term taxes
- Cost segregation implementation
- Expert real estate tax planning
Personal Finances
- Estate and gift planning
- Succession planning
- Investment strategies
- Asset protection
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Distinctive Services Business Valuation
- Protection for privately held companies that are substantial
personal assets
- Management tool to improve and maximize value of a company
Funds Resourcing
- Finance Resources & Alternatives
- Bank Relationships
- Loan Document Review & Negotiation
- Deal Structuring & Negotiation
Mergers & Acquisitions
HR
Consulting
- Retirement Consulting and Plan Structuring
- Plan Administration and Investments
- Trustee Reporting and Compliance
- Employee Recruitment and Compensation
IT Consulting
- Technology Planning and Budgeting
- Network Design and Implementation
- Software Selection, Programming and Training
- Network Security
RomeCFO
- Budgeting and Forecasting
- Corporate Tax Planning
- Financial & Management Reporting
- Online Accounting & Reporting
- Payroll & Compliance
- Service Bureau
Commercial Credit
& Collection Consulting
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