Certified Public Accountant and advisor

Certified Public Accountant and advisorCertified Public Accountant and advisor
Accounting Auditing CPA CFO Controller Bookkeeping Consulting Finance Financial Statements SEC

Providing audit and review services as well as outsourced CFO and Controller services to public and private companies.

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Professional Services

Audit and Review Services

Audit and Review Services

Audit and Review Services

  • Annual audits and reviews for investors and shareholders
  • Annual audits and reviews to comply with bank requirements
  • Audits and reviews performed in accordance with U.S. GAAP 
  • Compiled financial statements
  • Agreed-upon procedures

Industry Experience

Audit and Review Services

Audit and Review Services

  • Food and beverage
  • Construction
  • Wholesale
  • Distribution 
  • Law firms
  • Hospitality
  • Healthcare
  • Pharmaceutical
  • Nutritional supplements
  • Entertainment
  • Consumer products
  • Technology

SEC Advisory

Outsourced CFO/Controller

Outsourced CFO/Controller


  • Periodic Reporting: preparation of Form 10-K, 10-Q, 8-K and other public filings
  • Technical Research: Assistance with documentation and implementation of complex accounting standards
  • Computation: share based payments
  • Computation: derivative liabilities
  • Assessment: revenue recognition policies
  • Assessment: leases
  • Quarterback: ensure smooth relationship amongst other client professionals such as attorneys, EDGAR agents, stock transfer agents, valuation specialists and cost segregation study experts

Outsourced CFO/Controller

Outsourced CFO/Controller

Outsourced CFO/Controller

  • Bookkeeping: manage daily transactions and reconciliations
  • Workpaper preparation: used by external auditors in connection with engagement completion
  • Financial Statement Preparation: Monthly, Quarterly and Annual reporting
  • Strategic: Consultation and advice to support growth and enhance C-Suite