Services


Accounting, Compilation and Review Services

Services offered to prepare monthly, quarterly and annual financial statements that include commentary and trend analysis to help you turn financial statement information into actionable business objectives to improve performance and drive growth.

Go Top


Tax Services and Tax Planning

Services offered include federal tax, payroll taxes and sales and use taxes.  Federal tax services include detailed planning and strategy formulation that guide you from the first through the final day of the tax period to reduce your tax liability.

Go Top


Profit Planning (Budgeting) and Financial Forecasting

Services offered to help you prepare detailed profit plans and forecasts that consider economic and competitive trends, commodity/resource price changes, sales volume/mix changes and internal efficiency improvement projects.

Go Top


Interim Controllership and Chief Financial Officer Services

Services offered (subject to availability) to lead financial, human resources, information technology and legal departments of companies during the temporary absence of a permanent controller or chief financial officer.  Professional search services may also be provided to help clients locate and retain a qualified, permanent replacement for key Controllership/CFO positions and assist in the transition.

Go Top


Mergers and Acquisitions

Services offered to guide owners and managers in analyzing potential targets, due diligence investigations, crafting letters of intent, obtaining agreements in principle and the negotiation of purchase and sale agreements.  Services also offered to serve as a financial member of a due diligence team for larger transactions.

Go Top


Internal Audit Services

Services to audit internal controls processes and procedures that result in an audit report to business owners or audit committees that provide actionable recommendations to improve accounting controls and asset protection.

Go Top


Fraud Examination Services (CFE Services)

Services offered to fully investigate potential occupational fraud situations to resolution.  Comprehensive fraud detection and deterrence training is also offered for executives, managers and at-risk employees.

Go Top


Other Business Services

Consulting services related to organizational leadership and motivation, corporate financial and human resources communication, 360° employee evaluation, employee engagement surveys and customer satisfaction surveys offered through C-Level Communications.  Visit C-Level Communications at www.clevelcommunications.com.

Go Top