Accounting & Tax Support
Your accounting function needs a more reliable close, useful reporting, and tax planning that keeps pace with the business.
Often includes: Client Accounting Services and Business Tax.
Explore Accounting & Tax Support
Services for privately held companies
Accounting, tax, and advisory built around what your business needs next.
Whether you need an ongoing accounting and tax relationship, preparation for greater financial scrutiny, or a focused review of controls, start with what is changing in your business. We will help determine the appropriate service mix.
Where to start
Start with what is happening in your business.
You do not need to determine the service mix before reaching out. Most conversations begin with one of three business situations.
Financial Readiness
A lender, investor, external auditor, buyer, or planned sale is raising the standard for records, reporting, and support.
Often includes: Audit Readiness and Transaction Advisory.
Explore Financial ReadinessControls & Risk Support
Management wants a focused review of risk, processes, and internal controls or additional internal-audit capacity.
Often includes: Internal Audit and focused advisory support.
Explore Controls & Risk Support
Our capabilities
Five capabilities, organized around how you need support.
Some relationships are ongoing. Others begin with a specific deadline, transaction, or risk question. The appropriate scope may draw from more than one capability.
Ongoing financial operations
Client Accounting ServicesReliable close, reporting, controller oversight, and CFO-level advisory.For ongoing finance capacity without building every role internally.
Business TaxYear-round planning and compliance coordinated with company activity and owner obligations.For decisions that carry both business and owner tax consequences.
Focused readiness and risk support
Audit ReadinessPreparation for an external financial-statement audit performed by another CPA firm.For a lender, investor, or other requirement that raises the evidence standard.
Transaction AdvisorySell-side financial and tax readiness, working-capital analysis, and buyer-diligence support.For owners beginning active preparation for a future sale.
Internal AuditFocused reviews of risk, processes, and internal controls for management.For objective visibility or additional capacity within an existing internal-audit function.
How we work
Coordinated support. Clear professional accountability.
Managing-partner supervision
John W. Halloran, CPA supervises all professional work.
Coordinated capabilities
When appropriate, we consider accounting, business tax, readiness, transaction, and internal-control needs together.
A scope built around the business
We define the work around the company’s priorities, timing, existing team, and other professional advisers.
Independent by design
Hands-on preparation, with a separate external auditor.
We do not perform external financial-statement audits. That allows us to work hands-on across accounting, readiness, and internal controls while a separate CPA firm remains the external auditor.
Audit Readiness prepares the company for that outside firm’s audit. Internal Audit consists of management-focused reviews of risk, processes, and controls. Neither service is an external financial-statement audit.
Start a conversation
Tell us what is changing in your business.
Share your company, priorities, and timing. We review each inquiry and generally respond within one business day with the appropriate next step.