Accounting

Bookkeeping

Managerial Accounting

Bookkeeping

Entry of financial numbers into a format such as Quickbooks, Xero, Freshbooks, Wave Accounting, etc.

Financials

Managerial Accounting

Bookkeeping

Recording, classifying, reporting, and interpreting financial performances of the business and economic conditions for stakeholder review.

Managerial Accounting

Managerial Accounting

Managerial Accounting

Financial Reports for internal users (management). Reporting may be done weekly, monthly, quarterly, or yearly. These reports are typically confidential and used in decision making.

Cost Accounting

Cost Accounting

Managerial Accounting

Setting up and utilizing tools to help management measure performance against it's approved budget or plan. Looks at future values and costs with regards to planned acquisitions and economic resources.

Audit

Cost Accounting

Tax Accounting

Typically, we provide internal audits, not audits for filings. Our audits may involve testing controls of the business and it's accounting system. We typically find money 'leaks'.
Forensic Accounting may be included.

Tax Accounting

Cost Accounting

Tax Accounting

Providing preparation and filing of required tax returns - local, state, and federal.
Analysis of tax consequences of business decisions or future plans.
Update of tax rules and regulations.

3 ways you can take a company public

IPO

Reverse Merger

Reverse Merger

Create a new public shell (and put your company inside).
Hire a team of underwriters, utilizing an investment bank, they provide lawyers, CPAs, public relations experts, and SEC professionals. (3-7% of the IPO's total sales price).
Due diligence and regulatory filings.
Audited financials.
SEC reviews everything your company has done, agreements, executives, anything and everything they can find on your company.
File company prospectus.
File more forms, answer questions, more forms.
Set a date for the offering, define number and price of shares.
Get approval and launch.
Approximate cost up to 10% of gross proceeds (you raise $100 million, you pay $10 million).
Process can take several months to even years.

Reverse Merger

Reverse Merger

Reverse Merger

Find a "shell", essentially a company that is no longer actively in operation, but is still in good standing with the SEC.
Buy a large percentage of the stock (typically, this will leave you with 80-90% of the issued stock). Most bulletin board companies can be acquired for $200-400k, depending on negotiation and how much work is needed.
No need for registration.
Now, you have 10-20% of the shareholders who do not know your company. You have to create liquidity in the market to essentially buy them out over time. (Your company may be worth $20 Million, even 10% may cost you $2 Million in market buying).
Any positive or negative of the previous company is now yours. Lawsuits, disputes, negative press, shareholder sentiment, etc. Time frame can be as little as a few weeks.
You may need to "clean up" the shell, this may include reverse-forward splits.

Spin-Off

Reverse Merger

Spin-Off

A parent company spins a subsidiary off and distributes shares to current stockholders. A spin-off constitutes a sale by the parent company.
Need a legitimate business reason.
Reporting to the SEC under the Securities act of 1933.
Financial Audits
SEC Approval
Time frame can be as little as a few weeks.
Special Circumstance