1.
About
the
Corner
Office,
Ltd
the
Corner
Office,
Ltd
was
founded
in
early
2013
by
Catherine
Fox-‐Simpson,
CPA
to
bring
the
trusted
advisor
back
to
middle
market
companies.
After
nearly
20
years
in
public
accounting,
Catherine
recognized
the
value
of
technical
expertise
and
the
needs
of
businesses
to
freely
access
this
knowledge
in
a
post-‐Sarbanes
Oxley
world.
SOX
created
an
environment
where
material
weaknesses
and
significant
deficiencies
were
of
vital
concern.
Executive
teams
needed
access
to
resources,
what
we
call
“brilliance”
at
the
Corner
Office,
to
assist
them
as
they
navigate
the
challenges
of
a
changing
business
environment.
Unable
to
consult
with
its’
auditors,
business
leaders
were
left
searching
for
the
trusted
advisors
they
needed.
Companies
need
advisors
who
can:
• Openly
consult
and
remedy
situations.
• Understand
the
financial
accounting
and
operational
aspects
of
a
middle
market
business.
• Complement
and
interface
with
their
financial
statement
auditors.
Furthermore,
many
businesses
can
no
longer
afford
to
house
the
numerous
resources
that
they
need
to
leverage
on
its
routine
business.
Companies
need
a
trusted
advisor
that
they
can
rely
upon
to
navigate
technical
issues,
manage
projects,
and
consult
through
times
of
change.
It
is
this
need
and
service
gap
that
has
become
the
foundation
of
the
Corner
Office.
We
understand
business,
we
understand
the
complexities
that
face
businesses
through
periods
of
growth,
downturn,
and
ownership
transitions.
We
believe
in
the
power
of
building
a
trusted
relationship
and
being
a
true
advisor
to
our
clients.
We
believe
in
adding
value
to
our
clients.
2.
Our
Services
At
the
Corner
Office,
Ltd,
our
goal
is
to
be
a
full
service
firm
able
to
meet
the
needs
of
a
diverse
client
base
with
a
wide
variety
of
needs.
Our
clients
are
in
many
stages
of
the
business
cycle
and
are
often
facing
challenging
circumstances.
Our
diverse
team
has
strengths
in
financial/accounting,
taxation
and
operational
areas.
A
selection
of
our
services
includes:
Financial/Accounting
Taxation
Risk
Management
ASC
740
Services
SEC
Reporting
Tax
Compliance
Forecast/Budget
Tax
Planning/Strategy
SOX
Readiness
Business
Combinations
Financial
System
Conversions
International
Tax
Corporate
Governance
Tax
Controversy
Recapitalizations
State
&
Local
Tax
Technical
Accounting
Assistance
Due
Diligence
Buy-‐Side
Due
Diligence
Mergers
&
Acquisitions
Auditor
Interface
Sell-‐Side
Assistance
Operational
Project
Management
Business
Optimization
Fraud
&
Forensics
Revenue
Enhancement
Debt
Placement
&
Capital
Sourcing
Post-‐Merger
Integration
M&A
Divestitures
Strategic
Planning
Compensation
Consulting
Cost
Reduction
&
Containment
