PBTK Accounting Services

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A short presentation on PBTK\'s qualifications and capabilities.

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PBTK Accounting Services

  1. 1. PBTK Industries & Services Technical Excellence. Superior Service.
  2. 2. About PBTK <ul><ul><li>Full service CPA firm </li></ul></ul><ul><ul><li>Qualifications and resources that are compared to those of the Big 4 </li></ul></ul><ul><ul><li>Clients include publicly-traded companies, privately-owned businesses, government, among others </li></ul></ul>Technical Excellence. Superior Service.
  3. 3. Firm History <ul><li>Formed in 1990, as successor to the Las Vegas office of a large national firm </li></ul><ul><li>Largest locally-owned accounting firm in Southern Nevada </li></ul>Technical Excellence. Superior Service.
  4. 4. Global Reach <ul><li>Member of DFK/USA and DFK International, both associations of independent CPA firms </li></ul><ul><li>Enhances our worldwide reach </li></ul><ul><li>Provides additional resources for our clients </li></ul><ul><li>Expands the world of opportunity for our clients </li></ul>Technical Excellence. Superior Service.
  5. 5. Client Testimonials <ul><li>&quot;Due to the size of the Firm, PBTK affords the client the opportunity to have a high level of accessibility to senior staff and partners. As a result, important decisions seem to be easily expedited. I would especially recommend PBTK for small to medium sized casinos/hotels because of their significant gaming experience.&quot; —Donald Hinkle, Avi Resort & Casino (Laughlin, Nevada) </li></ul><ul><li>&quot;United Coin has worked with PBTK since 2004 - the partners and principals are very much involved, particularly in the decision making process and planning stages of the audit. This was very refreshing for me, having been involved with other large CPA firms where that decision making isn’t made in front of the client. Similarly, the staffing levels at PBTK have been maintained - we have seen the same faces year in and year out which has made working with them a particularly efficient process.&quot; —Steve Deschamps, CFO at United Coin </li></ul>Technical Excellence. Superior Service.
  6. 6. Memberships Technical Excellence. Superior Service.
  7. 7. SERVICES <ul><li>Accounting & Auditing </li></ul><ul><li>Taxation </li></ul><ul><li>Litigation Support </li></ul><ul><li>Forensic Accounting </li></ul><ul><li>Valuation </li></ul><ul><li>Bankruptcy/Receivership </li></ul><ul><li>Pension Services </li></ul>Technical Excellence. Superior Service.
  8. 8. Accounting & Auditing <ul><li>SEC Audits </li></ul><ul><li>401(k) plan Audits </li></ul><ul><li>Reviews and compilations </li></ul><ul><li>Fraud investigations </li></ul><ul><li>Internal controls design and review </li></ul><ul><li>Bookkeeping and controllership services </li></ul><ul><li>“ Yellow Book” financial and compliance </li></ul>Technical Excellence. Superior Service.
  9. 9. Taxation <ul><li>Business and individual tax preparation </li></ul><ul><li>Estate planning </li></ul><ul><li>Tax Authority Representation </li></ul><ul><li>Advance rulings requests </li></ul><ul><li>Buy/sell agreement analysis </li></ul><ul><li>Corporate restructurings </li></ul>Technical Excellence. Superior Service.
  10. 10. Litigation Support <ul><li>Fact finding </li></ul><ul><li>Settlement issues </li></ul><ul><li>Witness services </li></ul><ul><li>Damages and valuation analysis </li></ul><ul><li>Fraud investigations </li></ul><ul><li>Bankruptcy financial advisors </li></ul>Technical Excellence. Superior Service.
  11. 11. Forensic Accounting <ul><li>We can help you: </li></ul><ul><li>Identify the opportunities your employees have to commit and conceal fraud. </li></ul><ul><li>Design cost effective controls to prevent and detect such activity </li></ul><ul><li>Quantify damages and link to the guilty party </li></ul><ul><li>Recover insured losses </li></ul>Technical Excellence. Superior Service.
  12. 12. Valuation <ul><li>When an expert valuation can make a difference </li></ul><ul><li>Business planning </li></ul><ul><li>Acquisitions and divestitures </li></ul><ul><li>Estate or personal financial planning </li></ul><ul><li>Financing and credit </li></ul><ul><li>Tax matters </li></ul><ul><li>Litigation, arbitration and other dispute resolution </li></ul><ul><li>Buy-sell arrangements and other ownership changes </li></ul>Technical Excellence. Superior Service.
  13. 13. Bankruptcy/Receivership <ul><li>Experience managing distressed companies under the oversight of courts in bankruptcy and receivership situations </li></ul><ul><li>Assisted with financial/operational analysis and forensic account matters </li></ul><ul><li>Developed plans to continue operations, liquidate or sell a business </li></ul><ul><li>Performed preference analysis </li></ul>Technical Excellence. Superior Service.
  14. 14. Pension Services <ul><li>Types of plans PBTK offers and administers: </li></ul><ul><li>Defined contribution plans </li></ul><ul><li>Defined benefit plans </li></ul><ul><li>Typical annual plan administration services </li></ul><ul><li>Other related services </li></ul>Technical Excellence. Superior Service.
  15. 15. INDUSTRIES <ul><li>Gaming / Hospitalty </li></ul><ul><li>Real Estate / Construction </li></ul><ul><li>Government </li></ul><ul><li>Non-profit </li></ul><ul><li>Law / Professional Service Firms </li></ul><ul><li>Tribal Gaming & Governments </li></ul><ul><li>Medical </li></ul><ul><li>Retail / Wholesale </li></ul>Technical Excellence. Superior Service.
  16. 16. Gaming / Hospitality <ul><li>We are an “international firm”, with clients coast to coast and as far as Cairo, Egypt </li></ul><ul><li>Experience extends to virtually every aspect of the industry </li></ul>Technical Excellence. Superior Service.
  17. 17. Real Estate / Construction <ul><li>Tax structuring </li></ul><ul><li>Bonding </li></ul><ul><li>Valuation </li></ul><ul><li>Information systems </li></ul>Technical Excellence. Superior Service.
  18. 18. Government <ul><li>Financial and compliance audits </li></ul><ul><li>Assistance obtaining Certificate of Achievement for Excellence in Financial Report </li></ul><ul><li>Services related to Official Bond Statements </li></ul><ul><li>Design and implementation of accounting and management information systems </li></ul><ul><li>Compliance and internal control examinations and operational studies </li></ul><ul><li>Risk management evaluations </li></ul>Technical Excellence. Superior Service.
  19. 19. Non-profit <ul><li>Budgeting and long-term strategic planning </li></ul><ul><li>Internal and public financial and regulatory reporting </li></ul><ul><li>Recruitment and training of board members </li></ul><ul><li>Avoiding (or managing) unrelated business income (UBI) tax </li></ul><ul><li>Development of frundraising strategies and methods </li></ul>Technical Excellence. Superior Service.
  20. 20. Law / Professional Service Firms <ul><li>We provide law and other professional service firms with tax, accounting, auditing, and a variety of business advisory services, including business development training and time and billing methods, budgeting, and cost containment advice and assistance. </li></ul><ul><li>We also provide selected CLE training courses for law firms. </li></ul>Technical Excellence. Superior Service.
  21. 21. Tribal Gaming & Government <ul><li>An Associate Member of the National Indian Gaming Association (NIGA) </li></ul><ul><li>Have extensive experience in virtually every aspect of casino gaming and allied industries </li></ul>Technical Excellence. Superior Service.
  22. 22. Medical <ul><li>Our auditors and tax advisors are knowledgeable in virtually every aspect of the medical industry, from the availability of industry-specific tax deductions to fraud risks associated with medical practices and the complexities of a 401(k) plan audit. </li></ul>Technical Excellence. Superior Service.
  23. 23. Retail / Wholesale <ul><li>Provided audit and tax services for retail and wholesale businesses for over 20 years </li></ul><ul><li>Industry experience helps us provide you with streamlined, efficient audit, tax and consulting solutions (not research projects) </li></ul>Technical Excellence. Superior Service.
  24. 24. Offices <ul><li>6100 Elton Avenue, Suite 1000 Las Vegas, NV 89107 Phone: 702-384-1120 Fax: 702-870-2474 </li></ul><ul><li>9980 South 300 West, Suite 200 Sandy, UT 84070 Phone: 801-990-1120 Fax: 801-285-7401 </li></ul>Technical Excellence. Superior Service.

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