RSM McGladrey is a large public accounting firm with over 7,000 employees across nearly 90 offices that provides audit, tax, and consulting services to not-for-profit organizations. They have over 600 professionals dedicated to serving approximately 4,000 not-for-profits, including various types of organizations. RSM McGladrey offers a variety of assurance, tax, consulting, and advisory services tailored to the not-for-profit industry.
Traczen is a professional services firm founded in 2013 that provides one-stop business solutions including finance & accounting outsourcing, tax & regulatory services, valuation, and business advisory services. Led by a team of over 25 professionals with experience in accounting, tax, finance, and other fields. The document outlines Traczen's service offerings such as accounting, payroll, tax compliance, valuation, project finance, and regulatory services. It also provides biographies of key team members, including their qualifications and experience.
slide3:Simply put, it’s putting structure around how organizations align IT strategy with business strategy, ensuring that companies stay on track to achieve their strategies and goals, and implementing good ways to measure IT’s performance. It makes sure that all stakeholders’ interests are taken into account and that processes provide measurable results. An IT governance framework should answer some key questions, such as how the IT department is functioning overall, what key metrics management needs and what return IT is giving back to the business from the investment it’s making.
slide 5:• Strategic alignment: Linking business and IT so they work well together. Typically, the lightning rod is the planning process, and true alignment can occur only when the corporate side of the business communicates effectively with line-of-business leaders and IT leaders about costs, reporting and impacts.
• Value delivery: Making sure that the IT department does what’s necessary to deliver the benefits promised at the beginning of a project or investment. The best way to get a handle on everything is by developing a process to ensure that certain functions are accelerated when the value proposition is growing, and eliminating functions when the value decreases.
• Resource management: One way to manage resources more effectively is to organize your staff more efficiently—for example, by skills instead of by line of business. This allows organizations to deploy employees to various lines of business on a demand basis.
• Risk management: Instituting a formal risk framework that puts some rigor around how IT measures, accepts and manages risk, as well as reporting on what IT is managing in terms of risk.
• Performance measures: Putting structure around measuring business performance. One popular method involves instituting an IT Balanced Scorecard, which examines where IT makes a contribution in terms of achieving business goals, being a responsible user of resources and developing people. It uses both qualitative and quantitative measures to get those answers.
This document discusses enterprise resource planning (ERP) consulting. It defines ERP systems as software that integrates core business functions like finance, marketing, operations, and human resources. The document outlines common problems with business applications like inefficient processes and unique business requirements. It also discusses current trends in ERP solutions like increased mobility and accessibility of data. An overview is given of a typical day for an ERP consultant, including client meetings, requirements gathering, and system implementation. Characteristics of successful consultants include learning agility, communication skills, and delivering results.
Analytics, IT strategy and Global Sourcing for Healthcare EnterprisesDamo Consulting Inc.
This document provides information about DAMO Consulting, Inc., a management consulting firm focused on IT strategy, global sourcing, and analytics advisory services for large healthcare enterprises and global service providers. It summarizes DAMO's services and experience in areas such as healthcare CXO advisory, cloud and operations strategy, global sourcing, analytics strategy and program management. It also introduces the founder and CEO, Paddy Padmanabhan, and provides a case study of DAMO's work with a large health system client.
Linckers Services India Pvt. Ltd. (Linckers) is a leading financial services company based in India. Linckers offer Audit, Consulting, Financial Advisory, Risk Management and Tax Services to the companies and independent business owners across the nation. Linckers abide by the laws and regulations of the particular region and provide services that in accordance to the prevailing laws in that region.
Linckers has been into existence in the Indian market for almost a decade. Team - Linckers is a panel led by thousands of very strong connoisseurs from the industry. This brings in an added advantage to the services offered to the customers. Team – Linckers works in tandem with the client’s service teams and many a times, supplements so as to create business solutions that are powerful and customized to suit the requirement of the customer.
SolomonEdwards is a privately held professional services firm focused on strategy execution. They provide extensive experience, deep subject matter expertise, and custom solutions to help clients solve critical business issues related to business transformation, mergers and acquisitions, accounting and finance, and governance and regulatory compliance. SolomonEdwards' services include accounting and finance advisory, program and project management, business process optimization, risk management and compliance, transaction advisory, and business analytics. They have industry expertise in banking and financial services, energy, healthcare, technology, and manufacturing.
Hill & Associates is a leading risk mitigation consultancy firm founded in 1992 that is headquartered in Hong Kong and Singapore with 18 offices across Asia and representative offices in the US and UK. The company focuses on providing risk mitigation services to clients operating in emerging and unfamiliar markets in Asia. Key services include risk intelligence, asset protection and enterprise risk management, corporate intelligence, and fraud prevention and integrity risk management. The company aims to help clients safely and efficiently operate in difficult markets through a combination of expertise and local knowledge.
This document outlines the advisory, assurance, and consulting services offered by Syro Accountants. Their advisory services include feasibility studies, venture capital assistance, business valuations, and sales/marketing strategies. Their assurance services aim to improve transparency and reduce risk through audits, agreed-upon procedures, IT audits, and BBBEE verification. Their consulting services provide comprehensive support to private/non-profit sectors and government through financial management, tax, bookkeeping, payroll, and training services. Contact information is provided for their offices in Burgersfort, Pretoria, and Durban.
Traczen is a professional services firm founded in 2013 that provides one-stop business solutions including finance & accounting outsourcing, tax & regulatory services, valuation, and business advisory services. Led by a team of over 25 professionals with experience in accounting, tax, finance, and other fields. The document outlines Traczen's service offerings such as accounting, payroll, tax compliance, valuation, project finance, and regulatory services. It also provides biographies of key team members, including their qualifications and experience.
slide3:Simply put, it’s putting structure around how organizations align IT strategy with business strategy, ensuring that companies stay on track to achieve their strategies and goals, and implementing good ways to measure IT’s performance. It makes sure that all stakeholders’ interests are taken into account and that processes provide measurable results. An IT governance framework should answer some key questions, such as how the IT department is functioning overall, what key metrics management needs and what return IT is giving back to the business from the investment it’s making.
slide 5:• Strategic alignment: Linking business and IT so they work well together. Typically, the lightning rod is the planning process, and true alignment can occur only when the corporate side of the business communicates effectively with line-of-business leaders and IT leaders about costs, reporting and impacts.
• Value delivery: Making sure that the IT department does what’s necessary to deliver the benefits promised at the beginning of a project or investment. The best way to get a handle on everything is by developing a process to ensure that certain functions are accelerated when the value proposition is growing, and eliminating functions when the value decreases.
• Resource management: One way to manage resources more effectively is to organize your staff more efficiently—for example, by skills instead of by line of business. This allows organizations to deploy employees to various lines of business on a demand basis.
• Risk management: Instituting a formal risk framework that puts some rigor around how IT measures, accepts and manages risk, as well as reporting on what IT is managing in terms of risk.
• Performance measures: Putting structure around measuring business performance. One popular method involves instituting an IT Balanced Scorecard, which examines where IT makes a contribution in terms of achieving business goals, being a responsible user of resources and developing people. It uses both qualitative and quantitative measures to get those answers.
This document discusses enterprise resource planning (ERP) consulting. It defines ERP systems as software that integrates core business functions like finance, marketing, operations, and human resources. The document outlines common problems with business applications like inefficient processes and unique business requirements. It also discusses current trends in ERP solutions like increased mobility and accessibility of data. An overview is given of a typical day for an ERP consultant, including client meetings, requirements gathering, and system implementation. Characteristics of successful consultants include learning agility, communication skills, and delivering results.
Analytics, IT strategy and Global Sourcing for Healthcare EnterprisesDamo Consulting Inc.
This document provides information about DAMO Consulting, Inc., a management consulting firm focused on IT strategy, global sourcing, and analytics advisory services for large healthcare enterprises and global service providers. It summarizes DAMO's services and experience in areas such as healthcare CXO advisory, cloud and operations strategy, global sourcing, analytics strategy and program management. It also introduces the founder and CEO, Paddy Padmanabhan, and provides a case study of DAMO's work with a large health system client.
Linckers Services India Pvt. Ltd. (Linckers) is a leading financial services company based in India. Linckers offer Audit, Consulting, Financial Advisory, Risk Management and Tax Services to the companies and independent business owners across the nation. Linckers abide by the laws and regulations of the particular region and provide services that in accordance to the prevailing laws in that region.
Linckers has been into existence in the Indian market for almost a decade. Team - Linckers is a panel led by thousands of very strong connoisseurs from the industry. This brings in an added advantage to the services offered to the customers. Team – Linckers works in tandem with the client’s service teams and many a times, supplements so as to create business solutions that are powerful and customized to suit the requirement of the customer.
SolomonEdwards is a privately held professional services firm focused on strategy execution. They provide extensive experience, deep subject matter expertise, and custom solutions to help clients solve critical business issues related to business transformation, mergers and acquisitions, accounting and finance, and governance and regulatory compliance. SolomonEdwards' services include accounting and finance advisory, program and project management, business process optimization, risk management and compliance, transaction advisory, and business analytics. They have industry expertise in banking and financial services, energy, healthcare, technology, and manufacturing.
Hill & Associates is a leading risk mitigation consultancy firm founded in 1992 that is headquartered in Hong Kong and Singapore with 18 offices across Asia and representative offices in the US and UK. The company focuses on providing risk mitigation services to clients operating in emerging and unfamiliar markets in Asia. Key services include risk intelligence, asset protection and enterprise risk management, corporate intelligence, and fraud prevention and integrity risk management. The company aims to help clients safely and efficiently operate in difficult markets through a combination of expertise and local knowledge.
This document outlines the advisory, assurance, and consulting services offered by Syro Accountants. Their advisory services include feasibility studies, venture capital assistance, business valuations, and sales/marketing strategies. Their assurance services aim to improve transparency and reduce risk through audits, agreed-upon procedures, IT audits, and BBBEE verification. Their consulting services provide comprehensive support to private/non-profit sectors and government through financial management, tax, bookkeeping, payroll, and training services. Contact information is provided for their offices in Burgersfort, Pretoria, and Durban.
Riskpro provides risk management advisory and consulting services. It has offices in major Indian cities and alliances in other cities. Riskpro is managed by experienced professionals and aims to be the preferred provider of governance, risk, and compliance (GRC) solutions. It offers services including Basel II/III advisory, corporate risk assessment, IT risk advisory, operational risk reviews, and training. Riskpro works with clients in banking, insurance, corporate, IT, and other sectors.
Riskpro provides risk management advisory and consulting services. It has offices in major Indian cities and alliances in other cities. Riskpro is managed by experienced professionals and aims to be the preferred provider of governance, risk, and compliance solutions. It offers services including Basel II/III advisory, corporate risk assessment, IT risk advisory, operational risk reviews, and training. Riskpro has experience in various industries and can handle large, complex projects through its hybrid delivery model.
Governance has assumed increasing importance in the Indian microfinance sector over the last few years. With the growth in portfolio and outreach of MFIs, intense competition and stricter regulations, the governance practices of MFIs needed to adapt quickly. Strong governance not only contributes to robust growth of the institution but also avoids the possibility of mission drift. There is a need for prudent corporate governance structure to prevent MFIs from committing the same mistakes they made earlier, which led to a crisis-like situation in the Indian microfinance industry in 2010.
In the light of this context, SIDBI’s PSIG programme commissioned MicroSave to assess the “as-is” status of key corporate governance models followed by Indian MFIs, boards’ roles and responsibilities, executive management and oversight, level of involvement in policy development, corporate oversight and strategic planning process and so on.
The study was accomplished and the report was launched in a conference-cum-workshop on June 3, 2015. The conference was attended by industry stakeholders comprising microfinance practitioners, donors and investors, lenders, and industry experts. The conference presentation captures the summary of the report titled, “Governance Practices among MFIs in India” and provides a snapshot of the governance models adopted by MFIs in India.
This document provides a summary of Sridhar Sanagaram's career experience and qualifications. He has over 17 years of experience in finance and accounting roles. Currently, he works as Senior Manager of Finance and Accounts at Getfast Pharmaceuticals, where he is responsible for financial reporting, audits, compliance, and leading a team of professionals. Prior to this, he held finance and accounting consultant roles at other companies, demonstrating experience in areas like statutory audit, taxation, treasury management, and financial analysis.
Protection You Need from the Partner You TrustADP, LLC
Partnering with ADP gives you the advantages of an industry leading advanced platform defense, intelligent detection, automated data protection, fraud defense, identity and access management, and so much more. By embedding multiple layers of protection into our products, business processes, and infrastructure, you can be sure that security remains at the forefront of our business and yours.
Crowe Horwath Jamaica provides risk advisory services to help clients manage governance, risk, and compliance. They offer services such as enterprise risk management, internal control reviews, technology risk assessments, and sustainability reporting to supplement clients' efforts and address risks. Their approach involves understanding each client's business and risks in order to develop customized and practical solutions.
Session 1 - The Value-adding Finance OrganizationStephen G. Lynch
The document summarizes a presentation on transforming finance organizations to be more value-adding. It discusses the goals of becoming more efficient and strategic. It outlines challenges such as complexity, disparate systems and processes. It then provides opportunities to overcome these challenges through standardization, simplification, and global delivery models. The overall message is that high performance is achieved through integrating people, processes, technology and information.
The document discusses IT governance frameworks and best practices for executive management. It outlines five key areas of IT governance in order of importance: IT business strategy, IT value chain delivery, IT risk management, IT resource management, and IT performance and benchmarking. Effective IT governance ensures that IT supports business strategies and objectives, and helps management understand how well IT is achieving its goals, adapting to changes, managing risks, and recognizing opportunities. The document provides questions for boards and executive management to ask to properly govern IT and align it with business needs.
This document is H&R Block's annual report (Form 10-K) for the fiscal year ending April 30, 2009. It provides an overview of the company's business operations, audited financial statements, discussion of risks to the business, information on corporate leadership, and other legally required disclosures. The report is divided into four parts, with Part I discussing the company's business, risk factors, properties, legal proceedings, and other general information. Part II covers stock performance, selected financial data, management discussion/analysis, market risk, and financial statements. Parts III and IV include information on corporate governance, executive compensation, ownership, related party transactions, accounting fees, and exhibits.
Current & Emerging Accounting Developments presented by McGladrey - AICPA Nat...Brian Marshall
McGladrey & Pullen Presentation (Rick Day & Brian Marshall) on Current & Emerging Accounting Developments at the June 2011 AICPA National Audit Committee Forum
McGladrey Revised Revenue Recognition Exposure Draft Webcast – What Does It M...Brian Marshall
The FASB and IASB recently issued a revised exposure draft on revenue recognition after almost a year of redeliberations, with significant changes to the guidance originally proposed.
In addition to covering the revised proposal's major provisions, the webcast (at http://mcgladrey.com/images/media/ws_revised_revenue_recognition.wmv) addressed the approach required to comply with the core principle of the revised proposal including:
- Identify the contract with a customer
- Identify the separate performance obligations in the contract
- Determine the transaction price
- Allocate the transaction price to the separate performance obligations
- Recognize revenue when (or as) each performance obligation is satisfied
McGladrey/AICPA presentation at September 2014 Global Manufacturing ConferenceBrian Marshall
Update on important new accounting and reporting developments over the past year addressing recent technical pronouncements along with accounting projects and proposals from FASB and other standard setters. Topics incude:
- New ASU on revenue recognition
- FASB's recently issued accoutning alternatives for private companies
- Overview of ket, other, new or porposed ASUs
AICPA Webcast "Understanding the New Revenue Recognition Standard" presented ...Brian Marshall
This webcast provides an overview of the new revenue recognition standard and will discuss how to prepare for the transition to the converged standard. This webcast will also outline current and planned AICPA resources to help companies transition to the new standard as it has the potential to reverberate through company processes and systems in significant ways.
http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Accounting/PRDOVR~PC-WBC14031N/PC-WBC14031N.jsp#.U58-xpRdWuo
The document discusses how personalization and dynamic content are becoming increasingly important on websites. It notes that 52% of marketers see content personalization as critical and 75% of consumers like it when brands personalize their content. However, personalization can create issues for search engine optimization as dynamic URLs and content are more difficult for search engines to index than static pages. The document provides tips for SEOs to help address these personalization and SEO challenges, such as using static URLs when possible and submitting accurate sitemaps.
FTA Consulting is a business advisory firm that provides services such as mergers and acquisitions support, tax advisory, audit, and IT consulting to large and medium sized companies across various industries. The firm aims to deliver exemplary client service by combining subject expertise with innovation and technology. FTA is also a member of the Abacus Worldwide alliance which provides access to professional services in over 30 countries.
PBSI aims to help businesses grow by taking care of non-core business support services so clients can focus on key areas of growth. It has experts across various functions like PR, HR, finance, legal and supply chain management that can help with tasks like market surveys, business establishment, resource availability, invoicing, taxation and more. PBSI also offers business planning and strategy services, vendor management, invoice processing, background verification, market surveys, outsourcing, accounting and taxation services, and IT support. Its vision is to provide end-to-end business solutions and a best market environment to help clients grow their business.
ASCENTOR is a professional services organisation providing advisory, forensic, assurance and recruitment solutions to medium and large companies across all major industries in Romania. The firm has built its foundation on the experience of its partners, all from international advisory networks. Our services include advisory, consulting, transactions, recruitment, forensics, litigation support and audit.
This document discusses the pressures facing manufacturing clients, such as globalization, healthcare costs, and competition for talent. It summarizes that Plante Moran can help companies address these pressures through their audit, tax, and consulting services, which are specialized for manufacturers. Their professionals have deep experience working with over 2,500 manufacturers on issues like operations improvement, supply chain management, tax strategies, and more. The document promotes Plante Moran's ability to deliver higher returns through experience working with the manufacturing industry.
0179C-15 CORP Commerical Real Estate - Construction Editable Brochure-EmailDoug Tyce, CPA, CA
The document summarizes the commercial real estate and construction industry services provided by MNP, a Canadian accounting and business consulting firm. MNP offers a wide range of services to help commercial real estate and construction businesses with assurance and accounting, compliance, corporate finance, enterprise risk management, consulting, government relations, succession planning, taxation, and valuation and litigation support. MNP aims to provide strategic solutions and insights to help clients effectively grow, structure, and protect their businesses.
Latitude 12 provides internal audit, risk management, and business improvement services. Their team can provide these services as a fully outsourced solution or by supplementing an existing team. They offer services including risk management, internal audits, compliance reviews, and fraud investigation. Their goal is to help organizations comply with governance standards, identify and monitor risks, and improve processes through cost-effective solutions.
Riskpro provides risk management advisory and consulting services. It has offices in major Indian cities and alliances in other cities. Riskpro is managed by experienced professionals and aims to be the preferred provider of governance, risk, and compliance (GRC) solutions. It offers services including Basel II/III advisory, corporate risk assessment, IT risk advisory, operational risk reviews, and training. Riskpro works with clients in banking, insurance, corporate, IT, and other sectors.
Riskpro provides risk management advisory and consulting services. It has offices in major Indian cities and alliances in other cities. Riskpro is managed by experienced professionals and aims to be the preferred provider of governance, risk, and compliance solutions. It offers services including Basel II/III advisory, corporate risk assessment, IT risk advisory, operational risk reviews, and training. Riskpro has experience in various industries and can handle large, complex projects through its hybrid delivery model.
Governance has assumed increasing importance in the Indian microfinance sector over the last few years. With the growth in portfolio and outreach of MFIs, intense competition and stricter regulations, the governance practices of MFIs needed to adapt quickly. Strong governance not only contributes to robust growth of the institution but also avoids the possibility of mission drift. There is a need for prudent corporate governance structure to prevent MFIs from committing the same mistakes they made earlier, which led to a crisis-like situation in the Indian microfinance industry in 2010.
In the light of this context, SIDBI’s PSIG programme commissioned MicroSave to assess the “as-is” status of key corporate governance models followed by Indian MFIs, boards’ roles and responsibilities, executive management and oversight, level of involvement in policy development, corporate oversight and strategic planning process and so on.
The study was accomplished and the report was launched in a conference-cum-workshop on June 3, 2015. The conference was attended by industry stakeholders comprising microfinance practitioners, donors and investors, lenders, and industry experts. The conference presentation captures the summary of the report titled, “Governance Practices among MFIs in India” and provides a snapshot of the governance models adopted by MFIs in India.
This document provides a summary of Sridhar Sanagaram's career experience and qualifications. He has over 17 years of experience in finance and accounting roles. Currently, he works as Senior Manager of Finance and Accounts at Getfast Pharmaceuticals, where he is responsible for financial reporting, audits, compliance, and leading a team of professionals. Prior to this, he held finance and accounting consultant roles at other companies, demonstrating experience in areas like statutory audit, taxation, treasury management, and financial analysis.
Protection You Need from the Partner You TrustADP, LLC
Partnering with ADP gives you the advantages of an industry leading advanced platform defense, intelligent detection, automated data protection, fraud defense, identity and access management, and so much more. By embedding multiple layers of protection into our products, business processes, and infrastructure, you can be sure that security remains at the forefront of our business and yours.
Crowe Horwath Jamaica provides risk advisory services to help clients manage governance, risk, and compliance. They offer services such as enterprise risk management, internal control reviews, technology risk assessments, and sustainability reporting to supplement clients' efforts and address risks. Their approach involves understanding each client's business and risks in order to develop customized and practical solutions.
Session 1 - The Value-adding Finance OrganizationStephen G. Lynch
The document summarizes a presentation on transforming finance organizations to be more value-adding. It discusses the goals of becoming more efficient and strategic. It outlines challenges such as complexity, disparate systems and processes. It then provides opportunities to overcome these challenges through standardization, simplification, and global delivery models. The overall message is that high performance is achieved through integrating people, processes, technology and information.
The document discusses IT governance frameworks and best practices for executive management. It outlines five key areas of IT governance in order of importance: IT business strategy, IT value chain delivery, IT risk management, IT resource management, and IT performance and benchmarking. Effective IT governance ensures that IT supports business strategies and objectives, and helps management understand how well IT is achieving its goals, adapting to changes, managing risks, and recognizing opportunities. The document provides questions for boards and executive management to ask to properly govern IT and align it with business needs.
This document is H&R Block's annual report (Form 10-K) for the fiscal year ending April 30, 2009. It provides an overview of the company's business operations, audited financial statements, discussion of risks to the business, information on corporate leadership, and other legally required disclosures. The report is divided into four parts, with Part I discussing the company's business, risk factors, properties, legal proceedings, and other general information. Part II covers stock performance, selected financial data, management discussion/analysis, market risk, and financial statements. Parts III and IV include information on corporate governance, executive compensation, ownership, related party transactions, accounting fees, and exhibits.
Current & Emerging Accounting Developments presented by McGladrey - AICPA Nat...Brian Marshall
McGladrey & Pullen Presentation (Rick Day & Brian Marshall) on Current & Emerging Accounting Developments at the June 2011 AICPA National Audit Committee Forum
McGladrey Revised Revenue Recognition Exposure Draft Webcast – What Does It M...Brian Marshall
The FASB and IASB recently issued a revised exposure draft on revenue recognition after almost a year of redeliberations, with significant changes to the guidance originally proposed.
In addition to covering the revised proposal's major provisions, the webcast (at http://mcgladrey.com/images/media/ws_revised_revenue_recognition.wmv) addressed the approach required to comply with the core principle of the revised proposal including:
- Identify the contract with a customer
- Identify the separate performance obligations in the contract
- Determine the transaction price
- Allocate the transaction price to the separate performance obligations
- Recognize revenue when (or as) each performance obligation is satisfied
McGladrey/AICPA presentation at September 2014 Global Manufacturing ConferenceBrian Marshall
Update on important new accounting and reporting developments over the past year addressing recent technical pronouncements along with accounting projects and proposals from FASB and other standard setters. Topics incude:
- New ASU on revenue recognition
- FASB's recently issued accoutning alternatives for private companies
- Overview of ket, other, new or porposed ASUs
AICPA Webcast "Understanding the New Revenue Recognition Standard" presented ...Brian Marshall
This webcast provides an overview of the new revenue recognition standard and will discuss how to prepare for the transition to the converged standard. This webcast will also outline current and planned AICPA resources to help companies transition to the new standard as it has the potential to reverberate through company processes and systems in significant ways.
http://www.cpa2biz.com/AST/Main/CPA2BIZ_Primary/Accounting/PRDOVR~PC-WBC14031N/PC-WBC14031N.jsp#.U58-xpRdWuo
The document discusses how personalization and dynamic content are becoming increasingly important on websites. It notes that 52% of marketers see content personalization as critical and 75% of consumers like it when brands personalize their content. However, personalization can create issues for search engine optimization as dynamic URLs and content are more difficult for search engines to index than static pages. The document provides tips for SEOs to help address these personalization and SEO challenges, such as using static URLs when possible and submitting accurate sitemaps.
FTA Consulting is a business advisory firm that provides services such as mergers and acquisitions support, tax advisory, audit, and IT consulting to large and medium sized companies across various industries. The firm aims to deliver exemplary client service by combining subject expertise with innovation and technology. FTA is also a member of the Abacus Worldwide alliance which provides access to professional services in over 30 countries.
PBSI aims to help businesses grow by taking care of non-core business support services so clients can focus on key areas of growth. It has experts across various functions like PR, HR, finance, legal and supply chain management that can help with tasks like market surveys, business establishment, resource availability, invoicing, taxation and more. PBSI also offers business planning and strategy services, vendor management, invoice processing, background verification, market surveys, outsourcing, accounting and taxation services, and IT support. Its vision is to provide end-to-end business solutions and a best market environment to help clients grow their business.
ASCENTOR is a professional services organisation providing advisory, forensic, assurance and recruitment solutions to medium and large companies across all major industries in Romania. The firm has built its foundation on the experience of its partners, all from international advisory networks. Our services include advisory, consulting, transactions, recruitment, forensics, litigation support and audit.
This document discusses the pressures facing manufacturing clients, such as globalization, healthcare costs, and competition for talent. It summarizes that Plante Moran can help companies address these pressures through their audit, tax, and consulting services, which are specialized for manufacturers. Their professionals have deep experience working with over 2,500 manufacturers on issues like operations improvement, supply chain management, tax strategies, and more. The document promotes Plante Moran's ability to deliver higher returns through experience working with the manufacturing industry.
0179C-15 CORP Commerical Real Estate - Construction Editable Brochure-EmailDoug Tyce, CPA, CA
The document summarizes the commercial real estate and construction industry services provided by MNP, a Canadian accounting and business consulting firm. MNP offers a wide range of services to help commercial real estate and construction businesses with assurance and accounting, compliance, corporate finance, enterprise risk management, consulting, government relations, succession planning, taxation, and valuation and litigation support. MNP aims to provide strategic solutions and insights to help clients effectively grow, structure, and protect their businesses.
Latitude 12 provides internal audit, risk management, and business improvement services. Their team can provide these services as a fully outsourced solution or by supplementing an existing team. They offer services including risk management, internal audits, compliance reviews, and fraud investigation. Their goal is to help organizations comply with governance standards, identify and monitor risks, and improve processes through cost-effective solutions.
S Plan is a business consulting firm based in India that offers services such as business formation, compliances, accounting, taxation, project management, finance, legal solutions, training, HR, IT, and other services. The management team has 5-10 years of experience across secretarial services, financial management, IT, manpower planning, law, and accounting. S Plan aims to help clients grow and solve business problems through practical solutions and expertise across various disciplines.
The document provides an overview of the various advisory services offered by CohnReznick, including:
- Valuation advisory services for financial reporting, taxes, transactions, real estate, and complex instruments.
- Governance, risk and compliance services such as internal audits, IT audits, risk management, and fraud assessments.
- Management consulting services like CFO advisory, business process improvement, supply chain optimization, and budgeting.
- Technology and digital services including IT strategies, data analytics, digital solutions, and cloud implementations.
The document outlines the various advisory services provided by CohnReznick, including:
- Valuation advisory for financial reporting, taxes, transactions, real estate, and complex instruments.
- Governance, risk and compliance services such as internal audits, IT audits, risk management, and fraud assessments.
- Management consulting services like CFO advisory, process improvement, strategic planning, and supply chain optimization.
- Technology and digital services including IT strategy, data analytics, digital solutions, and cloud computing.
- Transaction advisory and M&A consulting for deal evaluation, due diligence, integration, and dispute resolution.
- Cybersecurity services to assess risks and mitigate threats through strategies, assessments, and response
This document provides an overview of management consulting services from Insyght Consulting to improve business performance. It summarizes their approach of delivering measurable value and savings between 10-25% for clients through industry experience across various sectors. Key services outlined include strategic procurement, organizational design, change management, business process reengineering, business analysis, IT services, and performance management. The document emphasizes their commitment to tailored solutions, knowledge transfer, and ensuring sustainability of changes.
We provide audit and assurance services designed to deliver value and ensure confidence of investors, regulators, business partners and lenders in your business. Internal audit is not just a watchdog of activities and internal controls within an organization, it is also a business catalyst, and, if done right, can provide valuable advice to management and the board of directors. We are one of the first ten audit firms registered with the Chamber of Financial Auditors of Romania (CAFR). We are also an ACCA member.
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
Aegis provides outsourcing and advisory services in Trinidad and Tobago, including accounting, tax, payroll, human resources, financial advisory, internal audit, and corporate secretarial services. It aims to help clients focus on their core business by taking on back-office functions. Outsourcing to Aegis allows for accuracy, efficiency, scalability, and compliance while keeping information confidential.
SPlan Corporate Solutions is a consulting firm based in New Delhi and Patna that offers a wide range of services to small and medium-sized businesses, including corporate registration and compliance, taxation, accounting, auditing, legal services, IT services, and investment services. The management team has over 5-10 years of experience in service operations management and related fields. SPlan aims to grow through providing high-quality client services and leveraging the experience and expertise of its management team.
BASICS International is a global professional services firm specializing in assurance support services and data mining and analytics. It has audit and project teams of experts in assurance, internal audit, and data analytics. BASICS provides outsourced audit and data analytics services at competitive rates using a remote delivery model to ensure cost efficiencies for clients. Its professionals are highly trained and include CPAs, CIAs, CFEs, and data analytics specialists with Big 4 audit experience.
Grant Thornton Georgia provides accounting, auditing, tax, and advisory services. It is part of the Grant Thornton International network, which has over 40,000 staff in 725 offices across 130 countries. Grant Thornton Georgia focuses on delivering personalized client service and high-quality work, while also maintaining global standards through Grant Thornton International's quality control processes and methodology. The firm serves clients in various industries such as banking, energy, and manufacturing in Georgia and neighboring countries.
RSM provides finance and accounting outsourcing (FAO) services to help businesses enhance performance and reduce costs. RSM's FAO services include tasks like payroll processing, accounts receivable, financial reporting, and more. Outsourcing these non-core functions allows companies to focus on growing their business. RSM customizes outsourcing solutions using proven methods and leading technology applications. Businesses benefit from outsourcing through increased efficiencies, flexibility, reduced costs, and improved relationships with customers and vendors.
G&C Financials is an accounting and business consulting firm founded by finance professionals to provide outsourced services. The firm has over 50 years of combined experience from major accounting firms and industries. It offers a full range of accounting, auditing, tax, legal, and consulting services. G&C Financials aims to help clients meet deadlines efficiently while reducing costs through leveraging technology and cross-domain expertise.
Presentation by Herman Kienhuis (Curiosity VC) on Investing in AI for ABS Alu...Herman Kienhuis
Presentation by Herman Kienhuis (Curiosity VC) on developments in AI, the venture capital investment landscape and Curiosity VC's approach to investing, at the alumni event of Amsterdam Business School (University of Amsterdam) on June 13, 2024 in Amsterdam.
𝐔𝐧𝐯𝐞𝐢𝐥 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐄𝐧𝐞𝐫𝐠𝐲 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐰𝐢𝐭𝐡 𝐍𝐄𝐖𝐍𝐓𝐈𝐃𝐄’𝐬 𝐋𝐚𝐭𝐞𝐬𝐭 𝐎𝐟𝐟𝐞𝐫𝐢𝐧𝐠𝐬
Explore the details in our newly released product manual, which showcases NEWNTIDE's advanced heat pump technologies. Delve into our energy-efficient and eco-friendly solutions tailored for diverse global markets.
The report *State of D2C in India: A Logistics Update* talks about the evolving dynamics of the d2C landscape with a particular focus on how brands navigate the complexities of logistics. Third Party Logistics enablers emerge indispensable partners in facilitating the growth journey of D2C brands, offering cost-effective solutions tailored to their specific needs. As D2C brands continue to expand, they encounter heightened operational complexities with logistics standing out as a significant challenge. Logistics not only represents a substantial cost component for the brands but also directly influences the customer experience. Establishing efficient logistics operations while keeping costs low is therefore a crucial objective for brands. The report highlights how 3PLs are meeting the rising demands of D2C brands, supporting their expansion both online and offline, and paving the way for sustainable, scalable growth in this fast-paced market.
Tired of chasing down expiring contracts and drowning in paperwork? Mastering contract management can significantly enhance your business efficiency and productivity. This guide unveils expert secrets to streamline your contract management process. Learn how to save time, minimize risk, and achieve effortless contract management.
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Unlock your kitchen's true potential with expert remodeling services from O'Brien Group Inc. Transform your space into a functional, modern, and luxurious haven with their experienced professionals. From layout reconfiguration to high-end upgrades, they deliver stunning results tailored to your style and needs. Visit obriengroupinc.com to elevate your kitchen's beauty and functionality today.
During the budget session of 2024-25, the finance minister, Nirmala Sitharaman, introduced the “solar Rooftop scheme,” also known as “PM Surya Ghar Muft Bijli Yojana.” It is a subsidy offered to those who wish to put up solar panels in their homes using domestic power systems. Additionally, adopting photovoltaic technology at home allows you to lower your monthly electricity expenses. Today in this blog we will talk all about what is the PM Surya Ghar Muft Bijli Yojana. How does it work? Who is eligible for this yojana and all the other things related to this scheme?
Unlocking WhatsApp Marketing with HubSpot: Integrating Messaging into Your Ma...Niswey
50 million companies worldwide leverage WhatsApp as a key marketing channel. You may have considered adding it to your marketing mix, or probably already driving impressive conversions with WhatsApp.
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We take a look at everything that you need to know in order to deploy effective WhatsApp marketing strategies, and integrate it with your buyer journey in HubSpot. From technical requirements to innovative campaign strategies, to advanced campaign reporting - we discuss all that and more, to leverage WhatsApp for maximum impact. Check out more details about the event here https://events.hubspot.com/events/details/hubspot-new-delhi-presents-unlocking-whatsapp-marketing-with-hubspot-integrating-messaging-into-your-marketing-strategy/
2. • Over 80 years dedicated to serving the audit, tax and consulting needs of not-for-
profit organizations
• 5th largest public accounting firm nationally with more than $1.5 billion in revenue
• Nearly 90 offices and more than 7,000 employees in the U.S.
• Largest member of the RSM International (RSMi) – the sixth largest global network
of independent accounting, tax and consulting firms
• Global service footprint includes:
• Presence in 76 countries
• 32,500 people in 736 offices
• $3.9 billion in worldwide revenues
• America’s high value global services firm
Firm Overview
3. • Not-for-profit industry is a focus area for our firm with dedicated national resources to
support our practice
• More than 600 professionals who serve approximately 4,000 not-for-profit
organizations across the country
• Our Mid-Atlantic Practice currently serves more than 900 not-for-profit organizations
including:
• Memberships, Professional and Trade Organizations
• Charitable, Humanitarian, Cultural and Religious Organizations
• Education – including Secondary and Higher Education
• Foundations
• Health Care
• International Organizations
• A majority of our 200 local team members spend 100% of their time working with not-
for-profit organizations
• Professionals participate in continuous training to understand the unique aspects of
serving the needs of not-for-profit organizations
• We provide thought leadership and guidance on industry hot topics including:
– 403(b) audit requirements
– FAS 117-1/ UPMIFA
– FIN 48 implementation
– Fair value measurements and disclosures
• Our industry knowledge and experience enables us to provide meaningful
observations and insights
Not-for-Profit Industry Experience
– Alternative investments
– Governance
– Risk issues
4. Solutions That Fit
Assurance
Operations Consulting
•
Consulting and Information
Systems
•
Risk Management and
Internal Control Services
•
Technology Business
Solutions
•
Federal Award Consulting
•
Forensic Accounting and
Investigative Consulting
•
International Business
Services
•
Charitable Registration
•
Outsourced Accounting
Group
Federal Tax Services
•
International Tax Services
•
State and Local Tax
(SALT) Services
•
Tax Process and Technology
•
Executive Tax Services
•
Retirement Plan Services
•
Tax Compliance
Financial audits
•
Performance Audits
•
Single Audit (Circular A-133)
•
Accounting and financial services
•
Accounting, bookkeeping &
reporting assistance
•
Employee Benefit Plan audits
•
Internal audit development &
evaluation
•
Internal controls evaluations
•
Accounting manuals
Tax Consulting
Solutions that Fit the Not-for-Profit
Industry
5. An audit is more than a report card. It’s intelligence to help you run your organization
better. Our audit services provide insightful analysis and reliable results.
• Financial audits
• Performance Audits
• Single Audit (Circular A-133)
• Accounting and financial services
• Accounting, bookkeeping & reporting assistance
• Employee Benefit Plan audits
• Internal audit development & evaluation
• Internal controls evaluations
• Accounting manuals
Assurance Services
6. Tax services
• Tax compliance/IRS examinations
• Unrelated business income
• Procuring and preserving organizations
exempt status
• Compensation and employee benefits
Tax compliance services
• Compliance
• Compensation arrangements
State and local tax services
• Income and franchise tax consultation
and planning
• Audit defense
• Multi-state restructuring
• Voluntary disclosure agreements
• High-income audits
Tax Services
• Lobbying/political activities
• International tax
• Mergers, acquisitions and restructuring
• Apply for tax-exempt status
• Unrelated business income
• Tax attributes/matrices
• Advisory opinions/ruling requests
• Managed and certified audits
• Sales and use
• Accounts payable disbursement review
We understand your challenges and can provide the expertise and resources to help you
overcome them and achieve your strategic objectives. We can help you manage your
organization’s unique state and federal tax obligations.
7. Enhancing your company’s value through a range of business focused services.
Our consultants are focused on listening to your needs. Our services are designed to help you
succeed. Companies today face a myriad of complex business challenges. To help navigate
through these challenges, RSM McGladrey consultants provide a comprehensive range of
services in the areas of:
We offer a customized approach to our services that is based on your needs — combining in-
depth industry knowledge and a longstanding commitment to our clients’ growth.
McGladrey Advisory Services
Operations
Consulting
and
Information
Systems
Risk
Management
and Internal
Controls
Technology
Business
Solutions
Federal
Award
Consulting
Forensic
Accounting
and
Investigative
Consulting
Industry Specific Advisory Services
8. Often not-for-profits need help refocusing their strategy, operations, and human capital to
operate as efficiently as possible. Objective, third-party recommendations regarding
business plans and systems can help provide assurance that these areas are working
effectively and efficiently or to identify areas in need of improvement.
• Focused operational reviews
• System selection
• Business continuity planning
• Security review and planning
• Business process improvement
• General projects
Operations Consulting
9. Not-for-profits share many of the concerns of commercial organizations — to increase
revenues, reduce costs and operate effectively. RSM McGladrey has the expertise, tools,
and extensive network of resources to help your organization achieve higher levels of
performance.
• Management consulting
• Business software implementation
• Strategic business planning
• Technology architecture and design
• Governance advisory services
• Financial and accounting services
• Development and fundraising
Consulting and Information Solutions
10. We provide risk management expertise and a full range of technology risk management
services to help assess and establish appropriate safeguards for an organization’s
information system.
• Internal audits
• Sarbanes-Oxley
• Quality assurance review
• Internal controls
Technology Risk Management Services
• Business continuity planning to minimize the impact of disruption to operations
• Information systems controls review
• Network and application security review to protect organizations members’ and
constituents’’ information
• SAS70 readiness review
• SAS70 audit
• VISA payment card industry data security review
Risk Management
11. It is important for not-for-profits to utilize the appropriate process enhancements,
technology and software to improve their organization’s operations. Enhanced
performance includes faster, more efficient access to information and helps maximize
value to constituencies by offering a higher level of service. Through effective
implementation of technology solutions, we can help you reduce your costs, increase
profits and meet your strategic objectives.
• iMIS15
• MicrosoftTM CRM
• Microsoft DynamicsTM GP
• Microsoft DynamicsTM SL
• Sage MIP Fund Accounting
• Deltek
Technology Business Solutions
12. Our varied government and industry experience within this sector will provide
your organization with an unmatched, competitive advantage. We can help
maximize your profitability and achieve your short-term and long-term objectives
by providing assistance pertaining to:
• GAP analysis
• Quarterly claims analysis
• Strategic pricing support
• Dispute resolution
Federal Award Consulting
13. Forensic Accounting / Investigative Consultin
Proactive fraud preventing and planning services
• Fraud response planning
• Fraud risk assessments
• Corporate governance assessments
• Internal control review and assessment
• Identification and measurement of fraud risks
• Implementation of preventive, deterrent and detective measures
• Mitigation of fraud risks
• Enterprise risk assessments
• Fraud prevention and ethics training
• Oversight and compliance process development
• Due diligence
Reactive forensic accounting and investigative services
•Financial fraud investigations
•Quantification of fraud damages
•Policy non-compliance issues
•Asset misappropriation & employee embezzlement
•Reconstruction of restatement of financial records
•Conflict of interest cases
•Investigatory data analysis and extraction
•Regulatory non-compliance issues
•Fidelity bond investigations and claims
14. Additional Services
Retirement Resources
• Actuarial consulting services
• Defined contribution plan services
Charitable Registration
• Aid in streamlining entire registration process
• Provide project management skills
• Information gathering
• Review supporting documents
• Prepare mailings
• Compile supplemental materials
• Hands-on training
Outsourced Accounting Group
• Permanent, full time positions
• Temporary, full time positions
15. • International practice providing
assurance, tax and consulting services
• $3.9 billion combined fees
• 32,500 people
• 3,150 partners worldwide
• 736 offices in 76 countries
• Only U.S. firm to maintain an international
service office to manage and coordinate
international engagements
• Common global methodologies, standards
and quality assurance programs
RSMi Locations
16. International Business Services
Audit, accounting and business
services
• Audit and assurance
• IFRS
• Business services
• Strategies for business growth
• Financial management
Corporate recovery and insolvency
Tax
• Corporate tax planning
• International tax planning
• Personal tax planning
• Personal wealth management
• Transfer pricing
Consulting
• Technology
Risk management
• Enterprise Risk Management (ERM)
consultancy and risk management
software
• Fraud prevention, investigation and
forensic accounting services
• Internal audit
• SOX compliance audits
Transaction services
• Transaction support
• Capital markets
• Mergers and acquisitions
• Disposals
• Deal origination
As a global “full suite” provider of business services and solutions, McGladrey has
advised thousands of not-for-profit organizations engaged in international business. We
are the only
U. S. consulting firm to maintain a dedicated international office (IO) for the management
of international client engagements.
17. Relationships: We Strive to Understand
Excellence: We Never Stop Learning
Integrity: We Earn Trust
Unity: We Are McGladrey
By consistently living these values, we create success for our clients, our people and
our firm.
Vision
We will be known as the only global firm with the “local” touch that brings world class
assurance, tax and consulting expertise to our clients through enduring – relationships
built on genuine understanding and trust.
Our Core Values and Vision
18. It’s all about understanding you –
Your business. We seek to understand your business models, internal processes,
objectives and preferences.
Your industry. Our deep understanding of the not-for-profit industry and its general
business functions and operations allows us to bring more innovative ideas to the table.
Your challenges. We are proactive in identifying challenges that may affect your
business. We seek out the chance to provide tangible value and uncover opportunities for
you.
Once we understand, we bring fresh insights and tailored expertise to help your
organization succeed.
The Power of Being UnderstoodSM
19. One McGladrey
One Firm. We give you access to our best resources, matched to meet your specific
needs, regardless of geographic boundaries.
One Voice. We work with you to understand your business, develop relationships and
provide seamless , world-class service.
One Culture. We value our people and are focused on providing client service excellence.