Efficacité CPA & Tax Advisory
CPA Consulting Services
Advisory work delivered by licensed professionals - when the answer needs more than a tax return.
Services
Financial Consultancy
Fractional CFO and financial consulting - cash, capital, forecasting, and the hard decisions in between.
- 13-week cash forecast and management
- Operating and 3-statement financial models
- Capital structure and lender package
Human Resources Services
HR consulting and ops support delivered by experienced practitioners - policies, payroll, compliance, and the hard people moments.
- Employee handbook and policy development
- Multi-state HR compliance
- Payroll administration support
Intercompany Agreements
Intercompany agreements drafted to match what your transfer pricing policy actually says - and what the IRS will expect to see.
- Services and management fee agreements
- IP licensing arrangements
- Intercompany financing agreements
Evaluation Reports
Independent evaluation reports for buy-sell, gift, estate, and internal decisions - prepared to recognized professional standards.
- Business valuation for buy-sell
- Gift and estate valuation reports
- Purchase price allocation
Independent Audit Support
Make audits painless - audit-readiness, workpapers, controls documentation, and external auditor coordination on your side.
- Audit-readiness assessment
- Workpaper preparation and review
- PBC list management