Accounting

Turn your accounting information into an asset through a proactive approach that understands your financial landscape, and helps you seize opportunity while mitigating risk.

• Financial Statement Preparation
• Other Basis of Accounting Services
• Public Company Audit Assistance
• Write-Up Services

Assurance

Reassure investors and lenders and comply with government rules and regulations through easy-to-understand, audited financial reporting.

• Agreed-Upon Procedures
• Audit Services
• Financial Benchmarking
• Financial Forecasts and Projections
• Fraud Risk Assessment
• SOC Reporting
• Internal Controls and Fraud Prevention

Tax

Enjoy the benefits of proactive tax planning as we design and implement strategies that address the most pressing tax challenges.

• Tax Preparation Services
• Cost Segregation Studies
• Estate and Gift Tax Planning
• Estate Planning Services
• Federal R&D Tax Credit
• Federal Tax Consulting
• International Tax Services
• Personal Income Tax Planning
• State and Local Tax Consulting
• Sales and Use Tax Consulting

Client Accounting & Advisory Services

Using cloud-based solutions to provide accurate, timely and universally accessible accounting records, including payroll, virtual CFO, budgeting, cash flow analysis, industry benchmarking, key performance indicator reporting and other financial management services

Risk Advisory Services

Navigate the digitized, data intensive world of business with help from our professionals who will assist you in designing and implementing solutions to manage risk, protect your assets, instill governance, and help ensure compliance with a budding inventory of applicable regulations.

• Compliance and Assessment
• Advisory Services
• Cyber Security Services

Corporate Finance

Selling or acquiring a business or its assets requires the strategic, financial and legal expertise of corporate finance specialists. The HBK Corporate Finance team helps you navigate these transactions.

• Acquisition Advisory
• Capital Raising
• Company and Asset Sales and Divestitures
• Strategic and Advisory Services

HBKS Retirement Plan Services

HBK’s affiliated wealth management firm, HBKS Wealth Advisors, maintains a Retirement Plan Unit to work with employers to develop and maintain qualified retirement plans that accommodate today’s complex and challenging regulatory environment.

• Conflict-free, Open Architecture
• Fee-based, Revenue-Neutral Pricing
• Fiduciary Monitoring of Investment Options
• Helping Plan Sponsors Manage Fiduciary Responsibility
• Monitoring and Benchmarking Retirement Plan Fees and Expenses
• Participant Education and Counseling

HBKS Wealth Advisors

HBKS Wealth Advisors offers a comprehensive solution to protect and grow your wealth. Your wealth management plan is specifically designed to address your unique challenges and achieve your desired objectives.

• Business Succession Planning
• Financial Planning
• Insurance Services
• Investment Management
• Personal Retirement Planning
• Retirement & Benefit Services
• Wealth Planning

Valuation, Litigation & Forensics

HBK Valuation, Litigation & Forensics professionals are highly experienced, credentialed experts who handle valuation and litigation cases for individuals and companies across a wide variety of industries and markets. Areas of expertise include:

• Estate and Gift Tax Valuations
• Financial Reporting Valuations
• ESOP Valuations
• Family Litigation Support
• Succession and Family Wealth Planning Valuation
• Commercial Litigation & Economic Damages
• Bankruptcy
• Forensic Accounting & Fraud Investigations

HBK High Performance

HBK High Performance was born from this conviction: Within every person lies both inherent value and unique purpose. HBK High Performance equips people to discover their worth and connect to their purpose in order to lead fulfilled and impactful lives in business, relationships and community. HBK High Performance specializes in workshops and seminars, one-on-one coaching and business consulting, online courses and training curricula. Through these tools, we help people and organizations unlock their passions and successfully carry out their purpose.

• Products
  We train and support. We take a no-trainee-left-behind approach to training. Once you've been through one of our programs, we stay connected with our clients for support and results.
• Coaching
  Who wants cake if they can't eat it too? Your coach will help you stay balanced in your professional and personal life, so you can have the best of both worlds. We want you to have your cake and eat it too!
• Speaking
  Do you need an experienced speaker who can move an audience to action? We've done well over 1,000 speeches and can custom create speeches to your themes or we can repeat one of our previous topics.