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

Transaction Advisory Services (TAS)

Business owners need access to specialized transactional services. Combining our established expertise with that of select strategic partners, HBK’s dedicated TAS practice provides business owners with senior-level merger and acquisition direction on sale, acquisition, valuation and capital-raising initiatives, as well as both buy and sell-side due-diligence reviews and quality of earnings analysis reporting.

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

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

High Performance

Leading a business, or any organization, requires clear purpose, vision, and discipline. High Performance helps organizations become more productive and profitable by creating better cultures. Our dynamic leadership programs have reshaped companies, from stagnation and paralysis to highly competitive and successful organizations. Our services include:

• One-on-one coaching
• OnLead group training for new managers
• Building a Powerful Culture
• Vision Casting
• Recruiting and retention strategies
• Maintaining culture with a remote workforce
• Managing anxiety and reducing burnout
• Crisis management
• Culture assessments and evaluation
• Personality testing and evaluation
• Workshops/Webinars/Speaking engagements