Dean T. Carson II, C.P.A.
This page is in Draft Format but open to read... will be adding more on the actual "Research" skills element but for now this connects you to more of our abilities and knowledge:
Accounting, Taxes, Finance, Compliance and related needs are all supported by Research skills in addition to experience, knowledge and teamwork. We connect to the Government (Federal, State and Local), Industry Groups, Sector knowledge and Business Resources to best meet the needs of Clients on Services. Since we are actively engaged in Research on a daily basis it means that we have a broad bay of knowledge and awareness that can be selectively channelled into the specific path needs that are most relevant to your Financials and related services.
Our Practice is a place where years of Independent efficient consulting meet resourceful and efficient skills with Accounting, Taxes, Compliance, Research and more to best support Client needs. In the time of Dodd-Frank and in the midst of Economic challenges in the broader Economy - we are proud of the unique abilities we have brought together as a solution set for Financial Decision Makers.
Our goal is overall to support your needs as a Financial Decision Maker with Insight and Compliance. We use skills from Hands on Experience, CPA knowledge, training on the CFA Path and a strong apptitude for Compliance and foundational Legal Research of Governmental Regulations and Incentives to best support Clients by broadly considering needs and then focusing Top Down to assist. This is in exact compliment to the ground up skills of hands on experience in building Financials through Accounting, Operations, providing Analysis and building, modifying and maintaining Financial Data systems through Ledgers, Financials and Analysis packages.
Most of your needs can be covered either through Our hands on skills, knowledge, teamwork and research. If your needs are so unique as to require a speciliast in support the AICPA Standards of Services specifically pertain to the avenues where we can bring in those additional services to assist. It's about Client needs and the way we meet those needs with sound compliance to the larger structure of Government Rules and Industry Standards.
We are here to support your needs on Services and where Research can assist on that process we have unique skills to add additional value on services.
Our Government provides the relational structure for Business, Non Profit and Individual Financials at the Federal, State and Local levels to varying degrees. Common points of reference are Taxation, Labor, Retirement and Pension Plans (ERISA, TAFT-Hartley et. al.) and more.
Regulatory Accounting / Taxation & Compliance:
The Federal and State Governments prescribe Taxation and Regulatory Accounting rules which All Accountants must follow to be in compliance.
The connecting points of Governance that are known to all is that (nearly) all things run through the Law via Legislation and enacted Laws from the Legislative Branch or through subsequent related Enacted Executive Branch Rules.
With the specific goal of being of the greatest potential support to Financial Decision Makers in Government, Industry, Non Profit and Individual roles we work to better connect with Federal, State and Local Governance to better support your needs. This is possibly an advantage where you seek RFPs, Grants, are seeking Eligible Tax Deductions and Credits, are proactively looking to be Compliant or for other related needs like keeping you aware of Governmental events that may influence your financials through the legislative process or through the executive branch rule making process.
We simply consider that the opportunity to be readily aware of and connect with your needs through understanding and insight is another dimension of being the best we can be in supporting your leadership needs.
Contact or e-mail email@example.com
From the Realm of Industry comes the Guidance of Accounting under GAAP, IFRS or other Comprehensive Basises of Accounting. On the First tier we connect with the knowledge of FAF, FASB, GASB and IASB (for IFRS) to meet the current Accounting Standards.
On the next tier we consider the knowledge gained from Experience in Financial Services and specifically through Investment Management and Investment Banking experience to consider your Industry, Sector and Market for needs. While there is always more to learn and growth in knowledge we find that in the Industry Analysis there is helpful knowledge that can clearly add value on services through awareness.
The Industry be it General Business or Financial Services is Guided by Standards, so when we consider your specific Business and needs on Services we follow the Industry and Sector for insight, to line up with not solely the Authoratitive references, but also the on the ground experience in the current marketplace to better consider where we meet your Business.
We have additional specialized skills for Management Accounting and Advanced Managerial Finance that may be relevant to your needs on CFO support functions and operations. Feel free to inquire where you have matching needs. The general point is that these skills add value on tracking costs and building insight to manage expenses and profitability at operational levels.
Every Business line has unqique elements but the consistent underlying is the commonality of Accounting in Structure and the way that you connect to the Larger Environment through Regulation of Taxation, Financial and other Compliance and Accounting.
Using the common framework of Accounting and Analysis, of knowledge of Regulation, Taxation and Compliance and then through the specific Technical Resources that exist in many places - we adaptively connect to the specific needs in your Business Line.
So while the core Experience is Financial it's a great start since we all interact with Financial Markets in some capacity. The corresponding skills on hands on accounting, knowledge, research, and teamwork work together to support your Business line in any sector or capacity of Compliant Business.
Contact or e-mail firstname.lastname@example.org
Non Profits are uniqe and for the right reasons you are protective of your Non Profit and the Non Profit Community, and yet as unique as the Industry is in the dimension of a Socially Beneficial Mission you connect exactly to the framework of Accounting, Financials and Controls that are portable to any environment.
For Financial Transparency, reinforcement of Custodial Duties and strong controls to better protect your socially beneficial mission we work with hands on skills, knowledge, teamwork and research to better support your mission and the fiduciary trust of the Donors who you need to provide Insight and Transparency for.
We know that your mission is to work effectively with Finances to maximize beneficially yields to your purspose and we work with you to help you better meet this goal with Financials in Transparency and through Insight. For your Form 990 compliance, for your Financials and your Operations.
Contact or e-mail email@example.com
We care about your Financials and value your role as a Decision Maker.... we welcome your business...stay tuned or call for updates
SIFMA's guide to Investing in Bonds http://investinginbonds.com/
ICI's Mutual Funds Guide http://www.ici.org/#investor_education
NYSE's Investor Guide http://nyse.nyx.com/learningcenter
We cover all sectors but have specific expertise in the complexity of Financial Services Industry reporting where Four lines of needs meet for External Financials, Management (Internal) Financials, Regulatory (SEC, FINRA et al) Financials and Tax Financials. Which is great because we have managed ALL 4 lines simultaneously and in any Non-Financial line you are (generally speaking) likely to only have the External, Internal and Tax Lines ( 3 lines of Reporting).
With the general advice that when you have managed the greater degree of complexity in 4 lines of Reporting on Financials, it makes it just that much easier to scale down to 3 lines. This does not diminish the importance of any line of business, but it does communicate the broader awareness of complex reporting lines.
In addition to the lines noted above we connect with Federal and State Regulations to support Entities with needs on Banking, Insurance, Securities Businesses, Credit Unions or other lines. While we are not currently PCAOB registered (and can pursue that process where relevant to needs). We are open to ALL other lines of needs beside Audit as applicable to your Regulated Business - Accounting, Taxes, Advisory, Project Work and more are all viable opportunitites.
One of the great things that I have really enjoyed about Building this practice is the way that we have built out avenues through research to respond to the needs of Financial Decision Makers. We adapt to the ways that your sector connects to Accounting, Taxes, Compliance,Government Rules,Â Industry Standards and wide ranging related resources andÂ knowledge to support your Decision Making Process. Â The Goal of this research is to better support your needs as a Financial Decision Maker with efficiency and Insight.
We are still building out this page to reflect our current thoughts in the Areas of Accounting, Tax and Compliance Research.
Connecting the line with Government, Industry, Business, Non Profit and Individual Research to support Financial Decision Making in Broad Areas.
Stay tuned for more here..
Currently in Beta:
Updates for Financial Decision Makers in the Economy: