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Additional Resources
We Offer
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For more information visit -
www.bonadio.com |
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Audit and Accounting
Administrative cost reviews
Cash flow and projections and forecasts
Compiled or reviewed financial statements
Comprehensive monthly bookkeeping
Corporate compliance plan development
Cost report preparation and certification
Internet based accounting/bookkeeping |
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Building Cost Segregation Studies
Analysis of reclassification opportunities
Cost estimations and analyses
Engineering analysis
Expert testimony or representation |
Business Valuations
Analysis: buy opportunities
Buy/sell agreements
Divorce resolution
Fairness opinions
FAS 141 & 142 implementation
Opportunity analysis
Representation: buyer or seller
Shareholder dispute resolution |
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Financial Planning/Wealth Management -
Ind.
Bonadio Capital Advisors
Personalized money management
Insurance planning and review
Education planning
Estate planning |
Financial Services/Benefits - Group
Compensation and Benefits Planning (Bonadio Financial Services)
Plans: deferred compensation; cafeteria; defined benefit; ESOP
Qualified pension planning
Business continuity and succession
Insurance (The Bonadio Agency)
Property and casualty
Group and individual life, disability, medical |
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Management Consulting - Human Resources
Collaborative Search
Compensation studies
Contract finance professional
"Executive coaching, development, outplacement"
Organizational design
Performance measurement reviews
Employee surveys |
Management Consulting - Financial
Accounting systems analysis and implementation
Banking relations
Bankruptcy and workout assistance
Costs accounting
Financial statement statistical and ratio analysis
Internal audit outsourcing
Projections and feasibility studies |
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Management Consulting -
Strategic/Business Planning
Business analysis of change of ownership
Business planning/preparation
Projections and feasibility studies
Purchase/sale of business planning
Strategic planning
Succession planning |
Management Consulting - Operations
Cost reduction programs
Customer satisfaction programs
Customer surveys
Finance department operations review
Operational/procedural assessments
Profit improvement programs
Turn-around programs
Workplace and facility evaluation |
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Mergers/Acquisitions/Divestitures
Buyer representation: due diligence, financing, and negotiations
Financial advisory services: IPO assistance
Private placement of debt and equity securities
Seller representation: offering memoranda, negotiations, tax
planning |
Management Consulting - Technology
Information
technology long range plans
IT Business and security reviews
Software needs analysis and project management
Software sales, installation, support, training |
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Risk Management
Actuarial Loss Forecasting & Loss Reserve Funding
Hard Market Risk and Insurance Analysis
Financial cost benefit analysis of self-insured programs
Risk Management Information Systems
Risk Management Program Administration
Risk Management Strategic Planning
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Payroll Services
1099 reporting
401k, 414h, 457 tracking/reporting
Cafeteria and 125 deductions
Direct deposit
FICA tip credit reporting
Processing services
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Tax Planning & Preparation
Corporate tax planning/preparation
Divorce and support issues
Estate planning
Family partnerships
Individual tax planning/preparation
Maximizing work incentives
Minimizing tax liabilities in mergers/acquisitions
Multi-state tax planning
Tax implications of compensation and benefits
Taxing authority representation
Trusts
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Regulatory/clinical consulting
Activity based cost analysis
Billing, coding and collections operations
Certificate of need applications
Compliance plans
Fee schedule analysis
Forensic fraud auditing
Internal coding and documentation audits
Managed care consulting, negotiations
Medicaid compliance
OMRDD State Certification Assessment
Outpatient billing audits
Physician compensation plans
Practice productivity improvements and expense reductions
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