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Special Projects Take advantage of our specialized services to help solve other common problems that your business may face Next Level Thinking Agency Audit Representation Porte Brown s Governmental Compliance Practice Group represents companies and individuals before the Internal Revenue Service Illinois Department of Revenue Department of Employment Security and other state revenue departments Accounting Software Selection Implementation Next Level Thinking Efficient financial management directly translates into informed business decisions regulatory compliance better forecasting and overall a well managed organization By implementing a solid growth strategy your organization can focus on its strengths identify ways to fix its limitations correct system bottlenecks and expand on its core business processes Porte Brown wants to take you from average to Awesome The Customized Approach Porte Brown believes it is in our clients best interest to take a highly personalized approach when developing strategies for their organization s future We work with our clients to tailor a specific plan based on their distinct needs If no two businesses are alike then why should your company s financial strategies be any different Dedicated Industries Selecting a professional who knows your industry is vital when it comes to operating smoothly and efficiently Porte Brown services clients across a wide spectrum of industries including Manufacturing Distribution Construction Contractors Not for Profit Professional Services Grocery Food Services Individuals Healthcare Transportation Logistics Selecting or upgrading your organization s accounting software system is a crucial and costly decision Working together we discover how your business currently performs its processes identify business process enhancements and determine how technology can be used to improve your operations Business Valuations Whether it is for a business acquisition an exit strategy for retirement or a divorce property settlement having the right information on hand can mean a world of difference We help our clients take a proactive approach so they have all of the relevant information on hand before a decision needs to be made Buying Selling a Business Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business Our competent staff has experience to guide you through the acquisition disposition process by addressing such issues as cash flow analysis and tax considerations Pension Plan Design Implementation Porte Brown works with an employer to ensure that future pension design reflects both the long history and features of their organization but also the current and future challenges they will face We can work with you at all stages of the process from a strategic pension review to designing the relevant tactical elements needed to deliver the solution to employees PorteBrown ACCOUNTANTS ADVISORS Menu of Services Wealth Management Retirement Planning Debt Management Estate Planning Education Planning Tax Planning Business Planning Investment Planning Income Protection and Asset Preservation Insurance Visit website directly at www pbwealth net PorteBrown WEALTH MANAGEMENT Securities offered through Avantax Investment ServicesSM Member FINRA SIPC Investment advisory services offered through Avantax Advisory ServicesSM Member FINRA SIPC Insurance services offered through an Avantax affiliated insurance agency www portebrown com 2022 Porte Brown LLC All Rights Reserved We Help You Get to Your Next Level TM

Level 1 Level 2 Level 3 Professional assistance to help you run your business and comply with tax laws and banking requirements Gain control and direction in your business and personal financial matters We actively assist you in interpreting financial data and key performance indicators Services designed to grow your business We provide detailed planning consultations with strategic goals in mind to increase profits and build long term value Tax Return Preparation Tax Planning Projections Business Value Improvement Our certified public accountants are constantly monitoring developments in tax laws and policy changes to better provide businesses and individuals with accurate and timely support for tax related matters from the local level all the way to the federal level We assist our clients with their tax needs by providing precise and timely tax counsel on the federal state and local levels We specialize in identifying possible deductions and credits to utilize and will help your business strategize to find the best financial path forward Utilizing the Value Opportunity Profile VOP Porte Brown can effectively and efficiently roadmap value improvement initiatives and improve your organization s sustainable growth capacity Compliance Financial Statements Preparation From a simple business loan application to a complex financial report prior to a sale or merger Porte Brown can help put together the necessary statements you need quickly and efficiently Payroll Tax Services Porte Brown helps businesses manage a wide variety of tax obligations including payroll taxes Our team of professionals stays well versed on all payroll regulations so you don t have to We assist in managing the deductions filing the returns and maintaining records Sales Tax Services Nexus Depending on your company s presence in another state via inventory sales representatives etc your company may be responsible for applicable taxes in multiple states We help clients anticipate their potential exposure and take a proactive approach for reporting purposes Outsourced Accounting Whether you want to add expertise to your existing team or completely outsource your accounting and finance functions we offer reliable and economical options for your monthly quarterly and long term reporting needs Performance ROI on Capital Expenditures Porte Brown can help your business develop an ROI plan to achieve a sustainable business model Capital expenditures are a necessary expense of business and it is vital to develop a concrete plan for future capital acquisitions Cash Flow Budgeting Analysis Maintaining an accurate cash flow estimate is important for determining a budget s size during a fixed period of time Porte Brown assists our clients set up accurate budget projections as a useful means for tracking cash receipts and expenditures Fixed Asset A company s fixed assets are difficult to accurately attach a value Porte Brown s Valuation Team can help your business determine the value of its tangible assets to both preserve the value of the business and prepare for a possible business sale Financial Forecasts To help your business manage its finances a financial forecast is an ideal way to get an estimate of future financial data We will help make sense of the projection data and identify future revenue and spending expense trends Bookkeeping Write up Insurance Audit Our write up services help by maintaining your entire accounting and transactional information create financial statements account receivables account payables general ledger manage account reconciliation manage fixed assets perform tax filings handle payroll and more An accurate insurance audit is an easy way to ensure your business is not paying a higher premium than is absolutely necessary for its particular exposure risk We assist our clients throughout the entire audit process to help save money and time Estate Trust Tax Preparation Planning for your family s needs and working through the issues that arise when a family member dies can be daunting and complex Porte Brown can help advise you on financial solutions to these very personal and important issues Investment Review An investment review can help determine if your current investment portfolio meets your financial objectives We conduct thorough reviews while providing possible investment alternatives and options Lending Financial Services Support Porte Brown provides our clients with lending and financial service advice and guidance This includes support for documenting and tracking loan payments identifying potential lending liabilities and increasing efficiencies Quarterly Financial Discussions Porte Brown will help make sense of your quarterly financial information by taking time to analyze your financial data and trends to give you a clear picture of the state of your business QuickBooks Setup Consulting QuickBooks is designed to manage payroll inventory and sales We help our clients select the right software for their business needs and then develop an implementation plan to get their company up and running on time and within budget Activity Based Costing ABC is an ideal way to determine your company s true overhead expenses We will help your business identify hidden expenses from activities that occur during a product s construction and then assign a value or cost onto the activity Strategic Strategic Planning Session Porte Brown can facilitate a Strategic Planning Session to help you identify and define goals to improve your business operations and develop strategies both for the short and long term Estate Planning Having a current and accurately drafted will or trust is vital to ensuring your assets and possessions are distributed according to your final wishes Porte Brown will help you draft an estate plan that leaves nothing to question and details who gets what when and how much Employee Benefit Plans Porte Brown specializes in safe harbor 401 k and cross tested plan design as well as non qualified deferred compensation plans As the Third Party Administrator our goal is to assist the plan sponsor in meeting their fiduciary responsibilities IT Strategic Plan We specialize in planning and implementing business software systems that enable our clients to grow their businesses and overcome challenges We assess our clients operations and then recommend hardware and software configurations that will simplify and automate complex business tasks Monthly and or Quarterly Progress Meeting Porte Brown provides recurring progress meetings as a way to keep our clients better informed of their financial data This includes periodic analysis and interpretation of financial statements as well as strategic advice for potential growth and or efficiency solutions to consider Insurance Planning Porte Brown helps protect our clients finances from the unexpected and ensures their family is financially secure by discussing and identifying the right amount of life and liability insurance for their specific financial needs Education Planning Porte Brown can help you set up an effective education plan for your family involving asset allocation tax planning estate and generation skipping planning asset protection planning and financial aid considerations Business Succession Planning Every business needs a transition plan whether for growth or eventual retirement We have a Certified Exit Planning Advisor who leads our experienced team in complex partnerships including those involving family relationships Retirement Planning Since retirement and benefit plans vary from business to business our consultants are trained to recognize the uniqueness of each plan and take a proactive and personal approach to designing a plan Our strong understanding of employee benefit plans allows us to optimize our administrative services and identify your specific retirement goals Investment Planning Striking the right balance between risk and reward can be difficult when developing an investment portfolio Porte Brown will help you optimize your portfolio so your investment program can successfully manage the ups and downs of the market cycle