Interim CFO Services
Accounting support
SEC Consulting

PPMT is a leading provider of interim CFO services, Tax, Accounting support and SEC consulting to businesses & family offices

Services

CFO Services

We lead your accounting and finance department and provide oversight in the preparation of historical information and analysis, to better plan for future profitability. Our services include: 

  1. -Accounting systems & controls review 
  2. -G/L selection & conversion 
  3. -Forecast and Budget Review 
  4. -Board Presentation 
  5. -Banking and debt financing 
  6. -Risk management & Strategic planning 
  7. -Business reorganization  

Small Business Services

  We offer a wide range of consulting services to help you improve business operations, boost efficiency and increase the bottom line. We apply the 5P's to your business; Plan, Prepare, Passion, Process, and Profit. The following are some of the services we provide: 

  1. -Business planning 
  2. -Accounting system set-up 
  3. -Financing -Bookkeeping 
  4. -Reorganization of business 
  5. -Payroll services 
  6. -Internal Control Review   

Tax Services

We treat each tax return/issue as if it was our own. Whether you are an individual, business or a publicly held company, our CPAs and Business Advisors can address the following: 

  1. -Federal taxation 
  2. -State and local taxation 
  3. -Sales and use taxation 
  4. -Property renditions 
  5. -Representation of clients before the IRS and various state taxing authorities 
  6. -Tax Planning     

SEC Consulting

  We are available to help you prepare or review any SEC filing, in conjunction with your SEC attorney. We can also help you to ensure you are filing the right document at the right time to achieve your business or capital goals. Our services include: 

  1. -Financial statement preparation 
  2. -Registration statement preparation 
  3. -Audit preparation 
  4. - Stock option valuation 
  5. -Reverse mergers 
  6. -Mergers and acquisitions  


Human Resources & Recruiting

  We help you to meet your human resource or staffing needs through the following: 

  1. -Recruiting 
  2. -Human Resource Oversight 
  3. -Policies & procedures implementation   

What can PPMT do for you?

We augment your in house finance function.

The finance function of high growth companies often faces uniques stresses. Let's face it, when the CFO is on the road 24/7 supporting capital raising activities, the core functions tend to get stressed.  PPMT augments the financial office freeing up resources to address critical growth requirements. Management can focus on essential projects with the comfort that PPMT has core functions professionally managed. 

We provide specialized SEC & IRS regulatory expertise.

Growth company finance departments are inevitably challenged by the demands of regulatory agencies.  Whether preparing for an IPO or working through a tax audit, PPMT routinely supports these tasks with experts in each regulatory area.

Private Equity Services

We provide a comprehensive set of pre and post transaction services for investors including due diligence support, budget planning, audit readiness, valuation, reporting and exit strategy planning.

Client Reviews

Technology

Food

Biotechnology

Media & Entertainment!

Biotechnology

Key Management

Founder & CEO

Wesley Ramjeet, CPA

Corporate Accounting

Christine Lee, MS Accounting

SEC Compliance

Bradley L. Steere, Esq.


Tax Compliance

Stan Mandel,  Ph.D., CPA, PE 



International Tax

David C. Sobel, CPA

Consulting

Deborah Salerno

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Contact Us

Branch Offices . Miami . Los Angelos

16201 SW 95th Ave Suite 104 Miami, FL 33157-3459     

10680 W. Pico Blvd  Suite 250  Los Angeles, CA 90064  

PPMT Strategic Group

1001 Avenue of the Americas, 2nd Floor New York, NY 10018

(646) 289-5358

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed