CFO SERVICES, ACCOUNTING, BUSINESS ADVISORS & CPA SERVICES

Our Services

CFO 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:

  • Accounting systems & controls review,
  • G/L selection & conversion,
  • Forecast and Budget Review,
  • Board Presentation
  • Banking and debt financing,
  • Risk management & Strategic planning,
  • Business Reorganization
Business Services

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: 

  • Business planning 
  • Accounting system set-up 
  • Accounting – Bookkeeping 
  • Reorganization of business 
  • Payroll services 
  • Internal Control Review 
SEC Consulting

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: 

  • Financial statement preparation 
  • Registration statement preparation 
  • Audit preparation 
  • Stock option valuation 
  • Reverse mergers 
  • Mergers and acquisitions  
Tax Services

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: 

  • Federal taxation 
  • State and local taxation 
  • Sales and use taxation 
  • Property renditions 
  • Representation of clients before the IRS and various state taxing authorities 
  • Tax Planning
Biotechnology Consulting

Biotechnology Consulting

We advise Management & Stakeholders on:

  • Product Commercialization – Sales and Marketing 
  • Capital Formation and Structure
  • Introduction to Potential Board Members and C-Level Executives
  • Introduction to Distribution Network
  • Due Diligence on Target Companies
  • Financing
  • SEC Advisory Services
  • Incubate Early Stage Companies
  • CFO Services
  • Digital Presence

Our Team

Corporate Accounting

Christine Lee, Ms Acc

Christine Lee, Ms Acc

CEO, Founder

Wesley Ramjeet, CPA

Wesley Ramjeet, CPA

SEC Compliance

Bradley L. Steere, Esq

Bradley L. Steere, Esq

Strategy & Technology

Rob Reid

Rob Reid

Business Development

Carlisle Young

Carlisle Young

Consulting

Deborah Salerno

Deborah Salerno

Marketing Director

Jyoti Hardat

Jyoti Hardat

International Tax

David C. Sobel, CPA

David C. Sobel, CPA

Tax Compliance

Ph.D., CPA, PE

Stan Mandel

Ph.D., CPA, PE

Accountant

Candace Nepal

Candace Nepal

Testimonials

Don’t just listen to us. Here's what people say about us!

  • "Tremendous Help!"

    “PPMT has been a tremendous help to Rgenix in getting our financials up and running on a monthly basis, and supporting our company’s first financial audit”

    "Tremendous Help!"
    David Darst
    CEO

WHAT CAN PPMT DO FOR YOU?

  • 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. 

  • 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.

  • 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.

A Sample Of Our Past & Current Clients

  • ginny bakes
  • ana tzarev
  • Westwood-One-4C-Logo-Separated
  • genoil
  • cropped-IKMCT_Logo-CREST-black (1)
  • lexaria
  • Marvel_1920
  • microcapreview
  • chamber-logo-b
  • xcelbrands
  • yappn
  • 3A Media
  • snn
  • uhhm-footer-logo
  • excellagen
  • leading bioscience
  • livestream
  • logo
  • logo2019-1

 

 

Our Offices:

Miami: 16201 SW 95th Ave Suite 104 Miami, FL 33157-3459. Visit Website  

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

New York: 1001 Avenue of the Americas, 2nd Floor New York, NY 10018. (646) 289-5358

Contact Us!