CFO SERVICES, ACCOUNTING, BUSINESS ADVISORS & CPA SERVICES

Our 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

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

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

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

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, MSA

CEO, Founder

Wesley Ramjeet, CPA

SEC Compliance

Bradley L. Steere, Esq

Strategy & Technology

Rob Reid

Business Development

Carlisle Young

Consulting

Deborah Salerno

Marketing Director

Jyoti Hardat

International Tax

David C. Sobel, CPA

Tax Compliance

Stan Mandel

Ph.D., CPA, PE

Accountant

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”

David Darst
CEO
Rgenix

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.