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PPMT Strategic Group
PPMT Strategic Group
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    • CFO Services, Accounting, Business Advisors & CPA Services

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

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    Family Offices: What You Need to Know with Karl Douglas, CIO

    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   

    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

    Accountant

    Candace Nepal

    Marketing Director

    Jyoti Hardat

    Jyoti Hardat

    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.

    Clients

    Technology

    Food

    Biotechnology

    "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, MBA | CEO Rgenix, Inc

    Media & Entertainment!

    Biotechnology

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    Contact Us

    Branch 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   

    PPMT Strategic Group

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

    (646) 289-5358

    Drop us a line!

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