Accounting and Tax Services | Assure Professional
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Assure Professional, LLC is a non-traditional, innovative provider of audit services to service organizations, full investment cycle services to private equity and venture capital firms, affordable accounting and tax services as well as a designated HITRUST assessor. 

Assure strives to provide exceptional services at competitive rates, developed from decades of practical experience.

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Accounting and Tax Services

Assure offers a full platform of accounting and tax services through the use of internet software, such as:


We have a staff of CPAs and accountants dedicated to performing your accounting and tax functions. Assure will customize a plan for you that allows you to concentrate on growing your core business and we can modify the plan and help you bring functions in-house as you grow.

Services we offer:
  • Fractional CFO/Controller Services
  • Monthly Financial Reporting
  • Audit and Review Preparation
  • Budgeting and Forecasting
  • Receivables and Payables Mgmt
  • Cash Flow Management
  • Investor Relations
  • SEC Reporting
  • Fractional Tax Director Services
  • Annual Income Tax Compliance
  • Quarterly Tax Planning
  • Tax Structuring
  • Tax Provision Preparation
  • Partnership Allocations/Distributions
  • Payroll Tax Management
  • Property and Sales Tax Compliance

Assure also has relationships with other service providers throughout the country that provide access to the following services:

  • Full platform employee benefits through Professional Employer Organizations
  • Payroll tax compliance and management though our payroll service partners
  • Review and audit services through our relationships with reputable regional CPA firms
  • IT services through our in-house IT consultants
  • Marketing services through our in-house marketing consultant
Go To Market Platform

Assure has participated in more than 100 private equity transactions. Through our vast experience, we can assist in preparing your company for a transaction. We will implement a reporting package and tax compliance platform to minimize issues that arise during the due diligence process. Through our partnership with Cornerstone Business Services®, we can assistance you with valuation analysis and can help market your company to transaction partners through Cornerstone’s DealFlow platform.

Who we serve:
  • Private Equity Firms
  • Start Up Companies
  • Real Estate Partnerships
  • Venture Capital Groups
  • Location Independent Companies
  • Other Traditional Companies

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