Accounting and Tax Services | Assure Professional
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Our experts take ownership over your accounting records so you can focus on running your company.

Our founders have led due diligence engagements in a variety of industries - we will customize our procedures to address your unique situation.

Assure Professional provides both buy side and sell side due diligence to meet your financial and tax needs.

Assure Professional provides services at all stages in the life cycle of your fund.

From SOC 1 (formerly SSAE 16) Audits to Accounting and Tax Services, the experts at Assure Professional provide a variety of services to fulfill all your audit and accounting needs.

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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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