Agribusiness Services

• Advisory 
• Advisory boards: peer groups and roundtable meetings
• Analysis of U.S. Department of Agriculture (USDA) farm programs and Farm Service Agency (FSA) requirements
• Audit and accounting, including preparation of financial statements 
• Crop insurance planning
• Entity selection: coordinating tax and business objectives
• Executive search 
• Expansion: land acquisition, new facilities, equipment
• Exit strategies for business transition
• Family farm succession planning
• Farm Tax Network email updates for CPAs 
• Information security 
• Outsourced accounting, including payroll, bookkeeping, and controller
• Strategic planning
• Tax strategies and consulting for businesses and individuals
• Valuation, litigation support, and forensic accounting 

Services offered in collaboration with LarsonAllen Financial, LLC, member FINRA & SIPC

• Estate and financial planning
• Business succession planning

Banks and Savings Institutions Services

• Advisory 
• Allowance for loan loss consulting
• Audit and accounting
• Bank and branch acquisition consulting
• Benefit plan audit, tax, and consulting
• Capital requirements and planning
• Directors' examinations
• Due diligence
• Executive search
• Failed bank acquisition consulting
• FDICIA and SOX 404 consulting
• Financial projections
• Information security and technology consulting
• Internal audit 
• Loan review
• Outsourced accounting
• Regulatory compliance consulting
• Regulatory compliance training
• SAS 70 and SSAE 16 
• Strategic and business planning 
• Tax
• Valuation, litigation support, and forensic accounting 

Services offered by LarsonAllen Financial, LLC, member FINRA & SIPC

• Wealth advisory and asset management

Construction Services

• Advisory 
• Assurance and accounting
• Business and financial management
• Construction litigation 
• Cost segregation studies 
• Dispute resolution support 
• Employee benefit plan audit, tax, and consulting
• Executive search 
• Information security
• Outsourced accounting 
• Operations management
• Organization management consulting 
• Tax
• Valuation and forensic accounting 
• Wealth advisory and asset management*

Credit Union (CU) Services

• Audit
• Outsourced accounting 
• Consulting and advisory
  • Internal audit 
  • Regulatory compliance co-sourcing
  • Regulatory compliance training
  • BSA/AML/OFAC independent testing
  • Website compliance review
  • ACH compliance
  • Loan portfolio analysis
  • Call report reviews
  • Forensic audits, fraud investigations, and bond claims
  • Product profitability analysis
  • Business combination services
  • Asset liability management training
  • Ballot tabulation
  • Strategic planning
  • PIN security compliance reviews
  • Enterprise risk assessment
  • Merger and acquisition consulting
• Information security 
• Tax, including nonprofit returns (Form 990)
• Human resource management
  • Executive search
  • Payroll coordination and processing
  • Employee benefit plan audit, tax, and consulting 
• Valuation, litigation support, and forensic accounting
• Wealth advisory and asset management*

Dealership Services

• Advisory 
• Assurance and accounting 
• Buy/sell consulting
• Control of operating procedures and systems (COPS)
• Cost segregation studies
• Employee benefit plan audit, tax, and consulting
• Executive search
• Information security 
• Internal audit
• Internal control reviews
• LIFO compliance and consulting
• Office staffing solutions 
• Succession planning
• Tax 
• Valuation, litigation support, and forensic accounting 
• Wealth advisory and asset management*

Health Care Services

• Audit, tax, and reimbursement
• Outsourced accounting
• Strategic and capital planning 
• Health care reform strategies
• Internal audit
• Valuation and fair market value opinions
• Due diligence
• Merger, acquisition, and affiliation facilitation
• Industry-specific services
  • Home health, hospice, and community-based care 
  • Hospitals
  • Physicians
  • Senior living

Manufacturing and Distribution Services

• Tax 
• Assurance and accounting 
• Operations and performance improvement 
• Advisory 
• International 
• Succession planning 

Nonprofit and Government Services

• Advisory 
• Audit
• Employee benefit plan audit, tax, and consulting
• Executive search
• Information security
• Internal audit
• Outsourced accounting
• Strategic and financial consulting
• Tax
• Training and educational seminars 
• Valuation, litigation support, and forensic accounting 
• Wealth advisory and asset management*
• Web-based accounting (LIFE) 

Real Estate Services

• Accounting and assurance 
• Tax 
• Energy incentives 
• Cost segregation studies 
• Project feasibility assessment 
• Acquisition and development advisory 
• Property operations consulting 
• Distressed transaction advisory 
• Information security
• Employee benefit plan audit, compliance, and consulting
• Executive search 
• Outsourced accounting 
• Advisory 
• Valuation, litigation support, and forensic accounting 
• Wealth advisory and asset management*

Trucking and Transportation Services

• Advisory 
• Assurance and accounting 
• Cost segregation studies
• Department of Transportation compliance assessments
• Employee benefit plan audit, tax, and consulting 
• Executive search
• Information security
• Internal audit 
• Operations consulting
• Outsourced accounting 
• Strategic planning
• Tax 
• Valuation, litigation support, and forensic accounting
• Wealth advisory and asset management*