MATTER

Attest services, namely, review of financial statements for business purposes and auditing; Business advisory services relating to transactions, due diligence, strategic and operational analysis; Business consultancy relating to business operations, management, IT, risk assessment, process improvement, playbooks, proposals, acquisition integration, personnel matters; Business advisory services relating to information technology, network security, corporate governance, board practice, business reporting, regulatory compliance; Business consultancy relating to practice structures for non-CPA ownership and participation in CPA firms; Non-legal business tax guidance consulting services; Tax services, namely, tax assessment, preparation, planning, consultation services, return preparation; Tax consulting relating to business planning and compliance, cost segregation, research and development credit analysis; Business auditing in the field of IT risk assessment and management and System and Organization Controls reporting; Business audit tax and accounting consultancy relating to internal auditing, financial statements, information assurance services, internal control audit advisory and reporting; Tracking and monitoring business expenses for others for internal auditing purposes; Outsourced accounting services relating to monthly financials, bookkeeping, accounts payable and receivable, payroll, bill pay, tax, expenses, general ledger; Financial record-keeping for business operations, financial reporting and analysis; Administration, billing and reconciliation of accounts on behalf of others; Forensic accounting services; Expert evaluations and reports relating to business operations; Business administration advisory relating to requests for proposals in the fields of tax, audit, valuation, outsourced accounting; Marketing services, namely, development of advertising content, websites, advertising campaigns for print media and websites

Financial transaction advisory services, namely, financial due diligence, quality of earnings analysis, initial public offering readiness and special purpose acquisition company readiness analysis, all being financial due diligence services; Financial consultation services for financial services companies in the nature of consulting on internal financial audits, and audit readiness, credit risk, credit portfolio analysis, and digital asset valuation; Outsourced chief financial officer (CFO) services in the nature of financial management, analysis, consultation, budget planning, forecasting, and investment strategy; Business valuation services for transactions, litigation, tax planning, and fundraising; Financial services, namely, wealth management services; Financial consulting services in the fields of business valuation and corporate restructuring; Financial planning and consultation relating to bankruptcy and mergers and acquisitions; Financial restructuring services; Financial advisory services in relation to financial insolvency; Financial restructuring services in the nature of restructuring of bankrupt companies; Financial consulting services relating to reorganization, restructuring, succession, mergers and acquisition of companies; Financial services, namely, financial reorganization, restructuring, and valuation of companies and their assets

Computer security services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials; Managed information technology services, namely, technical computer project management, consulting relating to installation, maintenance and repair of computer software, on-site and remote management and hosting of applications, software, and web sites of others in the field of IT, server hosting, technology consultation in the fields of cybersecurity and computer backup, and computer disaster recovery planning; IT consultancy relating to computer network configuration services in the fields of risk assessment, electronic information security, electronic business information continuity and disaster recovery preparedness, electronic information internal audit and audit planning; Platform-as-a-Service (PAAS) featuring computer software platforms for use in the fields of accounting, tax, audit, bookkeeping, outsourced accounting services, customer relationship management, cross-selling, marketing, revenue automation, and customer support; Providing temporary use of online non-downloadable computer software using AI for optimizing administrative tasks and performing tax returns, audit testing, bookkeeping, reconciliations; Software as a service (SAAS) services featuring software for automating data entry, document intake, and task management, data analytics and for creating dashboards based on financial reporting, financial metrics, benchmarking, key performance indicator visibility, and forecasting; Information technology integration services; Computer systems integration services; Integration of computer systems and networks; Computer services, namely, integration of private and public cloud computing environments; Technology consultation in the field of cybersecurity; Computer programming consultancy in the field of cybersecurity

Expert witness services in legal matters in the field of accounting, valuation, financial damages, fraud, and governance; Litigation support in accounting, financial analysis, financial modeling, and documentation; Regulatory compliance consulting and auditing services in the field of cybersecurity and privacy compliance frameworks, standards and regulations under the Health Insurance Portability and Accountability Act (HIPAA) and secure transmission of data therefore, System and Organization Controls (SOC), Service Organization Controls reports (SOC1, SOC2, SOC3 and SOC) for Cybersecurity, Canadian Standard on Assurance Engagements (CSAE), International Standard on Assurance Engagements (ISAE), Payment Card Industry Data Security Standard (PCI DSS), and Agreed Upon Procedures (AUP); Tracking and monitoring regulatory requirements in the fields of tax and accounting for regulatory compliance purposes