Certified Public Accounting and Business Advisory Services Firm - PowerPoint PPT Presentation

About This Presentation
Title:

Certified Public Accounting and Business Advisory Services Firm

Description:

Galleros Robinson is a Certified Public Accounting and Business Advisory Services firm with a primary focus on meeting the needs of emerging businesses, governmental organizations and not for profits located nationally and globally. – PowerPoint PPT presentation

Number of Views:100
Slides: 11
Provided by: gallerosrobinsoncpa
Category: Other

less

Transcript and Presenter's Notes

Title: Certified Public Accounting and Business Advisory Services Firm


1
(No Transcript)
2
About the company
Who are we? Galleros Robinson is a Certified
Public Accounting and Business Advisory Services
firm with a primary focus on meeting the needs of
emerging businesses, governmental organizations
and not for profits located nationally and
globally. What do we do? Our unique ability to
practice the art of listening inherently creates
a platform for joint collaborative sessions of
discovery between your entity and our team at
Galleros Robinson. The result of this scoping
process will produce a business narrative that
identifies the bottlenecks which minimize
organizational throughput and identifies the
environmental factors, dynamic and static, that
affect your entitys performance, quality, and
profitability. The result of your investment in
Galleros Robinson as a trusted advisor ultimately
positions you with the best in intellectual
capital.
3
What we do
  • Who are our clients?
  • Small emerging business (small business that have
    an appetite for growth) 1 million to 10 million
    in gross revenues
  • Middle Market Companies 10 million to 500
    million in gross revenues
  • Governmental Agencies
  • Not for profits
  • Employee Benefit Plans
  • Industries include

Professional Services Technology Media and Entertainment Not-For-Profit Governmental Employee Benefit Plans Manufacturing Food Service Biotech Life Sciences Financial Services Real Estate Health Care Wholesale Distribution Sports
4
  • What do our clients receive?
  • Financial statement assurance
  • Tax Preparation and Mitigation
  • Business Advisory Services
  • CFO Support Services
  • Actionable business recommendations tailored to
    the clients needs
  • Assessment of scientific and technical issues in
    synergy with our commercial insight and
    experience
  • Impartial, unbiased advice and cost-effective
    delivery
  • Longer-term support and assistance

5
Our client base
  • 10 - The rest of the US and companies whos
    parent company is outside of the US

90 of our current client base is in the New
York, New Jersey, Connecticut area
6
Our Team
Richard Levychin , CPA, CGMA, Partner Richard
has over 25 years of accounting, auditing,
business advisory services and tax experience
working with both privately owned and public
entities in various industries. Stewart
Robinson , CPA, APB, CFF, MST, Partner Stewart
has provided litigation consulting and business
valuation services performed audits of public and
private companies including broker-dealers and
provided tax and accounting consultation services
to a variety of privately held businesses and
high net worth individuals. His broad background
and formal training in tax, accounting, and
business valuations, as an Accredited Business
Valuation Analyst, provide unique insight to
issues involving debt restructuring, equity and
derivative financial instruments where he can
meld his interdisciplinary background into a
unique perspective on those subjects.
7
Nora Galleros , CPA, CGMA, Partner She has over
20 years of experience in performing consulting,
financial audits and compliance engagements
serving public sector clients including
non-profit, governmental entities and employee
benefit plans.  Her extensive audit experience
includes performing audits in accordance with
auditing standards generally accepted in the
United States of America, Government Auditing
Standards, Uniform Guidance, HUD Audit Guide and
other governmental entity audit
guidelines. Christina Koh-Tungal , CPA, Partner
 Her experience includes the financial and
compliance audits of non-profit and commercial
entities in accordance with auditing standards
generally accepted in the United States of
America, Government Auditing Standards, issued by
the Comptroller General of the United States, and
the Uniform Guidance. Robert Engler , CPA,
Partner Bob has over 30 years of accounting,
consulting, financial planning, and tax
experience working with businesses in a variety
of industries and with high net worth
individuals.
8
Magdalena Lopez , CPA, CGMA, Partner
 Magdalena's primary focus is on providing audit
services to employee benefits plan and public
sector clients, including social service
organizations, foundations, fundraising
organizations, churches and faith-based
organizations, charter schools, housing and
organizations receiving government funding.  In
addition to financial statement audits, she
performs audits in accordance with Government
Auditing Standards, Uniform Guidance (previously
OMB Circular A-133) and other compliance
guidelines.  Kenneth E. Edwards , CPA, CGMA,
Partner Ken serves as the Firms Leader for
outsourced CFO Support Services. Ken specializes
in working with middle-market companies (with
revenues of 5 million to 800 million) in the
charter school, pharmaceutical, manufacturing,
construction, nonprofit and telecommunication
industries. Ken is able to service his clients by
integrating his practical knowledge as serving as
a CFO with the challenges of complex accounting
and reporting issues
9
Emerging Businesses
  • Beyond audit, financial review and general
    accounting services, our clients rely on us for a
    full range of strategic services.
  • In connection with mergers, acquisitions, and
    sales, the firm assists businesses in identifying
    financing sources and understanding due diligence
    investigations.
  • We understand the concerns of entrepreneurial
    private businesses and recognize how to strike
    the right balance between business and personal
    interests.
  • We help growing companies with everything from
    raising financing and/or venture capital to
    navigating through an initial public offering
    (IPO).
  • Public companies appreciate our responsiveness,
    insight, and creativity in meeting their domestic
    and global needs.
  • We provide various levels of accounting services
    to meet a companys internal needs. Many
    small-to-mid-sized businesses, for example, rely
    on our Small Business Services Group for
    accounting, bookkeeping, tax, and advisory
    services.

10
Contact us
488 Madison Avenue23rd FloorNew York, NY
10022Telephone 646.921.0400 ____________________
__115 Davis Station RoadCream Ridge, NJ
08514Telephone 609.259.3420 ____________________
__7805 NW Beacon Square BlvdSuite 203Boca
Raton, FL 33487Telephone 561.988.3100
Follow us
/Gallerosrobinson
/company/gallerosrobinson
Galleros Robinson
Email us info_at_gallerosrobinson.com
Write a Comment
User Comments (0)
About PowerShow.com