Profit Planners Management Inc
Profit Planners Management Inc

INTERIM CFO SERVICES
ACCOUNTING SUPPORT
Tax Services

PPMT is a leading provider of interim CFO services, Tax, Accounting support to individuals & small businesses

What Can PPMT Do For You?

Tax Services

We treat each tax return/issue as if it was our own. Whether you are an individual, business or a publicly held company, our CPAs and Business Advisors can address the following: 

  1. Federal taxation 
  2. State and local taxation 
  3. Sales and use taxation 
  4. Property renditions 
  5. Representation of clients before the IRS and various state taxing authorities 
  6. Tax Planning

Small Business Services

We offer a wide range of consulting services to help you improve business operations, boost efficiency and increase the bottom line. We apply the 5P's to your business; Plan, Prepare, Passion, Process, and Profit. The following are some of the services we provide: 

  1. Business planning 
  2. Accounting system set-up 
  3. Financing -Bookkeeping 
  4. Reorganization of business 
  5. Payroll services 
  6. Internal Control Review

CFO Services

 We lead your accounting and finance department and provide oversight in the preparation of historical information and analysis, to better plan for future profitability. Our services include: 

  1. Accounting systems & controls review 
  2. G/L selection & conversion 
  3. Forecast and Budget Review 
  4. Board Presentation 
  5. Banking and debt financing 
  6. Risk management & Strategic planning 
  7. Business reorganization 

We augment your in house finance function.

The finance function of high growth companies often faces unique stresses. Let's face it, when the CFO is on the road 24/7 supporting capital raising activities, the core functions tend to get stressed. PPMT augments the financial office freeing up resources to address critical growth requirements. Management can focus on essential projects with the comfort that PPMT has core functions professionally managed.  

We provide specialized SEC & IRS regulatory expertise.

Growth company finance departments are inevitably challenged by the demands of regulatory agencies.  Whether preparing for an IPO or working through a tax audit, PPMT routinely supports these tasks with experts in each regulatory area. 

Private Equity Services

We provide a comprehensive set of pre and post transaction services for investors including due diligence support, budget planning, audit readiness, valuation, reporting and exit strategy planning. 

Contact Us

Profit Planners Management Inc

+1-800 748-1704

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment