24
Technical Excellence. Superior Service. PBTK Industries & Services

PBTK Accounting Services

Embed Size (px)

DESCRIPTION

PBTK Qualifications and Capabilities

Citation preview

Page 1: PBTK Accounting Services

Technical Excellence. Superior Service.

PBTK

Industries & Services

Page 2: PBTK Accounting Services

Technical Excellence. Superior Service. 2

About PBTK

Full service CPA firm Qualifications and resources that

are compared to those of the Big 4 Clients include publicly-traded

companies, privately-owned businesses, government, among others

Page 3: PBTK Accounting Services

Technical Excellence. Superior Service. 3

Firm History

Formed in 1990, as successor to the Las Vegas office of a large national firm

Largest locally-owned accounting firm in Southern Nevada

Page 4: PBTK Accounting Services

Technical Excellence. Superior Service. 4

Global Reach Member of DFK/USA and DFK

International, both associations of independent CPA firms

Enhances our worldwide reach Provides additional resources for

our clients Expands the world of opportunity

for our clients

Page 5: PBTK Accounting Services

Technical Excellence. Superior Service. 5

Client Testimonials "Due to the size of the Firm, PBTK affords the client the opportunity to have a

high level of accessibility to senior staff and partners. As a result, important decisions seem to be easily expedited. I would especially recommend PBTK for small to medium sized casinos/hotels because of their significant gaming experience."—Donald Hinkle, Avi Resort & Casino (Laughlin, Nevada)

"United Coin has worked with PBTK since 2004 - the partners and principals are very much involved, particularly in the decision making process and planning stages of the audit. This was very refreshing for me, having been involved with other large CPA firms where that decision making isn’t made in front of the client. Similarly, the staffing levels at PBTK have been maintained - we have seen the same faces year in and year out which has made working with them a particularly efficient process."—Steve Deschamps, CFO at United Coin

Page 7: PBTK Accounting Services

Technical Excellence. Superior Service. 7

SERVICES

Accounting & Auditing Taxation Litigation Support Forensic Accounting Valuation Bankruptcy/Receivership Pension Services

Page 8: PBTK Accounting Services

Technical Excellence. Superior Service. 8

Accounting & Auditing SEC Audits 401(k) plan Audits Reviews and compilations Fraud investigations Internal controls design and review Bookkeeping and controllership

services “Yellow Book” financial and

compliance

Page 9: PBTK Accounting Services

Technical Excellence. Superior Service. 9

Taxation

Business and individual tax preparation

Estate planning Tax Authority Representation Advance rulings requests Buy/sell agreement analysis Corporate restructurings

Page 10: PBTK Accounting Services

Technical Excellence. Superior Service. 10

Litigation Support

Fact finding Settlement issues Witness services Damages and valuation analysis Fraud investigations Bankruptcy financial advisors

Page 11: PBTK Accounting Services

Technical Excellence. Superior Service. 11

Forensic Accounting

We can help you:Identify the opportunities your employees have to commit and conceal fraud.Design cost effective controls to prevent and detect such activityQuantify damages and link to the guilty partyRecover insured losses

Page 12: PBTK Accounting Services

Technical Excellence. Superior Service. 12

ValuationWhen an expert valuation can make a differenceBusiness planningAcquisitions and divestituresEstate or personal financial planningFinancing and creditTax mattersLitigation, arbitration and other dispute resolutionBuy-sell arrangements and other ownership changes

Page 13: PBTK Accounting Services

Technical Excellence. Superior Service. 13

Bankruptcy/Receivership

Experience managing distressed companies under the oversight of courts in bankruptcy and receivership situations

Assisted with financial/operational analysis and forensic account matters

Developed plans to continue operations, liquidate or sell a business

Performed preference analysis

Page 14: PBTK Accounting Services

Technical Excellence. Superior Service. 14

Pension Services

Types of plans PBTK offers and administers:Defined contribution plansDefined benefit plansTypical annual plan administration servicesOther related services

Page 15: PBTK Accounting Services

Technical Excellence. Superior Service. 15

INDUSTRIES

Gaming / Hospitalty Real Estate / Construction Government Non-profit Law / Professional Service Firms Tribal Gaming & Governments Medical Retail / Wholesale

Page 16: PBTK Accounting Services

Technical Excellence. Superior Service. 16

Gaming / Hospitality

We are an “international firm”, with clients coast to coast and as far as Cairo, Egypt

Experience extends to virtually every aspect of the industry

Page 17: PBTK Accounting Services

Technical Excellence. Superior Service. 17

Real Estate / Construction

Tax structuring Bonding Valuation Information systems

Page 18: PBTK Accounting Services

Technical Excellence. Superior Service. 18

Government Financial and compliance audits

Assistance obtaining Certificate of Achievement for Excellence in Financial Report

Services related to Official Bond Statements

Design and implementation of accounting and management information systems

Compliance and internal control examinations and operational studies

Risk management evaluations

Page 19: PBTK Accounting Services

Technical Excellence. Superior Service. 19

Non-profit Budgeting and long-term strategic

planning

Internal and public financial and regulatory reporting

Recruitment and training of board members

Avoiding (or managing) unrelated business income (UBI) tax

Development of frundraising strategies and methods

Page 20: PBTK Accounting Services

Technical Excellence. Superior Service. 20

Law / Professional Service Firms

We provide law and other professional service firms with tax, accounting, auditing, and a variety of business advisory services, including business development training and time and billing methods, budgeting, and cost containment advice and assistance.

We also provide selected CLE training courses for law firms.

Page 21: PBTK Accounting Services

Technical Excellence. Superior Service. 21

Tribal Gaming & Government An Associate Member of the

National Indian Gaming Association (NIGA)

Have extensive experience in virtually every aspect of casino gaming and allied industries

Page 22: PBTK Accounting Services

Technical Excellence. Superior Service. 22

Medical Our auditors and tax advisors

are knowledgeable in virtually every aspect of the medical industry, from the availability of industry-specific tax deductions to fraud risks associated with medical practices and the complexities of a 401(k) plan audit.

Page 23: PBTK Accounting Services

Technical Excellence. Superior Service. 23

Retail / Wholesale Provided audit and tax services

for retail and wholesale businesses for over 20 years

Industry experience helps us provide you with streamlined, efficient audit, tax and consulting solutions (not research projects)

Page 24: PBTK Accounting Services

Technical Excellence. Superior Service. 24

Offices

6100 Elton Avenue, Suite 1000Las Vegas, NV 89107Phone: 702-384-1120

Fax: 702-870-2474

9980 South 300 West, Suite 200Sandy, UT 84070

Phone: 801-990-1120Fax: 801-285-7401