Services | CFO Indeed

Financial Advisory Services

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CFO Consulting

There’s not much difference between most CFO outsourcing services and regular CPA firms. At PayToMe, we’re the exception. We offer CFO solutions & services that align with your business goals.

IPO | Public Companies

IPO Preparation
SEC Reporting & Technical Accounting
XBRL conversion and Implementation
Equity System Conversion & Reporting
Fund Raising & Road Show
Finance & Capital Optimization
Corporate Governance & Compliance
ERP Implementation

Start-up & Growth Companies

CFO Advisory & Internal Accounting
Budgeting, Forecasting, & Reporting
Fundraising/Financial Modeling
Financial Strategy Development
Historical Accounting & Cleanup
Equity and Debt Financing Report

SEC Reporting & Equity Management

Our people are industry practitioners first and foremost. You will work with professionals who know you, your organization, and your industry — and combine their knowledge with yours to make you stronger. We can help with:

10-K and 10-Q preparation
Footnote preparation and benchmarking
Draft new disclosure requirements
S-1 and S-4 preparation
XBRL support and WDESK implementation
Analysis and implementation of Accounting Standards Updates (ASUs)
U.S. GAAP/IFRS convergence monitoring and analysis
Analysis and documentation for new and/or unusual transactions
Purchase or divestiture accounting
Assist management with resolving accounting issues
Technical accounting research
Revenue recognition analysis and documentation
Lease accounting
Policy and manual development
Streamline Equity management

Cross Border M & A Advisory

As specialists in cross-border M&A, we recognize that familiarity with local regulatory environment, deal terms, tax policies, and management culture are critical to both completing a transaction and capturing expected business benefits post-closing.

We help our clients to develop an effective market entry strategy including the assessment of targets, business plan, feasibility and return on investment analysis of competing projects. Once a target has been identified, we assist management to perform comprehensive due diligence of the company's financial statements, tax position, internal controls, management assessments, and asset verification. After the deal has closed, we support post-deal integration covering financial reporting systems, HR management, and IT systems.

Tax Planning & Compliance

Our international tax services group has the extensive expertise and technical knowledge to help our clients develop the right structures to minimize their overall tax burden, while remaining compliant with tax regulations in both U.S. and China. We regularly update our clients on changes in the tax codes and opportunities to take advantage of tax incentives.

We help our clients to optimize tax efficiency across a wide range of transactions including cross-border M&A transactions, purchase of U.S. assets, real estate transactions, and EB-5 investment programs.

We also can help you manage your tax and reporting obligations, including those associated with Corporate Income Tax (CIT), Value Added Tax (VAT), Goods and Services Tax (GST) and withholding tax (WHT) responsibilities by:

Registration – Ensuring registration with the necessary local authorities.
Calculation – Calculating CIT returns and other relevant taxes.
Submission – Preparation and submission of tax returns to local authorities.
Payments – Processing of tax liability payments.
Tax audits – Management of tax audits (as applicable), guiding you through the process and facilitating dialogue with relevant authorities.
Local knowledge – Offering direct access to our local experts, enabling a greater understanding of local taxes, notices, and assessments.

Finance & Accounting Services

In today’s modern world businesses must be efficient and adaptable in order to meet demand. Through the use of technology, businesses gain visibility, improve accuracy, productivity, and cut overall operational costs. With our Technology, we take the brightest minds, advanced technologies, and robust processes to design the best outsourcing solution.

We provide managed Financial and Accounting Outsourcing Services to a variety of clients nationwide. You can outsource all of your accounting department functions by utilizing teams of 1 to 10+ analysts. You can outsource the individual functions related to accounts payable outsourcing, auditing expense reports, general ledger reconciliation, accounts receivable, bookkeeping, and bank reconciliation. Financial outsourcing services include financial statement analysis and spreading financial data.

Accounts payable services
Accounts receivable services
Bookkeeping services
Invoice processing services
Review bookkeeping services
Financial planning, modeling, and data analysis

Taxes

Retirement planning is more than making the right investments. Align your financial goals to your lifestyle today and in the days to come. Our Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan to help you achieve your financial goals.

Help reduce the impact of taxes
Better manage your portfolio
Plan your retirement
Prepare for your future
Build healthy money habits
Invest in positive change
Save for education