Accountancy; Accounting services; Accounting consultation; Accounting services for mergers and acquisitions; Forensic accounting services; Preparing financial reports for others; Accounting services, namely, accounting and transaction advisory services, compliance and risk advisory services, and IT audit and advisory services; Business auditing; Financial auditing; Account auditing; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government audit processes, policies and strategy; Business management consulting and advisory services; Business strategic planning services; Outsourced CFO services in the nature of business management and accounting advisory services; Business appraisals; Business valuation consulting, namely, evaluating and calculating the value of a business; Business appraisals and valuations; Financial auditing, namely, auditing of employee benefit plans; Financial auditing, namely, auditing of retirement plans; Business succession planning; Payroll processing services; Mergers and acquisitions business strategic planning and consultation; Business consulting services in the field of mergers and acquisitions; Compliance, integrity and business management risk advisory information services, namely, financial record-keeping for regulatory compliance purposes; Business risk management; Business risk advisory services related to information technology (IT) audits, network vulnerability assessments and penetration testing, investment advisor custody audits, social engineering testing, IT advisory and consulting, computer forensics and litigation support, and regulatory compliance services; Service organization controls (SOC) business consulting services; Tax and taxation planning, advice, information and consultancy services; Income tax preparation and consultation; Human resource analysis and consulting services; human resources consultation; Human resource analysis and consulting services related to talent acquisition services, employee relationship services, performance management and training, and employee training and development consulting; Bookkeeping; Business management services, namely, family office services in the nature of business record management

Estate planning; Estate and financial trust planning; Financial trust administration; Trustee services; Financial planning services, namely, developing and managing charitable giving programs on behalf of individuals or families; Financial administration of retirement plans; Financial planning; Financial management; Financial services, namely, wealth management services; family office services in the nature of financial planning, investment advisory services, financial and investment risk management, private family wealth investment management and advisory services, and personal financial consulting management, lifestyle and household management in the nature of financial management for households and families; Financial management services, namely, family office services in the nature of financial planning, investment advisory services, financial and investment risk management, private family wealth investment management and advisory services, and personal financial consulting management, lifestyle and household management in the nature of financial management for households and families; Business and stock option valuation services; Financial risk advisory services; Business valuation services

Litigation support services