Small to Mid-Sized Public Companies

Now, more than ever, business leaders are re-evaluating their needs and exploring their options for audit, tax and management consulting services.  Today’s new and growing publicly-held companies require fresh perspectives in order to sustain growth and achieve their financial objectives. We offer sophisticated auditing, tax advisory and consulting services to our clients.

As members of the AICPA’s Center for Public Company Audit Firms, our commitment to excellence has been consistently acknowledged by the AICPA’s Peer Review Board. We received a glowing report from the PCAOB (Public Company Accounting Oversight Board) and completed our tri-annual Peer Review in December 2004.

Margolis & Company is also a member of BKR International, a global network of independent accounting and management consulting firms which gives us access to resources and locations throughout the world.

• Financial information systems design and implementation
• Internal audit outsourcing
• Appraisal and valuation
• Merger and acquisition advisory
• Litigation support / forensic accounting
• Cost segregation studies
• Business and individual tax research and planning (domestic & international)
• Financial analysis, projections and forecasts (utilizing our proprietary software)
• Operational and capital budgets
• Design and implementation of management reporting systems
• Fixed asset management and control studies
• Wealth preservation strategies
• Bookkeeping

Joseph R. Coluzzi, CPA has extensive experience in providing traditional and advisory services for our public company clients. Contact Joe at jcoluzzi@marg.com

Arthur M. Scherr, CPA has over thirty years experience in providing accounting, audit and consulting services to public companies. You can reach Art at ascherr@marg.com