September 2024

  • Estate Planning

    Estate planning includes the process of designating beneficiaries and executors of your personal and business interests, protecting your assets, and minimizing estate tax, gift tax, and income tax. Roth&Co provides comprehensive tax and financial estate planning, which includes planning, implementing, and monitoring your estate plan

    Ancillary Services to Support Estate Planning

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  • CMO Services

    At Roth&Co, we are constantly designing business services that grow your business. With RothCMO, we apply the strategic thinking, resourcefulness and four decades of business experience you know and trust, to create marketing strategies that achieve results.

    Too many businesses waste time, money and resources on advertising, content and services without a cohesive, carefully planned marketing plan. With RothCMO, we create and manage a 360° brand experience that ensures every marketing initiative is on message and utilized to perfection – making sure each dollar is well spent.

    Our Services:

    Strategy:

    • Audit existing brand platform and assets
    • Identify strengths and areas for improvement
    • Clearly define goals, objectives and deliverables
    • Plan and manage processes and execution

    Branding: Manage all branding-related aspects, including:

    • Brand platform and assets
    • Messaging system and positioning
    • Identifying primary and secondary audiences
    • Visual Brand

    Marketing: Internal – Manage all marketing-related aspects, including:

    • Culture
    • Employee satisfaction
    • Retention rates
    • Identifying pain points and plan to repair
    • Motivational programs, events and ongoing initiatives

    Marketing: External

    • Marketing budgets
    • Ongoing effectiveness valuation of existing strategy
    • Assess mediums and platforms utilized
    • Devise marketing plan
    • Define measurable objectives
    • Manage all execution, including internal team and 3rd party vendors
    Read more: CMO Services

  • Quality of Earnings Report

    A Quality of Earnings Report is a vital part of the due diligence process when selling, buying or investing in a business. Preparing a detailed Quality of Earnings (Q of E) analysis can help establish an equitable price that reflects a business’ true viability. A Q of E Report provides an independent comprehensive analysis of all the components of a company’s revenue and expenses. It analyzes and reports on detailed aspects that may not be readily identifiable to a buyer or seller in an ordinary review of the financial statements.

    No potential buyer wants to be met with surprises. By providing a professional, third-party analysis of the business, it will be primed for an orderly, transparent and quick acquisition.

    Read more: Quality of Earnings Report

  • Not-for-Profit Compliance Services

    Not-for-Profit organizations rely on independent accounting firms to improve program performance and operations, reduce costs and enable public accountability. Our not-for-profit department conducts financial audits and performs comprehensive compliance examinations. We’ll assist your organization with tax preparation and organizational setup, and ensure regulatory compliance. Our team is dedicated to providing tailored solutions that ensure your organization’s accountability, transparency and operational efficiency.

    Read more: Not-for-Profit Compliance Services

  • HR Services

    As a proud purpose-driven company, Roth&Co appreciates the importance of employees and the process of hiring. Our human resources team assists companies with their employment-related requirements.

    Focused on the specific employment needs of your company, Roth&Co can assist in the hiring and placement process for your business, to ensure you and your team always have what you need to thrive.

    Read more: HR Services

  • Client Advisory Services

    Leveraging digital and cloud-based platforms, our suite of CAS services seamlessly manages your back-office accounting operations, freeing management to focus on operational, strategic, and growth objectives. Our entry-level service offerings include bill payment, invoicing, comprehensive bookkeeping, and the preparation of complete and accurate financial statements.

    Our CFO level offerings include white-glove consulting services, provided monthly or quarterly. A CAS strategic advisor meets with management to review and interpret financial data as it relates to the company’s goals, integrating with management to assist with setting and implementing business goals, strategic planning, and decision-making, all aimed at achieving growth and maximizing profitability.

    CAS services will improve your organization’s scalability, cost-efficiency, data accuracy, and ability to focus on core business operations, while delegating accounting functions to our experienced accounting professionals.

    Read more: Client Advisory Services

  • Levy or Lien Removals

    Tax levies and liens can be extremely stressful and difficult to deal with, leaving you feeling worried about the future and unsure of your best course of action. Roth& Co tax controversy professionals have extensive experience in working with the IRS to resolve lien and levy issues. We can help you navigate through IRS rules and regulations to receive the relief you may be entitled to as quickly and smoothly as possible.

    Read more: Levy or Lien Removals

  • Trust Fund Recovery Penalty

    Failure to pay over payroll taxes to the government in a timely manner can result in severe penalties. The IRS can be relentless in pursuing businesses for unpaid payroll taxes, and may even go after the business owner personally for their business’s unpaid payroll tax liabilities. It is important to have an experienced tax attorney guiding you. Roth& Co’s tax controversy professionals understand how the IRS investigates such cases and what grounds they rely on to assess trust fund recovery penalties. We can advise you in securing the best possible outcome for you and your family.

    Read more: Trust Fund Recovery Penalty

  • Estate and Succession Planning

    Though the word “estate” might conjure up images of gated homes and flowing fountains set on sprawling, impeccably-manicured lawns, in truth, every one of us has an estate. However, many people don’t pay much thought to what would happen to their assets in the event of serious illness, injury, or worse. Without the proper planning, should such an unfortunate circumstance occur, those who matter most to you can be severely impacted. With this in mind, we help individuals plan for their future and maximize their estate, so they can move forward with full confidence and clarity.

    Read more: Estate and Succession Planning

  • Sell-Side Due Diligence

    Selling a business is often a lengthy, cumbersome process. And while many business owners are preoccupied with getting the best selling price, the most important factor when conducting a pre-sale valuation is conducting your own due diligence. When done right, sell-side due diligence allows for a more informed and faster sales process, opening up opportunities to boost the value of your business prior to sale.

    As part of a merger and acquisition engagement, Roth&Co’s Advisory Services Division will assist you in preparing a business plan or presentation for potential acquirers, guide you on the terms of a sale, and assist you with the due diligence and selling process. At the end of the review, you will walk away with holistic financial insight and perspective of your business.

    Phases

    Read more: Sell-Side Due Diligence