Services
COMPREHENSIVE PORTFOLIO
Accounting & Auditing
Whether you require a financial statement audit, review or compilation, O’Connor & Drew, P.C. will respond to your needs efficiently and cost effectively.
Business Consulting
We offer industry-specific guidance based on our real-world experience and know-how of solving some of the most complicated financial and business challenges.
Business Valuation
We understand the complex situations and issues involved in valuing a business interest and our professional valuation experts have many years of experience valuing hundreds of diverse companies.
Cost Segregation
Partnering with you and your internal expert engineer or architect, we conduct a cost segregation study to determine how to maximize your business’ legally allowable depreciation deductions.
Dealer Services
Our Dealer Services Division is comprised of experienced dealership professionals who have the skills, experience, and drive to provide the support exactly where and when you need it.
Employee Benefit Plans
We work directly with you to ensure all requirements are met for 401(k) and 403(b) plan audits, Form 5500 preparation, and DOL compliance regulations.
Estate Planning
Analyze the financial strengths and weaknesses of a business and its management team, while working with all parties involved to ensure a smooth transition and sustainable business growth into the future.
Fraud Investigation / Forensic Audits
We can perform a fraud investigation for any business that becomes aware or suspects the possibility of a potential misappropriation of assets within their organization.
Internal Audit Services
We offer a range of internal audit performance improvement services that yield flexible, scalable, sophisticated solutions catered to your industry that address your unique needs.
Cyber and Information Security Services
We align your technologies, IT infrastructure, and cybersecurity to provide your business with industry innovation and competitive advantage.
Mergers and Acquisitions
We provide sophisticated tax advice to individuals and business entities that are in the process of acquiring or divesting businesses.
Outsourced Controller & Accounting Services
It’s amazing what businesses can gain by outsourcing their finance and accounting functions. Our services are tailored to meet your organization’s unique needs.
Succession Planning
Our team of highly-trained professionals is ready to assist you with the tools and planning strategies you to balance your long-term business objectives for continued growth and profitability.
Tax Planning and Preparation
We provide a full range of federal, state, and local tax services, anticipating and identifying any and all tax-saving opportunities.
Warranty Parts Reimbursement Analysis
Most auto manufacturers reimburse dealers for warranty parts at a rate of cost, plus which differs from the average dealer who marks up retail parts at cost, 70 plus to 90.
Wealth Management
Our wealth management professionals have the technical expertise to advise our clients on sophisticated tax and financial planning strategies.