Valued Services for Valued Clients

In today’s business environment, having a financial advisor you trust is more important than ever. At Frasier, Dean & Howard, you will find an experienced team of accounting, audit and tax professionals who have built a tradition of client trust and reliability.

From audits to estate planning, FDH professionals offer the expertise, personal attention and experience to help reach the optimal solutions to your financial needs. This has been our approach for nearly 30 years, and that’s why our clients return year after year.

Audit

Businesses generally communicate with third parties through financial statements. FDH provides a full range of financial audit services for closely held businesses and nonprofit organizations. FDH also supports public companies with internal audit services.

Accounting

FDH provides compilation and review services for many businesses, consulting with clients using many accounting software programs including Peachtree and QuickBooks.

Section 404 consulting

Section 404 of the Sarbanes-Oxley Act requires public companies to document their internal controls and certify their effectiveness. We have experienced resources to assist public companies in meeting these requirements.

Internal Auditing

Public companies are now required to maintain an internal audit function. Many companies look to outside consultants to provide guidance, develop an internal audit charter, develop risk assessment programs, or even to outsource the internal audit function. We have developed processes and services to meet those needs.

Tax Planning

Whether you are an individual or a business, your tax liability may be your single largest expense, and we can work to provide a realistic estimate of that expense. We also help clients plan for the tax liability consequences of significant transactions and often can suggest alternative approaches to minimize the tax cost.

Estate Planning

Effective estate planning involves much more than simply determining the tax liability, and FDH believes in working with attorneys and other client advisors to identify alternatives to reduce the estate tax.

Tax Preparation

To some CPA firms, tax compliance is a dirty word. We don’t think it is! We are proud of our expertise in preparing a wide range of tax returns, including individual, partnership, corporation, trusts, and estates tax returns.

Business Valuation

One of the hardest questions a business owner faces is “What is my business worth?” FDH partner Bob Weatherly is a member of the National Association of Certified Valuation Analysts and the Institute of Business Appraisers, with extensive experience in valuing businesses for litigation, estate planning, ESOPs, and potential transfers of ownership.

Litigation Support

We work closely with law firms to represent clients involved in financial disputes. Often we serve as expert witnesses and provide courtroom testimony or advise clients on the financial position of the other party in the dispute.

Business Planning

Part of our job is to help clients understand how their business strategies impact the financial aspect of their businesses. By using a consultative approach, we help our clients analyze the financial impact of their plans.

Financial Planning

While we do not sell financial products or make specific investment recommendations, we can advise clients about the tax implications of investments.

   FDH Consulting

Compliance

IT Audit – SOX Support, Risk Assessments, Security and Vulnerability Reviews

HIPAA – Privacy and Security Assessments

Sarbanes-Oxley – Readiness Assessments, Internal Control Reviews, Walkthroughs, Testing Support, Remediation Support

PCI – Readiness Assessment, Project Planning, Annual Assessments, Penetration Tests

SAS 70 – Readiness Assessments, SAS 70 Reports

WebTrust / SysTrust      

Security

Threat and Vulnerability Assessments

Attack and Penetration Tests

IT Security Reviews

Identity Management – Software Selection, Implementation

Security Information and Event Management Technology – Software Selection, Implementation

IT Security Policy Development

Web Application Security Testing

Social Engineering

Enterprise Security Governance and Security Policy