Frank, Rimerman + Co.

Helps organizations meet reporting and compliance requirements, prepare for transactions, and address financial and operational challenges with tailored expertise.

Get scalable accounting, finance, and CFO support that helps growing companies manage financial operations and focus on business growth.

Helps businesses manage cross-jurisdiction tax obligations, address tax risks, identify planning opportunities, and prepare for future business outcomes.

Helps organizations address security and compliance requirements, manage IT risks, protect sensitive information, and demonstrate effective controls to customers and business partners.

Protect family wealth, reduce transfer taxes, advance philanthropic goals, and prepare future generations through coordinated estate and gift tax planning.

Manage complex family finances with tailored administration, coordinated advice, and strategies aligned with immediate needs and long-term goals.

Personalized tax planning and compliance help individuals and families manage complex tax affairs, address international considerations, and coordinate their broader family plans.

Receive objective, tailored wealth advice and investment services to manage assets, monitor progress toward long-term goals, and support personal financial objectives.

Assurance and Advisory

Frank, Rimerman provides integrated audit, assurance, advisory, and consulting services to organizations across the United States and around the world. Services include financial statement audits, reviews, and compilations; venture fund and private equity services; public company services; transaction readiness; IT audits; not-for-profit audits; and employee benefit plan audits. Employee benefit plan services include audits for 401(k) and 403(b) plans with 100 or more eligible participants, audit readiness consulting, internal control recommendations, and plan operations feedback. Teams draw on industry experience and collaborate closely with clients to tailor their approach to each organization’s circumstances and requirements.

Category: Audit and Assurance Services

• Meet Investor And Creditor Reporting Needs
  Supports regular financial reporting for investors and creditors through audits, reviews, and compilations tailored to the organization’s requirements.
• Demonstrate Security And Service Effectiveness
  Independent audit and certification reports communicate information about service effectiveness and help organizations develop a stronger compliance posture and refine security controls.
• Manage Plan Compliance And Controls
  Tailored plan audits and practical guidance help sponsors address audit and compliance requirements, strengthen governance and internal controls, improve operations, and potentially reduce plan fees.
• Prepare For Financing And M&A
  Helps organizations plan for financing or M&A, address potential transaction issues, and work to maximize future deal potential.
• Address Public Company Requirements
  Supports publicly traded firms with accounting and regulatory requirements and assistance with capital raising through initial public offerings.
• Access Tailored Fund Expertise
  Tailors expertise for venture fund and private equity clients across a wide range of fund sizes and needs.
• Tailor Strategies To Your Organization
  Close collaboration and industry experience help the team adapt its approach and develop strategies for each company’s circumstances and accounting issues.
• Prepare For Your First Audit
  Get audit readiness consulting when filing for the first time or as your plan grows.
• Improve Plan Operations
  Use practical feedback to identify ways to improve compliance and efficiency and streamline plan processes.
• Strengthen Controls And Processes
  An interactive audit helps the team understand the organization and advise on improving internal controls and processes so it can better pursue its mission.
• Connect Audits With Broader Advice
  Draw on in-house tax and advisory services alongside the audit for a broader view of the business.

Accounting and CFO Advisory

Frank, Rimerman provides fractional accounting, controller, and CFO advisory services to early- and mid-stage companies, including startups and privately held businesses. Support spans accounting, finance, and HR functions, with services ranging from technical accounting and software implementation to operational reporting, FP&A, and business advisory. The offering is designed to scale with each stage of a company’s growth and help management teams focus on their business until they are ready to build in-house finance teams.

Category: Accounting Services

• Scale Accounting Support With Growth
  Companies can access accounting and controller support as their needs evolve, without having to build an in-house finance team immediately.
• Add Experienced Finance Leadership
  Companies can work with a part-time CFO or VP of Finance for finance leadership and strategic support as they develop.
• Plan And Model Financial Needs
  Financial planning, modeling, and FP&A support help companies work through financial needs and business plans.
• Deliver Decision-Ready Financial Reporting
  Companies can receive financial statements, metrics, and reporting packages for investors, boards, and management decision-making.
• Coordinate Services As Your Business Scales
  Companies can access accounting and CFO support alongside technical accounting, tax, and software consulting through an integrated offering designed to scale with business needs.
• Address Complex Accounting Needs
  Technical accounting support helps companies address accounting matters as their business and finance needs develop.
• Manage Finance And HR Functions
  Companies can receive support for finance and HR functions alongside accounting services.
• Prepare For Fundraising And M&A
  Companies can receive due diligence and finance support in connection with fundraising, capital raises, or M&A.
• Assess Risks And Financial Options
  Clients can work with advisors to identify issues, prioritize urgent matters, and consider options before making sensitive financial decisions.
• Support Operational Reporting
  Operational reporting is available alongside accounting, software implementation, and CFO advisory support.
• Implement Finance Software
  Software implementation support complements the firm’s accounting and finance services.
• Maintain Equity And Cap-Table Integrity
  Equity management support addresses cap-table integrity as part of finance support for venture-backed companies.
• Prepare For Financial Audits
  Audit preparation support helps companies address financial audit needs as part of their accounting and finance operations.
• Address Revenue Recognition
  The team brings revenue recognition expertise within its accounting and business advisory services.
• Support Sales Operations
  The team’s areas of expertise include sales operations as part of its broader business advisory work.

Global and Domestic Tax

Frank, Rimerman’s global and domestic tax teams provide tax planning, consulting, compliance, and risk management for businesses with complex tax circumstances and operations across jurisdictions. Services include customized tax strategies, identifying eligible tax credits, navigating local and state tax obligations, transfer pricing documentation, transaction planning, and international tax structuring and expansion support. The team helps businesses stay current with compliance changes and plan for a broad range of business outcomes.

• Tailor Tax Strategies To Business Needs
  Businesses receive tax strategies shaped around their circumstances, future plans, and applicable local and state tax obligations.
• Manage Compliance Across Jurisdictions
  Businesses can address tax compliance requirements across their jurisdictions and keep current with changing requirements while managing potential risks.
• Plan International Structures And Expansion
  Businesses receive support with international structuring and expansion planning as they enter global markets, operate as multinationals, or encounter new international tax complexities.
• Document Justifiable Transfer Prices
  International businesses receive support documenting economically justifiable transfer prices through an approach intended to be appropriate, accurate, and cost-effective.
• Prepare For Tax Impacts On Transactions
  Businesses can address tax considerations ahead of a future transaction and consider potential effects on deal valuation and viability.
• Identify Eligible Credits And Incentives
  Businesses can identify available tax credits and incentives and consider them as part of a tailored tax strategy.

Risk Advisory and Assurance

Frank, Rimerman provides risk advisory and assurance services to help organizations manage IT risks and address security, privacy, and compliance requirements. Services include independent SOC examinations and attestations, ISO assessments and certifications, and HIPAA assessments and compliance reports. The team also helps organizations strengthen security controls, manage strategic risks, and support operational resilience. Its IT assurance work includes CSA STAR Level 2, SOC 1 and SOC 2, ISO 27001, ISO 27701, and ISO 22301 audits and certifications.

• Demonstrate Effective Controls
  SOC reports provide customers with assurance about the effectiveness of an organization’s control environment. They can also document internal controls and help meet external audit mandates and contractual obligations.
• Certify Security And Privacy Systems
  Independent assessment and certification can demonstrate that an organization’s information security and privacy management systems meet applicable standards, providing customers, partners, and boards with evidence of its approach.
• Strengthen Compliance And Security Controls
  Independent IT assurance work can help organizations demonstrate service effectiveness, strengthen their compliance posture, mature business processes, and refine security controls.
• Manage IT And Security Risks
  IT risk management support helps organizations address security and compliance challenges while protecting trade secrets, client and employee information, and intellectual property.
• Demonstrate Patient Data Safeguards
  Healthcare assessments and compliance reports provide digital health companies with a way to demonstrate safeguards for patient information in connection with HIPAA and Business Associate Agreement requirements.
• Streamline Customer Assurance Reviews
  Assurance reports provide customers with information about service effectiveness, support vendor due diligence, and reduce time spent completing security questionnaires.
• Connect Risk Management To Business Goals
  Identifying and managing strategic risks supports business goals and can help organizations pursue growth opportunities while promoting a proactive approach to risk.
• Support Continuity During Disruptions
  Business continuity support helps organizations maintain operations during disruptions and emergencies. ISO 22301 certification audits are included among the firm’s IT assurance services.

Estate and gift tax planning

Frank, Rimerman works with individuals, families, and charitable organizations to develop estate, gifting, and philanthropy strategies aligned with their goals. The team reviews each client’s situation, including wills, trusts, and related entities, to create, implement, and maintain plans that protect assets, address taxes and other complications, and support wealth transfer. Services also include estate and trust tax compliance, business succession planning, family governance, wealth education, charitable entity design, and guidance on the tax and timing implications of charitable funding decisions. The team coordinates with clients’ financial and legal advisors and can help identify specialists for valuations of difficult-to-value charitable gifts.

• Protect And Transfer Family Wealth
  Develops estate and wealth transfer structures designed to protect assets, address tax considerations, and help prepare future generations to receive wealth.
• Meet Estate And Trust Filing Requirements
  Helps families manage estate, gift, and trust tax reporting requirements and related administrative responsibilities.
• Plan For Succession And Future Generations
  Supports business succession planning, family governance, and wealth education to help families prepare for future generations.
• Align Giving With Family And Tax Goals
  Helps families plan charitable giving around their objectives, consider funding decisions, and identify valuation specialists for difficult-to-value charitable gifts.
• Adapt Estate Strategies As Needs Change
  Supports families in reviewing future uncertainties and updating their estate strategy as circumstances, risks, goals, and needs change.
• Coordinate Your Advisory Team
  Connects estate and gift tax planning with input from key financial and legal advisors to support the client’s goals and intended legacy.

Family Office

Frank, Rimerman + Co.’s Family Office service helps families manage day-to-day financial matters while building strategies for long-term financial objectives. The team provides coordinated financial administration, wealth planning and advisory, family governance, lifestyle services coordination, and insurance and risk management. Services are tailored to each family’s goals and circumstances, with professionals collaborating with family members, outside advisors, and the firm’s tax and wealth management teams. The practice also provides outsourced accounting support to high-net-worth individuals and families, with a focus on trust and confidentiality.

• Coordinate Family Finances
  Families can delegate financial administration, including bills, banking, reporting, and tax compliance, while benefiting from a coordinated approach to their financial and tax situation.
• Plan And Advise On Wealth
  Families receive a customized portfolio and investment strategy informed by personal goals, with advice focused on protecting, preserving, and growing family assets.
• Align Family Stakeholders
  Families can create a clearer shared understanding of their financial direction and goals through facilitated communication and support for long-term planning.
• Review Coverage And Manage Risk
  Regular risk and insurance reviews help families assess coverage for major assets and adapt their risk-management strategy as circumstances change.
• Integrate Tax And Wealth Advice
  Families can receive connected family office, tax, and wealth management services, bringing related financial considerations together in a coordinated approach.
• Coordinate Family Advisory Teams
  Coordination among family members, the firm’s professionals, and outside advisors helps connect planning with the family’s goals and financial context.
• Outsource Family Accounting
  Families can obtain accounting support for bookkeeping, reporting, expense tracking, and preparing financial information for tax planning and return preparation.
• Coordinate Lifestyle Services
  Clients can access concierge services and specialists through a managed network, with provider relationships and costs monitored by the team.

Income Tax Planning and Consulting

Frank, Rimerman’s tax professionals provide personalized planning, consulting, and compliance support for individuals and families, particularly those facing complex tax situations. Services include federal and state return preparation, quarterly estimated tax planning, tax examination management and representation, and guidance on international tax considerations. The team also handles stock option and executive deferred compensation planning, and helps coordinate income tax, estate and gift matters, charitable giving, and the administration of family plans. Complementary services include internal control reviews for family offices, valuations for charitable and family gifts, and private foundation audits.

• Tailor Strategies To Complex Tax Situations
  Clients receive tax planning and consulting suited to their specific circumstances and planning needs.
• Prepare Returns And Plan Estimated Taxes
  Support for federal and state returns and quarterly estimated taxes helps clients address filing obligations, reduce penalty risk, and plan cash flow.
• Address International Tax Considerations
  Guidance helps individuals and families navigate tax compliance and planning considerations arising from participation in the global marketplace.
• Coordinate Tax And Family Plan Matters
  Clients can address income tax, estate and gift matters, charitable giving, and family plan administration through a coordinated approach to managing their affairs.
• Plan Stock Options With Tax Guidance
  Individuals can access tax planning support related to stock options.
• Plan Deferred Compensation With Tax Guidance
  Executives receive planning support for deferred compensation as part of the firm's individual tax services.
• Manage And Represent Tax Examinations
  Clients can receive assistance managing tax examinations and representation during the examination process.
• Review Family Office Controls And Audit Foundations
  These complementary services provide internal control reviews for family offices and audits for private foundations alongside individual tax services.
• Value Charitable And Family Gifts
  Clients can access valuation services for charitable and family gifts alongside individual tax support.

Private wealth management

Frank, Rimerman provides objective financial advice and investment services tailored to clients’ specific needs, available as an integrated program or a standalone plan. Its comprehensive advisory process takes a broad, balanced view of wealth and is grounded in accountability and an understanding of each client’s personal goals. Services include asset review and management, financial goal setting, portfolio guidance, and investment performance monitoring and reporting. The firm does not sell products or accept referral fees, and investment advisory services are provided by Frank, Rimerman Advisors LLC, a federally registered investment advisor and subsidiary of Frank, Rimerman + Co. LLP.

• Align Advice With Personal Goals
  Clients receive a wealth advisory process shaped around their specific needs and personal goals, with the option to use an integrated program or a standalone plan.
• Review Assets And Guide Portfolios
  Clients receive an overall view of their wealth, objective feedback on their existing strategy, and portfolio guidance suited to their circumstances and objectives.
• Track Performance Against Long-Term Goals
  Ongoing performance monitoring and reporting help clients assess progress toward long-term objectives while considering risk exposure and after-tax returns. Clients can access the client portal online.
• Keep Advice Focused On Your Objectives
  By not selling products or accepting referral fees, the firm seeks to avoid conflicts and incentives that could take attention away from clients’ financial objectives.
• Access Investment Advisory Services
  Clients receive investment advisory services through Frank, Rimerman Advisors LLC, the firm’s federally registered investment advisor subsidiary.