# Frank, Rimerman + Co. *Also known as Frank, Rimerman* - Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company - Industry: Accounting - Market category: Accounting Services (https://nowen.ai/category/accounting-services) - Also in: Audit and Assurance Services - Delivery model: services - Website: https://frankrimerman.com - Legal name: Frank, Rimerman + Co. LLP - AI agent profile: https://nowen.ai/agents/frankrimerman-com - Updated: 2026-11-09 - Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services) - Read by AI assistants from: OpenAI, Perplexity > A professional services firm providing assurance, tax, accounting, advisory, and wealth management services to businesses, individuals, families, and investment firms. Frank, Rimerman + Co. is a professional services firm serving businesses, individuals, families, and investment firms. Its professionals provide assurance, tax, accounting, CFO advisory, risk advisory, and wealth management services, combining technical expertise with personal service to help clients manage financial complexity and pursue their goals. **Mission:** To be recognized as a unique, high-spirited firm making creative and innovative contributions to our clients and our community. ## Products & Services ### [Assurance and Advisory](https://www.frankrimerman.com/services-for-businesses/assurance-and-advisory/) *Service* Helps organizations meet reporting and compliance requirements, prepare for transactions, and address financial and operational challenges with tailored expertise. 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. - Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services) - **Financial statement audits, reviews, and compilations** — Meet Investor And Creditor Reporting Needs - **IT audits and assurance** — Demonstrate Security And Service Effectiveness - **Employee benefit plan audits** — Manage Plan Compliance And Controls - **Merger and acquisition and transaction readiness** — Prepare For Financing And M&A - **Public company services** — Address Public Company Requirements - **Venture fund and private equity services** — Access Tailored Fund Expertise - **Industry-specific, collaborative service** — Tailor Strategies To Your Organization - **Audit readiness consulting** — Prepare For Your First Audit - **Plan operations feedback** — Improve Plan Operations - **Not-for-profit audits** — Strengthen Controls And Processes - **Integrated tax and advisory services** — Connect Audits With Broader Advice ### [Accounting and CFO Advisory](https://www.frankrimerman.com/services-for-businesses/accounting-and-cfo-advisory/) *Service* Get scalable accounting, finance, and CFO support that helps growing companies manage financial operations and focus on business growth. 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. - Categories: Accounting Services (https://nowen.ai/category/accounting-services) - **Fractional accounting and controller services** — Scale Accounting Support With Growth - **Fractional CFO and finance leadership** — Add Experienced Finance Leadership - **Financial planning and modeling** — Plan And Model Financial Needs - **Financial reporting and metrics** — Deliver Decision-Ready Financial Reporting - **Scalable integrated services** — Coordinate Services As Your Business Scales - **Technical accounting** — Address Complex Accounting Needs - **Finance and HR function support** — Manage Finance And HR Functions - **Fundraising and M&A support** — Prepare For Fundraising And M&A - **Risk mitigation and financial decision support** — Assess Risks And Financial Options - **Operational reporting** — Support Operational Reporting - **Software implementation** — Implement Finance Software - **Equity and cap-table management** — Maintain Equity And Cap-Table Integrity - **Audit preparation** — Prepare For Financial Audits - **Revenue recognition** — Address Revenue Recognition - **Sales operations support** — Support Sales Operations ### [Global and Domestic Tax](https://www.frankrimerman.com/services-for-businesses/global-and-domestic-tax-services/) *Service* Helps businesses manage cross-jurisdiction tax obligations, address tax risks, identify planning opportunities, and prepare for future business outcomes. 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. - **Business tax planning and consulting** — Tailor Tax Strategies To Business Needs - **Tax compliance and risk management** — Manage Compliance Across Jurisdictions - **International tax structuring and expansion planning** — Plan International Structures And Expansion - **Transfer pricing documentation** — Document Justifiable Transfer Prices - **Transaction tax planning** — Prepare For Tax Impacts On Transactions - **Tax credit and incentive analysis** — Identify Eligible Credits And Incentives ### [Risk Advisory and Assurance](https://www.frankrimerman.com/risk-advisory-and-assurance/) *Service* Helps organizations address security and compliance requirements, manage IT risks, protect sensitive information, and demonstrate effective controls to customers and business partners. 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. - **SOC examinations and attestations** — Demonstrate Effective Controls - **ISO assessments and certifications** — Certify Security And Privacy Systems - **IT assurance audits** — Strengthen Compliance And Security Controls - **IT risk and security management** — Manage IT And Security Risks - **Healthcare compliance assessments** — Demonstrate Patient Data Safeguards - **Security and privacy assurance reporting** — Streamline Customer Assurance Reviews - **Strategic risk management** — Connect Risk Management To Business Goals - **Business continuity and operational resilience** — Support Continuity During Disruptions ### [Estate and gift tax planning](https://www.frankrimerman.com/services-for-individuals/estate-and-gift-tax-planning/) *Service* Protect family wealth, reduce transfer taxes, advance philanthropic goals, and prepare future generations through coordinated 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. - **Estate and wealth transfer planning** — Protect And Transfer Family Wealth - **Estate and trust tax compliance** — Meet Estate And Trust Filing Requirements - **Business succession, family governance, and wealth education** — Plan For Succession And Future Generations - **Charitable giving and philanthropy planning** — Align Giving With Family And Tax Goals - **Estate risk management** — Adapt Estate Strategies As Needs Change - **Financial and legal advisor coordination** — Coordinate Your Advisory Team ### [Family Office](https://www.frankrimerman.com/services-for-individuals/family-office/) *Service* Manage complex family finances with tailored administration, coordinated advice, and strategies aligned with immediate needs and long-term goals. 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. - **Financial strategy and administration** — Coordinate Family Finances - **Wealth planning and advisory** — Plan And Advise On Wealth - **Family governance** — Align Family Stakeholders - **Insurance and risk management** — Review Coverage And Manage Risk - **Integrated tax and wealth services** — Integrate Tax And Wealth Advice - **Family and outside advisor coordination** — Coordinate Family Advisory Teams - **Outsourced accounting support** — Outsource Family Accounting - **Lifestyle services coordination** — Coordinate Lifestyle Services ### [Income Tax Planning and Consulting](https://www.frankrimerman.com/services-for-individuals/income-tax-planning-and-consulting/) *Service* Personalized tax planning and compliance help individuals and families manage complex tax affairs, address international considerations, and coordinate their broader family plans. 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. - **Individual tax planning and consulting** — Tailor Strategies To Complex Tax Situations - **Tax return preparation and estimated tax planning** — Prepare Returns And Plan Estimated Taxes - **International individual tax planning** — Address International Tax Considerations - **Family tax coordination and administration** — Coordinate Tax And Family Plan Matters - **Stock option planning** — Plan Stock Options With Tax Guidance - **Executive deferred compensation planning** — Plan Deferred Compensation With Tax Guidance - **Tax examination management and representation** — Manage And Represent Tax Examinations - **Family office control reviews and foundation audits** — Review Family Office Controls And Audit Foundations - **Charitable and family gift valuations** — Value Charitable And Family Gifts ### [Private wealth management](https://www.frankrimerman.com/services-for-individuals/private-wealth-management/) *Service* Receive objective, tailored wealth advice and investment services to manage assets, monitor progress toward long-term goals, and support personal financial objectives. 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. - **Personalized wealth advisory** — Align Advice With Personal Goals - **Asset management** — Review Assets And Guide Portfolios - **Investment performance monitoring and reporting** — Track Performance Against Long-Term Goals - **Objective, conflict-conscious advice** — Keep Advice Focused On Your Objectives - **Investment advisory services** — Access Investment Advisory Services ## Sources - [Frank, Rimerman + Co.](https://frankrimerman.com) - [Assurance and Advisory](https://www.frankrimerman.com/services-for-businesses/assurance-and-advisory/) - [Accounting and CFO Advisory](https://www.frankrimerman.com/services-for-businesses/accounting-and-cfo-advisory/) - [Global and Domestic Tax](https://www.frankrimerman.com/services-for-businesses/global-and-domestic-tax-services/) - [Risk Advisory and Assurance](https://www.frankrimerman.com/risk-advisory-and-assurance/) - [Estate and gift tax planning](https://www.frankrimerman.com/services-for-individuals/estate-and-gift-tax-planning/) - [Family Office](https://www.frankrimerman.com/services-for-individuals/family-office/) - [Income Tax Planning and Consulting](https://www.frankrimerman.com/services-for-individuals/income-tax-planning-and-consulting/) - [Private wealth management](https://www.frankrimerman.com/services-for-individuals/private-wealth-management/)