SERVICES

Industry Experience

Deep experience supporting real estate developers and construction organizations across Hawaii
Expertise in budgeting, job cost systems, and financial reporting for lenders and stakeholders
Practical guidance on structuring investments and complex transactions
Comprehensive understanding of real estate and construction tax matters
Strategic tax planning to help minimize liability and improve cash flow and profitability
Integrated advisory approach to support effective deal structuring and long-term success

Multi-state fiduciary tax compliance and advisory for estates, trusts, and beneficiaries
Trust and estate accounting, including bookkeeping and fiduciary reporting
Planning support for wealth transfer, estate administration, and ongoing trust operations
Coordination with attorneys, advisors, and other professionals to support effective administration

Extensive experience serving state, county, and quasi-governmental entities across Hawaii
Financial statement audits and Single Audits in accordance with GAAS, GAGAS, and Uniform Guidance
Preparation of audit schedules, journal entries, reconciliations, trial balances, and financial statements
Financial oversight and compliance monitoring, including contract compliance support
Outsourced and co-sourced internal audit services
Process documentation, control assessments, and recommendations to strengthen operations and internal controls

Extensive experience serving Hawaii’s hospitality industry, including major hotel owners across all islands
Support throughout the full lifecycle of hotel properties—from development and construction to operations

Deep industry expertise serving domestic, captive, and specialty insurance companies
Extensive experience across property and casualty, health, and captive insurance sectors
Practical insights into financial reporting, operations, and regulatory compliance
Comprehensive audit, regulatory, and compliance support aligned with evolving standards
Dedicated insurance practice with specialized teams and ongoing industry training
Access to strategic alliances and industry specialists to provide comprehensive, high-quality support

Serving nonprofit organizations represents a significant portion of our practice
Financial statement audits and reviews tailored to nonprofit organizations and stakeholder needs
Form 990 preparation and nonprofit tax advisory, including considerations for unrelated business income and tax-exempt status
Accounting and financial reporting support to strengthen transparency and decision-making
Grant tracking and reporting support, including donor restrictions and funding compliance
Process improvement to enhance efficiency and mission impact
Program compliance, including subrecipient monitoring

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