RRBB - Services

Whether you are a sole-proprietor in need of a compiled financial statement for your business, a publicly-held business in need of an audit in full compliance with SEC Rules and Regulations or any of various levels in between, Rosenberg Rich Baker Berman & Company is qualified and interested in filling your needs.

Our experience includes financial reporting for international companies both foreign and U.S. owned. We are familiar with the reporting requirements of various specialized industries as well as governmental audit and reporting requirements. In addition to financial statement reporting, Rosenberg Rich Baker Berman & Company provides specialized reporting such as agreed-upon procedures, royalty and lease audits and fraud examinations.

For more information contact David N. Roth, Steven J. Truppo, Gary A. Sherman, Pamela Bezner Ali, or Robert S. Quick.

These services help decision-makers evaluate key business components, major process changes and the merit of potential acquisitions. Our consulting team consists of seasoned professionals who can act as objective sounding boards, offer professional guidance, and research assistance where appropriate.

Whether your needs include developing a strategic plan to accomplish the future goals of your company, obtaining assistance in putting together a marketing plan or determining the cost of manufacturing your product, Rosenberg Rich Baker Berman & Company can provide you with the kind of assistance you need.

For more information contact David N. Roth,Steven J. Truppo, Gary A. Sherman or Robert S. Quick.

One of Rosenberg Rich Baker Berman & Company’s specialties lies within our benefits and retirement plan department. We have skilled staff with years of experience in determining which type of plan best suits your organization, developing and writing the plan within the proper parameters and providing the integral administrative support and reporting capabilities that you need. By offering a competitive benefits package to your staff and potential employees, your organization will be able to retain and attract the type of individuals that are essential in maintaining or growing your business.

The integration of our corporate and consulting backgrounds with our unique financial business perspective allows us to deliver superior professional service and quality to our clients who are considering or require this type of service. We take the time necessary to properly educate both you and your employees on the details and operations of your particular plan(s).

For more information contact Gary A. Sherman or Pamela Bezner Ali.

We at Rosenberg Rich Baker Berman & Company urge you to consult with us on your estate plan. We have a highly experienced group of estate and financial planners. Our goal is to help you to reduce your estate tax exposure and to manage your savings. Your heirs will appreciate not only your desire to share your assets with them, but also your sensibility in planning in a timely fashion. We have the financial background and tax expertise to deal with complex business situations, while we are at the same time sensitive to the human aspects of the planning process.

An estate plan constantly evolves as circumstances in life change, therefore, estate plans should be reviewed on a regular basis. We will meet with you as many times as necessary to accomplish your goals. As a result of our services, we will provide a letter explaining your estate plan in everyday language.

For more information contact Carl S. Schwartz or Daniel M. Brooks.

Rosenberg Rich Baker Berman & Company is able to provide individualized financial planning services through our relationship with RRBB Financial Resources, LLC. RRBB Financial Resources is a financial planning firm developed with one goal in mind, to help our clients achieve financial success. Key members of the financial planning team are licensed as investment advisor representatives with Linsco/Private Ledger, a registered investment advisor. It is through these investment advisors that a financial plan is developed with your goals in mind.

Through Linsco/Private Ledger (LPL), RRBB Financial Resources is able to provide investment, insurance and benefit options to our clients. Your advisors will provide you with the level of service that you personally demand. They will assist you in the monitoring of your financial performance and hold regularly scheduled meetings to discuss past performance, expectations for the future and any changes in your goals and objectives.

For more information contact Marsha L. Baldinger.

At Rosenberg Rich Baker Berman & Company, litigation support is one of our special services, provided by a team of experienced professionals who are able to analyze and interpret a variety of accounting, financial, statistical and economic information. The strength of our Litigation Services Group lies in its ability to help you see beyond presented date, to view financial records with the inquisitive and challenging eyes of a financial detective, and more importantly, recognize when matters of significant financial importance are being concealed or distorted.

Some examples of how our services are applied to client needs include:

§ Bankruptcy, Creditor Committees and Workouts

§ Business Valuations

§ Construction Claims

§ Criminal Tax Fraud

§ Feasibility Studies and Projections

§ Insurance Claims

§ Lost Profit Claims

§ Matrimonial Litigation

§ Real Estate Lease Audits

§ Stockholder Suits and Partnership Dissolutions

§ White-Collar Crime, Fraud and Embezzlements

For more information on these services, click here or contact Leonard M. Friedman or Marsha Baldinger.

As a business owner, deciding the how, when, where, and why’s of selling your business can be a monumental task. Rosenberg Rich Baker Berman & Company understands your needs and concerns about your largest single asset, your business. We have been intimately involved with the day-to-day operations of both small, family controlled organizations as well as large international corporations in the areas of accounting, tax planning and consulting.

Merger and acquisition work does not solely hinge on locating a buyer and seller--there are tax planning considerations, business valuation needs, financial reporting aspects and family and estate planning issues to be concerned with as part of an overall sale of a business. We manage the sales of companies. We are able to assist you from the planning stages, where we advise you on how to minimize the negatives and enhance the attractiveness of the business. We will walk you through the formal sales process, which includes preparation of a confidential memorandum, identification of prospective purchasers, valuation of the business, structuring the transaction, negotiation of terms and price and coordination of the closing process.

For more information contact David N. Roth or Leonard M. Friedman.

At the heart of every accounting firm lies a knowledgeable and competent tax department. At Rosenberg Rich Baker Berman & Company, our tax experts are trained to be proactive and analytical while never losing sight of the client’s "big picture". Our goal for each tax client is to review their highly individualized situation, ask the pertinent investigative questions and then explain in non-technical terminology how we can reduce their tax liability and plan properly for the coming years.

Rosenberg Rich Baker Berman & Companycan provide tax services for corporations, individuals or international entities in such areas as year-end planning, taking anticipatory and preemptive steps to minimize taxes, tax compliance and representation before taxing authorities.

For more information contact Carl S. Schwartz, David N. Roth, Steven J. Truppo, Leonard M. Friedman, Gary A. Sherman, Robert S. Quick, Marsha L. Baldinger or Daniel M. Brooks.

Rosenberg Rich Baker Berman & Company has made a strong commitment to providing assistance to Not-for-Profit Organizations at work in the community. Our Not-for-Profit group consists of several partners and staff who have been working in the specialty for many years. In addition to providing services to many organizations, many of the Not-for-Profit group members have served as Board Members for a variety of local Not-for-Profit Associations.

Our experience includes working closely with the United Way and their related structures, educational institutions, senior citizen apartment complexes, social welfare and trade organizations, and a variety of other entities. We have dealt extensively with the New Jersey State Charitable Organization Registration Office, the New York Charities Registration Office and are members of the Accountants for the Public Interest.

For more information contact Pamela Bezner Ali.