35
Accounting services; forensic accounting services; business
appraisal services; business assurance auditing services and
preparation of business reports; auditing services, namely,
account and business auditing; supply chain management
consulting services and procurement consulting services,
namely, consulting in the field of procuring of contracts
for others for the purchase of goods; business consulting in
the field of mergers and acquisitions; tax planning, advice,
information and consulting services; tax preparation
services; payroll management and payment services, namely,
payroll administration; business marketing consulting
services; business consulting services in the field of
business management and business strategy; business
consulting and audit services, namely, account and business
auditing for information technology, cyber-security,
privacy, technology selection, technology purchasing,
technology implementation, and payment systems; providing
business support staff services in the fields of payroll and
accounting; business and accounting analytics services;
providing business analytics information, financial
benchmarking information and financial metrics information
in the fields of business and accounting
36
Business valuation services; financial management services;
wealth management services; retirement financial planning
services; financial reporting advisory services; insurance
services, namely, brokerage services for life insurance and
disability insurance; financial administration of retirement
plans; broker-dealer services in the field of securities,
stocks, bonds, and mutual funds; registered investment
advisory services; financial restructuring services; debt
reorganization services; financial consulting and advising
in the field of mergers and acquisition; accounts payable
management and payment services
41
Educational services, namely, providing classes, seminars
and workshops in the fields of accounting and business
42
Testing, analysis and evaluation of the services of others
to determine conformity with certification standards in the
field of real estate title insurance underwriting services
and real estate settlement services; testing, analysis, and
evaluation of the information security management systems of
others for purposes of certification and to assure
compliance with industry standards
45
Litigation support in economics, accounting, and finance;
regulatory compliance consulting in the field of retirement
plan administration