09
Downloadable customized software program that allows
interactive modeling of future financial performance
projections assuming various combinations of success related
to an organization's key business performance drivers;
downloadable customized software program, namely, a value
added analysis calculator
16
Printed materials, namely, newsletters, reports, guides and
manuals in the field of accounting, auditing, tax, business,
financial management and analysis
35
Accounting services for business; general financial ledger,
namely, bookkeeping and financial statement preparation
services; payroll preparation and financial record-keeping
services; business assurance services for others, namely,
account and records auditing, account reviewing, and
compilation of account information and computer databases
for financial statements, preparation of prospective
financial statements, internal account auditing services and
internal account control reviewing, namely, monitoring,
reviewing and reporting controls put in place to prevent
internal fraud, financial statement analysis and accounting
advice, and attestation services in the nature of reports
regarding review of financial or business documents,
policies or procedures; business succession planning
services; tax planning and tax compliance services, namely,
management of tax files; corporate business services,
namely, consultation regarding mergers and acquisitions,
divestitures, and corporate business planning; forensic
accounting services; business management consulting
services; business planning services; general business
consulting in the fields of assistance with budgets, namely,
financial records management, economic forecasting, and cash
flow forecasting, and business strategic planning;
international services, namely, account auditing and
accounting bookkeeping services, tax planning and tax
compliance; tax services, namely, tax consulting and tax
preparation services, tax return preparation, trust tax
preparation services, and state and local tax (SALT)
consulting; consulting services, namely, business
consultation services in the field of E- Businesses;
executive search services; outsourcing services; financial
outsourcing services, namely, arranging service contracts
for others in the field of fractional accounting and finance
leadership, interim accounting and finance executive
services; providing customized accounting solutions, namely,
providing personnel for temporary assistance and project
management
36
Financial services, namely, asset management services;
administration, consulting and investment consulting and
advice regarding employee financial benefits; estate
planning services; financial planning services; insurance
consulting services, namely, life insurance policy review,
executive long-term care insurance planning, qualified
retirement plan planning, supplemental disability insurance
planning, non-qualified deferred compensation plan planning
and administration; retirement planning services, namely,
financial planning for retirement; financial forecasting in
the field of cash flow; international corporate financial
planning services; financial valuation of personal property,
namely, estate valuation; business and property valuation
services in the field of bankruptcy; valuation services,
namely, business and personal property valuations; real
estate consultation, namely, consultation with respect to
real estate acquisition, divestitures, management and
processes, real estate loan financing, and real estate
appraisal; financial risk management services; financial
consulting services, namely, providing a financial planning
process which identifies and models the financial impacts of
an organization's key business performance drivers and
provides financial performance projections assuming various
combinations of success related to the key business
performance drivers; design, administration and audits of
employee benefit plans concerning insurance and financial
services; insurance consultation
41
Training in the use and operation of computer hardware and
software; education services, namely, conducting courses,
seminars, conferences, workshops and classes in the field of
accounting, auditing, tax, management consulting, business,
financial management and analysis, information technology
and online business activities and operations and,
developing and distributing educational materials in
connection therewith
42
Consulting services regarding accounting software selection,
and implementation of accounting software; consulting
services in the field of design, selection, implementation
and use of computer hardware and software systems for
others; consultation regarding business software and
computer networks; installation of computer software;
technical support services, namely, performing systems
monitoring, system audits, system inventory, regularly
scheduled system maintenance; vendor management services;
providing temporary use of an on-line non-downloadable
customized software program that allows interactive modeling
of future financial performance projections assuming various
combinations of success related to an organization's key
business performance drivers; managed service provider (MSP)
services, namely, remote management of IT systems;
technology consulting services in the field of technology
planning regarding computers, software, office equipment,
communications equipment, and networks
45
Litigation support services; litigation support services,
namely, legal discovery and pre-trial analysis, and expert
witness services in legal matters in the fields of
litigation or forensic investigations