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 for others; business assurance services for others,
namely, account and business records auditing, accountancy,
namely, reviewing of accounts, and compilation of account
information and computer databases for preparing financial
statements, preparation of prospective financial statements,
internal account auditing services and internal account
control reviewing, namely, monitoring, reviewing and
reporting controls to prevent internal accounting fraud,
financial statement analysis and accounting advice, and
attestation services in the nature of preparing business
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 temporary personnel for assistance and project
management; vendor management services for selecting vendors
for clients, managing and monitoring vendor-client
relationships, and assessing vendor risks
36
Financial investment services, namely, asset management
services; financial management 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 and non-qualified deferred compensation plan
planning; 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 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; technology
consulting services in the field of technology planning
regarding computers, software, office equipment,
communications equipment, and networks; 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; computer
network technical support services, namely, performing
computer network systems monitoring, computer network system
audits, computer network system inventory, regularly
scheduled computer network system maintenance; 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 of others
45
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; litigation support services
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