16
Printed materials, namely, educational materials,
instructional materials, written articles, curricula and
manuals in the fields of accounting, business analytics,
benchmarking, business management, cyber-security, finance,
valuation and tax
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; outsourcing services in the field of business
analytics; providing business analytics information in the
fields of business and accounting; accounts payable
management services, namely, administration of accounts
payable for others
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; advice relating to
investments by registered investment advisors; financial
restructuring services; debt restructuring services;
financial consulting and advising in the field of mergers
and acquisition; accounts payable debiting services;
providing financial benchmarking information and financial
metrics information in the fields of business and
accounting
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
Regulatory compliance consulting in the field of retirement
plan administration
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