Holmes & Company, PC has provided timely and leading edge consulting and advice to law firms, CPA firms, and banks regarding the SBA Paycheck Protection Program. Our firm has provided multiple webinars with approximately 2,000 participants to the Oregon Society of Certified Public Accountants, the Non-Profit Association of Oregon, and the Professional Liability Attorney Network (PLAN). As a result of our expertise in navigating program rules and mastering strategies to maximize forgiveness, Holmes & Company was selected by OnPoint Credit Union (Oregon’s largest credit union) to manage the credit union’s total PPP Loan Forgiveness process. Accordingly, the professionals at Holmes & Company created bank processes that maximize efficiency, educational tools for borrowers and credit union employees, and the firm’s proprietary PPP Loan Verifier ™ that enables borrowers to achieve maximum PPP loan forgiveness while ensuring that the credit union complies with lender requirements for forgiveness.
Holmes & Company is proud to have been a leading consultant nationally and has helped thousands of companies achieve maximum goals for the Paycheck Protection Program.
Holmes & Company recognizes that proper tax preparation and planning services are essential for organizations and individuals to increase net worth and competitiveness.
We provide timely and proactive service and advice related to income tax planning across multiple industries in numerous states. Our professional experience and knowledge of your business and industry enable our clients to benefit from “big picture” strategies and maximum tax savings.
Litigation or other dispute resolution matters that involve accounting or tax related issues require a clear, accurate and persuasive presentation from experienced litigation experts. Holmes & Company professionals have experience as both testifying experts and undisclosed consultants. Our professionals are certified fraud examiners, CPA’s with “Big 4” experience and former industry financial executives.
Whether your issues are securities or malpractice claims against accounting firms, forensic or embezzlement issues, fraud (including mortgage fraud), commercial or shareholder disputes, tax shelters, anti-trust (monopoly), or complex damage issues, we provide excellent technical and strategic support to enhance your settlement or litigation result.
Holmes & Company plans its accounting and auditing services to provide our clients with valuable financial information. The experienced professionals of Holmes & Company include individuals with “real world” experience in industry senior level financial management positions as well as experience in international public accounting firms. Holmes & Company is one of the few Portland, Oregon based Public Accounting Firms that is registered with the Public Company Accounting Oversight Board (PCAOB).
Holmes & Company’s experienced professionals go a step further to advance your business and help guide your management team. From situational troubleshooting, strategic planning, or using the right data to build meaningful management reports, Holmes & Company has the business advisory experience that our clients rely upon. The following are specific examples of our past business advisory projects:
- Cash Flow Planning
- Cash Management Systems
- Cost Accounting and Break-even Analysis
- Family Business Planning
- Financial Projections and Templates
- Internal Control Evaluations
- Inventory Controls and Cost Systems
- Mergers and Acquisitions
- Spreadsheet Modeling
- Trend and Ratio Analysis
- Turn Around and Troubled Company Workouts
Our professionals are knowledgeable in a wide array of industries and disciplines, bringing expertise that surpasses tradition. Our depth of resources and breadth of services represent a range of experience that accommodates clients’ unique needs and goals. Let us help position you for greater success.