WE PROMISE TO KNOW YOU AND HELP YOU.
Mark Identification

WE PROMISE TO KNOW YOU AND HELP YOU.

Serial Number

87666873

Filing Date

Oct 31, 2017

Registration Date

Jul 2, 2019

Trademark by

CLA TRADEMARKS HOLDING COMPANY LLC

Active Trademark

Classification Information

Accounting services for business; general financial ledger, namely, bookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for regulatory compliance purposes; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information into 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 preparing 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 consulting in connection with regulatory compliance; tax services, namely, tax consulting and tax preparation services, tax return preparation, trust tax preparation services, and state and local tax 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 temporary personnel for customized accounting solutions and project management; business appraisal services including for bankruptcy purposes; tax assessment; business consultancy in the fields of design, administration and audits of employee benefit plans concerning insurance and finance

Advertising and Business

Financial asset management services; Financial administration, consulting and investment consulting and advice in the field of employee financial benefit plans; 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; personal property valuation services in the field of bankruptcy; valuation services, namely, valuation of intellectual property and intangible assets, estate valuations, health care valuations, shareholder valuations, and securities valuations, 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 financial planning utilizing a 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; insurance consultation

Insurance and Financial

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

Education and Entertainment