Technical Accounting

Go beyond the numbers for real value

Technical Accounting Services

Our experienced team can be leveraged to support a wide variety of activities, including:

  • Transactions and business combinations
  • Technical accounting research and documentation
  • Preparation of financial statements and disclosures
  • Annual Comprehensive Financial Reports
Accounting Standard Implementation

Our team stays up-to-date on evolving accounting rules so we can support the implementation of key standards, including:

  • ASC 606, Revenue Recognition
  • ASC 326, Financial Instruments—Credit Losses
  • ASC 842, Lease Accounting
  • GASB 87, Leases

Our promise to you

Specialized support

As accounting and regulatory requirements evolve, attention to the details can be the difference between success and failure.

Accounting standard guidance

Benefit from guidance for standard-setting bodies like GASB, ASC, IFRS, SEC, FASB, and CPAB.

Reliable compliance

You deserve peace-of-mind when undertaking complex challenges. Let us handle the details while you focus on your growth.

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Transaction Advisory

Whether you’re buying or selling, you need to capitalize on every opportunity to maximize your return. With our support you can manage risk and uncover opportunities through every stage of the deal.

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Management Consulting

Assess and strengthen your core business functions to stand out from the competition with support from our experienced professionals.

Private Client Services

Why High-Net-Worth Individuals Choose MGO

Your financial decisions are connected, and your planning should be too. We bring together tax strategy, wealth management, business management, estate planning, and family office services into a coordinated approach that reflects your priorities, helping you make informed decisions with confidence.

  • An integrated financial strategy: Your financial life extends beyond investments or taxes alone. We coordinate across tax planning, wealth management, business management, estate planning, and family office services to create a strategy built around your goals — not disconnected recommendations.
  • Proactive tax planning: Business ownership, multistate and international tax exposure, investments, and estate planning all create opportunities — and potential risks. We help you plan ahead, identify tax-saving opportunities, and adapt your strategy as your financial life evolves.
  • Guidance through life’s biggest decisions: Whether you’re selling a business, planning for retirement, receiving an inheritance, or preparing for a significant liquidity event, we provide practical guidance that helps you navigate change while keeping your long-term goals in focus.
  • Confidence that comes from coordination: Managing significant wealth often means working with multiple professionals. We coordinate your financial team so every decision supports your broader objectives, giving you greater clarity and confidence along the way.

Tax, Wealth Management, Business Management, and Family Office Services

Tax Planning and Compliance

Individual tax compliance, multistate and international tax planning, estate and gift tax strategies, IRS representation, real estate tax analysis, business planning, and state residency planning.

Private Wealth Management

Goal-based financial planning, investment management, estate planning, insurance and risk management, and guidance through major life transitions to help you build, preserve, and transfer wealth with confidence.

Business Management

Budgeting, bill pay, cash flow management, financial reporting, personal CFO services, insurance consulting, and day-to-day financial management for entrepreneurs, executives, entertainers, and family offices.

Family Wealth Solutions

Estate and trust planning, family governance, succession planning, family mission and values development, and education that prepares future generations to steward your family’s wealth.

Strategic Consulting

Leadership transition planning, organizational alignment, operational improvement, change management, and risk management strategies for business owners and family enterprises.

Leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Managed Services

Turn Challenges into Growth Opportunities

SERVICES BUILT TO SUPPORT YOU


Audit and Assurance
  • Financial statement audit
  • Global statutory audit
  • Audits of internal controls
  • International Financial Reporting Standards
  • Internal audit services
  • Technical accounting assistance
Tax Planning and Compliance
  • U.S. federal tax
  • Sales and local tax
  • Tax compliance
  • Transfer pricing
  • Organizational restructuring
  • International tax consulting
  • R&D tax credits
Business Management
  • Bookkeeping and accounting
  • Accounts payable and bill pay management
  • Accounts receivable
  • Bank reconciliation
  • Cash flow analysis
  • Budgeting
  • Tax planning and preparation
Technology and Cybersecurity
  • Cyber and Information Security Assessment (CISA)
  • Regulatory compliance
  • Cyber and information governance
  • Security architecture and implementation
  • IT managed services
  • ERP planning
  • Virtual CIO/CISO
  • Cybersecurity maturity model certification
Finance and Internal Operations
  • Financial reporting
  • Budgeting and forecasting
  • Technical accounting
  • Research and documentation
  • Accounting standard implementation
  • Human resources
  • Outsourced controller/CFO
Risk Consulting
  • Internal audit
  • Enterprise risk management
  • Anti-Money Laundering assessment
  • Sarbanes-Oxley (SOX) and System Organization Controls (SOC)
  • Regulatory risk
  • Operational risk, compliance, and controls
  • Fraud risk assessment

5th Annual
Global Operations Center

Meet MGO India

MGO India is the cornerstone of MGO’s expanding global operations. Our Global Operations Center (GOC) enables us to provide you with continuity, scalability, and integration. The GOC leverages MGO’s pool of highly talented professionals, leading-edge technology, and processes within a secure digital work environment.

Integration with the GOC provides you with the opportunity to focus on your core business, solve capacity issues, enhance productivity and overall service quality, reduce costs, and achieve long-term sustainable goals.

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International Tax

Conduct business across borders with confidence you’re limiting risk and maximizing returns.

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Tax Credits and Incentives

Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance, credits and incentives can be a powerful tool for fueling your growth.

Leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

IT Consulting

Transform your enterprise

Protect your organization with technology built for your needs:

  • Perimeter Security Assessment
  • Physical Security Assessment
  • Policies and Procedures Practices Assessment
  • IT Risk Assessment
  • Third-Party (Service Providers) Assessment
  • Security Technology Architecture Review and Roadmap
  • HIPAA Security Rule Provisions Requirements Assessment
  • HIPAA Privacy Rule Provisions Requirements Assessment
  • HIPAA Privacy and Security Plan
  • Cloud Control Framework
  • IT Sarbanes-Oxley (SOX) Compliance

Managed risk is your reward

Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.


Protect your organization from cyber threats

This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.

CybersecurityBreachRoadmap

Our promise to you

Holistic solutions

The right technology solutions must support every function within your organization. We’ll help identify, implement, and support the right tools for you.

The power of connectivity

Opportunity moves at the speed of light and you can’t be slowed down by your tech stack. We’ll help optimize performance so you can do business anywhere and anytime.

Digital agility achieved

Stay ahead of emerging threats and the competition, with technology tools engineered to boost enterprise performance.

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

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Cybersecurity

Protect the confidentiality, integrity, and availability of your critical data with leading-edge technology solutions.

Cybersecurity

Cybersecurity and IT Risk Services to Protect Your Business 

Cybersecurity doesn’t have to be expensive or overwhelming. MGO helps growing businesses get started with established, affordable IT risk and control strategies that build protection — and trust — from day one. 

As digital transformation accelerates growth, it also exposes businesses to increasing cyber threats and compliance gaps across cloud, third-party, and internal systems. MGO’s Cybersecurity and IT Risk Advisory services are tailored to help your organization proactively identify vulnerabilities, strengthen security strategy and posture, and align with evolving regulatory demands.  

Whether you’re navigating new standards or regulations, SOX readiness or compliance, or simply aiming to mature your IT and security governance, our team brings practical experience and real-world insight to help you secure your environment — without slowing down innovation. 

Minimize risk to power performance

Assess Your Cyber Readiness

Take a proactive stance to reduce risk from evolving cyber threats. Our program development and assessment services identify hidden risks, evaluate your readiness, and lay the foundation for a stronger security posture. 

  • Cybersecurity Program Strategy and Risk Assessment: Evaluate exposure to internal vulnerabilities and external threats, and assess alignment with security program leading practices. Leveraging industry standards such as NIST CSF, build an actionable roadmap to achieve goals and close identified gaps across people, processes, and tech. 
  • Network and Cloud Visibility Assessment: Identify blind spots across on-premises, hybrid, and cloud environments. 
  • Compliance and Framework Readiness (NIST 800-171, HIPAA, ISO 27001, SOC 2): Benchmark your cybersecurity program against industry frameworks and audit requirements, especially emerging regulations such as CMMC, NIS2, and DORA. 
  • AI Strategy: Leveraging NIST’s AI RMF, build out standards and policies for your organization’s use of artificial intelligence. 

  • Third-Party Risk Management Solutions: Build a program to identify, manage, and evaluate your suppliers and vendors (and their nth parties) on an ongoing basis.
Protect and Defend Against Active Threats

Strengthen your defenses with security tools and active threat detection techniques that test and validate your systems before attackers do. 

  • Vulnerability Management: Identify, prioritize, and resolve weaknesses across systems, networks, and applications. 
  • Technology Rationalization: Eliminate tool sprawl by aligning your tech stack with actual risk exposure and performance needs. 
  • Penetration Testing: Conduct simulated attacks to reveal real-world paths into your environment.

  • Ransomware Readiness Assessment: Gauge your preparedness to detect, contain, and recover from ransomware attacks. 
Be Ready to Respond

Establish processes and procedures to help you respond to and recover from cyber threats and incidents, and feed learnings back into your program. 

  • Incident Response Planning: Create and test structured plans to contain and recover from cybersecurity incidents efficiently and confidently. 
  • Business Continuity and Disaster Recovery (BC/DR) Strategy: Design robust strategies to maintain operations and protect critical assets in the face of cyberattacks or unplanned outages. 
  • Security Awareness Training: Equip your team with practical knowledge to recognize and respond to everyday threats like phishing, social engineering, and insider risk. 

  • Refresh Policy and Procedures: Establish clear, actionable policies and controls that support compliance and operational effectiveness based on leading practices. 
Core IT Risk Advisory Services 

  • IT Governance and Risk Assessment: Comprehensive review of IT systems, internal controls, and organizational risk exposure. 

  • Security Architecture and Controls Review: Assess physical and digital security layers, from perimeter defenses to future-state technologies. 
  • Third-Party Risk Management: Evaluate vendor ecosystems for cybersecurity, compliance, and business continuity risks. 
  • HIPAA Compliance Services: Review security and privacy safeguards, and build a HIPAA-aligned compliance program. 
  • Cloud Security and Control Frameworks: Assess cloud-based systems against recognized frameworks to improve resilience and compliance. 
  • IT SOX Compliance Support: Validate and support your IT controls for Sarbanes-Oxley compliance and audit readiness. 

  • Cybersecurity IT Audit: Conduct independent audits to assess security posture, uncover gaps, and support regulatory alignment. 

Managed risk is your reward

Cybersecurity Breach Roadmap

Today’s interconnected digital world brings vulnerability to the increased risk of cyber fraud, theft, and abuse. These cyberattacks are inevitable — it’s not a matter of if your organization is attacked, but when.

Protect your organization from cyber threats

This cybersecurity breach road map and checklist is designed to give you the essential steps necessary to mitigate an attack within the first 24-hours — so you stay compliant and ensure you’re back to business as quickly as possible after an attack.

Our promise to you

Top-to-bottom protection

Safeguarding sensitive data and IP must be a top priority for success today and long into the future.

Turn compliance into opportunity

Evolving regulatory requirements provide an opportunity to build an organization ready for the future.

Emerging threats mitigated

Cybersecurity is a game of “whack-a-mole” but you can enjoy peace of mind with dedicated support addressing the latest threats.

CMMC Readiness and Compliance Support 

The Cybersecurity Maturity Model Certification (CMMC) is now part of the Department of Defense’s (DoD’s) formal regulatory framework. 

  • The CMMC Program Rule (32 CFR Part 170) took effect in December 2024, establishing the structure for cybersecurity assessments. 

Consulting leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.

Related Solutions

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Manufacturing and Distribution

From supply chain disruptions to rising costs and changing customer demand, manufacturers and distributors face constant operational and financial challenges. MGO helps you improve visibility, strengthen margins, and support growth with audit, tax, transaction advisory, and consulting services.

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Professional Services

You are continually navigating change, disruption, and evolving client demands. With tailored strategies and industry-specific insights, we can help you manage risk and seize opportunities so you can focus on delivering exceptional service.

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Real Estate

Real estate success depends on making informed decisions at every stage of the investment lifecycle. MGO helps developers, property owners, investors, real estate funds, and family offices navigate tax strategies, transactions, financial reporting, and capital planning with integrated tax, assurance, and consulting services.

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State and Local Government

For more than 35 years, MGO has helped state and local governments strengthen financial accountability, improve operations, and navigate an increasingly complex regulatory environment. We provide specialized audit, accounting, cybersecurity, tax, and consulting services for government agencies, school districts, transit authorities, retirement systems, special districts, and other public organizations.

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Financial Services

Growth, regulation, and technology are reshaping the financial services industry. MGO helps private equity firms, asset managers, fintech companies, financial institutions, and insurance providers navigate change with audit, tax, fund administration, transaction advisory, and consulting services.

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Cannabis

As one of the first national accounting firms to establish a dedicated cannabis practice, MGO serves more than 400 cannabis, hemp, CBD, and ancillary businesses. From navigating Section 280E and complex regulations to preparing for transactions and long-term growth, we help operators across the cannabis value chain build financially sound, compliant organizations.