CPA licensureNH 07933NC 32091
Odiorne Advisory Services, LLC provides advisory, consulting, and training services only. The client retains management responsibility and final decision authority, and designates a qualified individual to own decisions and oversee our work. OAS does not set policy or make management decisions, authorize or execute transactions, take signing or banking authority or custody of assets, originate or prepare accounting source documents, direct or supervise client staff, sign or file returns, or take responsibility for internal controls or project management. Where an engagement produces a document — a handbook, a board resolution, a disclosure statement, a policy — OAS prepares it as a draft for management’s review, revision, and adoption; management adopts it and management files it. OAS is not a CPA firm and does not provide audit, attest, review, or compilation services, does not prepare, sign, or file tax returns, and does not provide tax, legal, or actuarial advice. OAS does not provide investment-management services, exercise investment discretion, take custody of assets, or recommend individual securities, and does not serve as a plan fiduciary or as a 3(21) or 3(38) adviser to any employee benefit plan, except where expressly agreed in writing. Where those services are needed, we coordinate with your auditor, counsel, actuary, or managers rather than replacing them.
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