B3Aio GroupB3Aio GROUP LLC

Services

Practice areas built around the decisions that move a company forward.

Tax, treasury, finance infrastructure, controls and automation connected into one operating view.

01

IPO & S-1 Tax Readiness

The full tax and finance workstream of going public, with direct S-1 leadership and the compliance infrastructure that follows.

  • Tax sections of the S-1, due diligence ownership and disclosure process
  • Pre-IPO cleanup: nexus, registrations and unfiled-return programs
  • Post-IPO ASC 740 provision calendar, SOX controls and recurring reporting
  • Equity compensation tax framework ahead of liquidity events
  • Audit Committee and Disclosure Committee reporting
  • Scaling tax and finance functions through growth
02

Corporate Tax, Equity Compensation & Treasury

Technical tax accounting, compensation mechanics and treasury operations that drive ETR, cash and board-ready visibility.

  • ASC 740 worldwide provision and ETR forecasting
  • RSU, ISO, NSO and 83(b) treatment plus mobile-employee sourcing
  • Section 174 R&D capitalization and credit studies (including SR&ED)
  • Treasury management systems, cash forecasting and banking facilities
  • Multi-entity cash positioning and intercompany movements
  • Integration of treasury with tax provision and statutory requirements
03

Digital Asset & Web3 Tax Advisory

OECD-compliant frameworks and defensible positions for digital assets and novel structures.

  • Digital asset tax framework design and documentation
  • Token classification, character and sourcing analysis
  • Cross-border and permanent-establishment considerations
  • Readiness for evolving regulatory and reporting regimes
  • Controversy support and audit defense for novel positions
  • Board and investor communication of tax risk
04

Finance, Accounting, Controls & Automation

CFO-level finance leadership, the control environment investors expect, and automation that creates capacity without diluting accountability.

  • ERP selection, implementation and migration (SAP, Oracle, NetSuite)
  • Indirect tax engines, SOX design and internal-control documentation
  • Monthly close, accruals, consolidations and diligence readiness
  • Workflow automation for recurring tax and finance processes
  • AI-assisted research and reconciliation with human review
  • Building and mentoring teams while managing Big Four relationships

Next Step

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