PPMT is a leading provider of CFO services, Tax, Accounting and SEC consulting to businesses & family offices.

Our Services

CFO Services

CFO Services

We lead your accounting and finance department and provide oversight in the preparation of historical information and analysis, to better plan for future profitability. Our services include:

  • Accounting systems & controls review,
  • G/L selection & conversion,
  • Forecast and Budget Review,
  • Board Presentation
  • Banking and debt financing,
  • Risk management & Strategic planning,
  • Business Reorganization
Small Business Services

Small Business Services

We offer a wide range of consulting services to help you improve business operations, boost efficiency and increase the bottom line. We apply the 5P\’s to your business; Plan, Prepare, Passion, Process, and Profit. The following are some of the services we provide: 

  • Business planning 
  • Accounting system set-up 
  • Financing – Bookkeeping 
  • Reorganization of business 
  • Payroll services 
  • Internal Control Review 
Tax Services

Tax Services

We treat each tax return/issue as if it was our own. Whether you are an individual, business or a publicly held company, our CPAs and Business Advisors can address the following: 

  • Federal taxation 
  • State and local taxation 
  • Sales and use taxation 
  • Property renditions 
  • Representation of clients before the IRS and various state taxing authorities 
  • Tax Planning
SEC Consulting

SEC Consulting

 We are available to help you prepare or review any SEC filing, in conjunction with your SEC attorney. We can also help you to ensure you are filing the right document at the right time to achieve your business or capital goals. Our services include: 

  • Financial statement preparation 
  • Registration statement preparation 
  • Audit preparation 
  • Stock option valuation 
  • Reverse mergers 
  • Mergers and acquisitions  
Human Resources

Human Resources & Recruiting

We help you to meet your human resource or staffing needs through the following: 

  • Recruiting 
  • Human Resource Oversight 
  • Policies & procedures implementation


Don’t just listen to us. Here are what people say about us!

  • "Tremendous Help!"

    "PPMT has been a tremendous help to Rgenix in getting our financials up and running on a monthly basis, and supporting our company's first financial audit"

    "Tremendous Help!"
    David Darst

Our Team

Corporate Accounting

Christine Lee, MS Acc

Christine Lee, MS Acc

CEO, Founder

Wesley Ramjeet, CPA

Wesley Ramjeet, CPA

SEC Compliance

Bradley L. Steere, Esq

Bradley L. Steere, Esq

International Tax

David C. Sobel, CPA

David C. Sobel, CPA


Deborah Salerno

Deborah Salerno

Tax Compliance

Ph.D., CPA, PE

Stan Mandel

Ph.D., CPA, PE


Candace Nepal

Candace Nepal

Marketing Director

Jyoti Hardat

Jyoti Hardat

Our Clients




leading bioscience





Salt & Pepper




  • The finance function of high growth companies often faces uniques stresses. Let\’s face it, when the CFO is on the road 24/7 supporting capital raising activities, the core functions tend to get stressed.  PPMT augments the financial office freeing up resources to address critical growth requirements. Management can focus on essential projects with the comfort that PPMT has core functions professionally managed. 

  • Growth company finance departments are inevitably challenged by the demands of regulatory agencies.  Whether preparing for an IPO or working through a tax audit, PPMT routinely supports these tasks with experts in each regulatory area.

  • We provide a comprehensive set of pre and post transaction services for investors including due diligence support, budget planning, audit readiness, valuation, reporting and exit strategy planning.

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Branch Offices:

Miami :16201 SW 95th Ave Suite 104 Miami, FL 33157-3459. Visit Website  

Los Angeles: 10680 W. Pico Blvd  Suite 250  Los Angeles, CA 90064   


PPMT Strategic Group

1001 Avenue of the Americas, 2nd Floor New York, NY 10018

(646) 289-5358

Contact Us!