Crowdfunding Advisory Services “CAS”

Crowdfunding Advisory Services “CAS”

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MKG Tax Consultants provides startup crowdfunding advisory services to meet the SEC Eligibility Requirements for Form CF submissions to regulated funding portals for issuer offering or selling securities in reliance on the exemption in Securities Act Section 4(a)(6) and in accordance with Section 4A and Regulation Crowdfunding (§ 227.100 et seq.)


One of the biggest changes the SEC has implemented is the legality of “finders” receiving commissions or payments for brokering deals and introducing investors to issuers, syndicators, developers, etc. Before this change, only broker-dealers were allowed to receive compensation for such deals.

With the new changes, these finders can now legally receive these commissions and other transaction-based compensation from issuers.

The ability to legally monetize your connections is something many have been waiting for for quite a long time!

Exempt private offerings have traditionally served an important role in providing capital for smaller and medium-sized companies, often along their path to the public markets.

Overview of Amended Capital-Raising Exemptions

Tax, Accounting, Audit, Assurance and Advisory Service

  1. Advisory & EDGAR Filer Service Drafting SEC Form C, D “Test filing”
  2. Unaudited consolidated financial statements prepared in accordance with U.S. generally accepted accounting principles (U.S. GAAP)
  3. Annual Report Disclosure Requirements
  4. Account reconciliation
  5. Financial data for the prior two fiscal years (including total
  6. Assets,
  7. Cash and cash equivalents,
  8. Accounts receivable,
  9. Short-term debt,
  10. Long -term debt,
  11. Revenues/sales,
  12. Cost of goods sold,
  13. Taxes paid and net income,
  14. Forecast reports

Initial Consultation Fee $360 USD Pay Now

Crowdfunding Advisory Services $3,000 USD Pay Now

" Benefits" Save time and money by streamlining financials “Exempt Offering” registration, reducing overhead CPA audit cost to facilitate access to capital investments.

Reg CF will increase from current limits 1.07M to 5M

Regulation A Crowdfunding will increase from 50M to 75M

Outsourced CFO Services includes the following:

Outsourced CFO Service Fee Schedule

  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Cash Management
  • Cash Flow Projections
  • Real-Time Financial Reporting
  • Unlimited Phone & Email Support
  • 30 day Free Accounting Software to meet your business needs QuickBooks, Xero, Cloud Accounting
  • Document Management
  • (CRM Integration. Reports And Dashboards)
  • Review Reports
  • Bill Pay
  • Invoicing
  • 24 Hour turn around
  • Regulation D Form Document Prep
  • Subscription Agreement Document Prep
  • Investor Questionnaire Document Prep

Form an LLC for $0! Plus State filing fees

Our Crowdfunding Advisory Service Startup plan is a great option for a startups, emerging growth companies raising capital the first time, tier 2 finders Assisting Small Businesses with Capital Raising or a “SMB’s” Small Midsized Business who just needs their bookkeeping managed for them. The Complete Package is for the mature business who is taking things to the next level and ready to file for a Form CF or Regulation D Offering 505,504,506, Pre-IPO or Reg A+ Offering.

You don’t want to have to worry about this “accounting stuff” and you just want it done, so you can have the information you need at all times, to run your business properly. Here we will work with you to streamline systems, and develop your ecosystem with the right online apps and infrastructure. We are truly your back office partner. The CFO Plan adds our CFO service to our Complete Package service. In short, we’ll keep your books and run your cash flow projections for you. Then, we’ll meet with you remotely to review and plan. We lay out the yardsticks, so you can reach your milestones.

“Test-the-water” Launch A Regulation D 506 (c) Campaign through our CAS Capital Formation Portal


A crowdfunding investment involves risk. You should not invest any funds in listed companies offering unless you can afford to lose your entire investment.

In making an investment decision, investors must rely on their own examination of the issuer and the

terms of the offering, including the merits and risks involved. These securities have not been recommended or approved by any federal or state securities commission or regulatory authority. Furthermore, these authorities have not passed upon the accuracy or adequacy of this document.

The U.S. Securities and Exchange Commission does not pass upon the merits of any securities offered or the terms of the offering, nor does it pass upon the accuracy or completeness of any offering document or literature.

These securities are offered under an exemption from registration; however, the U.S. Securities and Exchange Commission has not made an independent determination that these securities are exempt from registration.

“Small Businesses Are the Backbone of Our Economy and the Cornerstones of Our Communities”

Over $1.4 trillion dollars was raised through the Regulation D exemption in 2014 and over 40,000 Regulation D offerings have been executed since 2009. Regulation D provides the capability to raise capital in compliance with State and Federal regulations and provides the fundamentals necessary to accomplish soliciting and accepting investment from investors.

MKG Enterprises Corp intends to flatten the recession curve by promoting Fresno Capital Markets by providing crowdfunding advisory consulting services to small business and assisting them with raising capital using Regulation D Crowdfund Software-as-a-Service issuer (EDGAR) Electronic Data Gathering, Analysis, and Retrieval system forms filing, and Investment Club Membership.

The Metropolitan Fresno areas are home to over 1,010,409 residents, 99,004 businesses and 3,002 nonprofit organizations.

We’re very excited to launch our mobile friendly stakeholder portal! Our crowdfunding advisory service has been designed with Small Businesses, Community Stakeholders, Accredited Investors in mind – focusing on giving you a better user experience.

It allows you to easily stay up to date with everything we’ve got going on, communicate with investors online at the touch of a finger, and even receive notifications from investors from our investment club latest Regulation D 506 (c) to accredited and non-accredited investors.


The following investment policies govern the objectives, strategies, implementation, and performance measurement of the Private Equity Program.

We offer Tier 1 and Tier 2 finders, Investment Banks, Funding Portals, Accredited Investors, Capital Access Brokers, Brokers Dealers, Accredited Businesses and 35 Non-Accredited Investors introductory to private equity investment opportunities.

•Participate in unique deals

•Diversify portfolio

•Invest directly in private companies

•Above average returns

•Uncorrelated to the stock market

To learn more about our “CAS” contact us Toll-Free 866-675-3933

About the Podcast

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MKG Tax Consultants News, View Points, Taxes & Finances
Tax-Smart Money Management

About your host

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Marshawn Govan

MKG Enterprises Corp Third-Party Originator NLMS 1370394 is a diversified digital finance company focusing on serving low-income and moderate income communities while promoting equal and fair access to homeownership to first-time home buyers and existing homeowners FHA, Conventional, VA, Jumbo loans, Non Qualified Mortgage loans, DSCR.

The company provides mortgage loans, down payment assistance, auto, home, life insurance, secured personal loans and tax refund advances. The goal is to help underprivileged and underbanked families access credit to affordably finance auto loans, home improvements, home solar systems, down payments, investment and paying off debts.