Providing Our Expertise So You Can Uphold Your Services

Financial ServicesFinancial Services Industry

We service clients in the asset management, banking and capital markets, broker dealers, private equity and hedge funds sectors. Financial services entities of all sizes engage us to help them address tax, audit, advisory, and compliance and regulatory services.

Our services include:

  • Financial reporting
  • Accounting and auditing
  • Forensic accounting services
  • IPO readiness and M&A advisory services
  • Internal audit and controls assessment  
  • Regulatory compliance and risk assessment support
  • Tax preparation, planning and representation

Who We Serve

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Member of AICPA, NYSSCPA, CASCPA