Auditing & Attestation

Our firm specializes in providing audit and attestation services to broker-dealers, hedge funds, commodity pools and other investment and finance companies.  We work with a number of FINOPs and third party administrators to ensure our audit approach and templates are specifically built around their processes and controls to achieve a higher degree of efficiency. 

Even if your company does not utilize the services of a third party administrator, our team will work with you to develop an efficient, risk-based approach to completing your audit.  Our goal is always to provide the highest quality of service at a more reasonable price.

Accounting

Whether you have just started operations or have been in the business for years everyone needs quality accounting and record keeping.  Our professionals have the expertise and resources to be your trusted advisor when it comes to your books and records.  By better utilizing and leveraging technology; our professionals can provide you with accurate and timely reporting that is customized to your needs.

CFO Services & Consulting

Having a dedicated CFO can provide your company with much needed expertise and resources to more effectively manage the day-to-day operations.  Our professionals will help to identify and support the needs of your business as well as assist in the development of short and long-term solutions for your back office.  We can provide the same expertise of an in-house CFO without the CFO price.