About Us

  • We specialize in fund administration, broker-dealer compliance consulting, accounting and bookkeeping services, as well as recruiting services. We work as a team to ensure that our clients get the maximum benefit of our experienced staff. We are a valued partner and advisor to many financial services firms and other businesses, providing guidance and assistance to clients as they navigate through their various regulatory and financial reporting requirements.

Additional Information

  • Year Established: 1985
  • Categories: Management Consulting Services, Accountants & Tax Services, Human Resource Services
  • Services: Fund Accounting and Administration, FINOP and Regulatory Reporting, Broker-Dealer Registration, Investment Adviser Services, Compliance and Risk Management, Outsourced CFO, Accounting and Bookkeeping, Financial Statement Preparation, Recruiting and Resource Staffing, Information Technology Consulting