Successfully Navigating Regulatory Risks
We understand the unique business challenges that this industry encounters whether its taxation of carried interests, fair value measurements, loan loss reduction, loan portfolio enhancements, or compliance with the regulatory requirements of the SEC, FINRA, SIPC, and PCAOB for financial services companies and Dodd-Frank, Basel III, and the Consumer Financial Protection Bureau for financial institutions.
What you can expect when working with us
- Personal client service
- Extensive experience in the alternative investment fund sector
- The ideal choice for Funds with assets under management between $1 million — $500 million
- More favorable fee ranges compared to Big 4 Accounting firms
- A majority of our partners have prior experience working with Big 4 accounting firms
- Ability to share our knowledge and insights on complex tax and financial reporting issues
