Our CPA firm has been providing financial accounting for businesses like yours for over 30 years. As a member of both the PCAOB and AICPA, we stay current on all of the latest accounting, audit, tax, and compliance changes that affect your firm. You can expect the same quality of service as a national firm, but will experience personalized service in a more cost effective manner. In fact, our staff consists of previous managers from the Big 4 national firms.

Services Include:

  • Compiling financial statements
  • Quickbooks Implementation & Training
  • Performance Records
  • GIPS/CFTC/NFA/Pro forma and hypothetical compliant performance records and supplementary information
  • CTA Track Records