Specialty Services


Assignments that are Unique to You

We maintain an entrepreneurial and can-do attitude, willing to take on difficult and non-standard engagements.

Below are a few examples, if you have a financial accounting or tax project and are not sure who to turn to please give us a call.

  • Litigation support defending client who withdrew their funds from a Ponzi scheme before it imploded from the receiver looking to recover funds
  • Interim controller of broker-dealer and registered investment advisor to publicly traded closed-end fund
  • Forensic accounting for a successor trustee who took over the trusteeship from an incapacitated personal trustee
  • Managing affairs of persons who no longer could handle their financial and operational matters due to advanced age or addiction

In addition we currently provide finance and accounting on an outsourced arrangement for small businesses, administration of small investment partnerships and private equity investments, as well as various other needs that arise. We have broad and deep capabilities and experiences to handle a variety of situations.