Valuable Guidance Based on Deep Financial Experience
Our experienced professionals in the financial services practice help companies in your industry outperform the competition. We don't stop at traditional audit and tax services; in fact, we frequently assist businesses like yours with other financial consulting services, including planning and analysis, transaction support, and financial optimization.
Our Reputation and Qualifications
The financial services practice at EKS&H has a significant client list of more than 100 investment and investment advisory, lending, and insurance organizations, including private equity and venture capital funds, crowdfunding, broker dealers, mortgage banking, and captive insurance companies. We have experience providing accounting and consulting services to early stage funds with less than $5 million in assets under management to established funds with in excess of $1 billion in assets under management. We are currently registered with and subject to regular inspection by the Public Company Accounting Oversight Board (PCAOB). Our financial professionals are members of the New York State Society of Certified Public Accountants (NYSSCPA), the Financial Managers Society, and the Mortgage Bankers Association. We also maintain a close relationship and frequently interact with our private equity group (PEG) practice to ensure professionals in both areas are trained and knowledgeable about all applicable accounting issues.