Who We Serve

We serve a number of industries with our technical accounting and risk advisory services. We work with both private and public companies, including:

Asset Management
Banks and Trusts
Credit Unions
FinTech
Mortgage & Specialty Finance
Private Equity
Securities & Investment Firms
Wealth Advisory & Broker Dealers
Cannabis
Gaming, Hospitality & Leisure
Nonprofit Organizations
Payment Processing Companies
Pre-IPO Companies
Restaurants
Retail
Technology