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