Consultations and Projects

We provide a variety of services suited to specific needs of various entities. Whether it is short-term project or a big project, you can count on our support and expertise, including: 

• Accounting system setup and personnel training
• Assistance with month-end or year-end close
• Consultation of general accounting and reporting
• Consultation on accounting and reporting of various investment types
• Consultation on reporting of investment funds with various investment strategies and capital structure
• Assistance with preparation to year-end audit
• Assistance with state or regulatory audit