Business Details
31 Years
experience
Your Trusted Accounting Partner in New York
Founded in 1995, our firm builds upon decades of combined experience from our lead professionals. We specialize in audit, tax, and management advisory services, serving a diverse clientele across industries such as healthcare, real estate, and nonprofit sectors. Our team consists of certified public accountants and professionals with graduate degrees, averaging six years in the profession. We are certified as a Minority Business Enterprise (MBE) by multiple authorities and registered with the PCAOB to perform audits of public companies. Our collaborative approach has earned accolades from clients, emphasizing transparency, compliance, and strategic financial guidance.With offices in New York, Los Angeles, and Beijing, we deliver tailored solutions to businesses and individuals globally. Our commitment to quality is reflected in our adherence to the highest ethical standards and our membership in the BDO Alliance USA. We leverage cloud accounting platforms to streamline engagements and provide real-time data access. Our expertise spans regulatory compliance, internal controls, and risk management, ensuring clients meet evolving financial challenges with confidence. Over 30 years of experience have taught us that our success is measured by our clients' success.
Services
Audit & Assurance
Tax Compliance
Management Advisory
Outsourced Accounting
PCAOB Audit Services
Details
- Year established: 1995
Highlights and features
- We offer over 30 years of experience in accounting and advisory services.
- Our team consists of certified public accountants and professionals with graduate degrees.
- We are PCAOB-registered, qualified to audit public companies.
- Certified as a Minority Business Enterprise (MBE) by multiple authorities.
- Tailored services for industries including healthcare, real estate, and nonprofits.
Associations and certifications
- PCAOB
- AICPA
- NYSSCPA
- CASCPA
- BDO Alliance USA
- Minority Business Enterprise (MBE)
Services
Audit & Assurance
We conduct thorough audits and assurance services to validate financial integrity and regulatory compliance. Our team provides independent assessments for private and public companies, ensuring transparency and stakeholder confidence. Services include financial statement audits, reviews, and internal control evaluations tailored to industries like healthcare and real estate.
Tax Compliance
Our tax experts offer compliance and strategic planning for corporations and individuals. We navigate evolving tax laws to minimize liabilities while ensuring adherence to federal, state, and international regulations. Services include corporate tax planning, sales tax compliance, and nonprofit tax filings for diverse industries.
Management Advisory
We provide strategic guidance to mid-sized organizations on financial management, risk mitigation, and operational efficiency. Our services include business valuations, budgeting, and merger/acquisition support, helping clients transform challenges into growth opportunities across sectors like manufacturing and technology.
Outsourced Accounting
We manage accounting functions from monthly closings to financial reporting, offering scalable solutions for businesses. Our cloud-based platforms ensure real-time data access, while our team provides insights to enhance financial clarity and decision-making for startups and established firms.
PCAOB Audit Services
We deliver PCAOB-compliant audits for public companies and broker-dealers, including SEC reporting and SOX 404 compliance. Our risk-based approach ensures regulatory adherence and audit readiness, supporting clients through IPOs, SPACs, and ongoing public market requirements.
Questions
Do I need an audit or a review?
Audits provide the highest assurance and are required by lenders or investors. Reviews offer limited assurance and are less extensive.
Can I outsource part of my accounting function?
Yes. Our services are customizable—you can outsource specific tasks or the full accounting function.
What industries do you specialize in?
We serve real estate, tech, healthcare, nonprofits, financial services, and manufacturing industries.
Is a PCAOB audit different from a GAAS audit?
Yes. PCAOB audits follow stricter documentation and internal control requirements for public companies.
What is SOX 404 compliance?
SOX 404 requires public companies to assess internal controls over financial reporting, audited annually by PCAOB-registered firms.
Can private companies benefit from PCAOB standards?
Yes. Aligning with PCAOB standards early can streamline IPO processes and attract institutional investors.
