Accounting for Financial Services

aT P&N, our clients come first. We build lasting relationships based on trust, transparency, and personalized service. Your financial goals are our priority.

SIGNIFICANT EXPERTISE, DIVERSE SERVICES

Financial Statement Preparation

P&N prepares accurate and compliant financial statements for banks, credit unions, insurance companies, brokerage firms, investment banks, hedge funds, broker dealers and other financial service providers. Our expertise ensures that your financial statements meet industry standards and provide valuable insights for decision-making.

Regulatory Compliance

Navigating the complex regulatory landscape is crucial for financial services companies. Our CPAs stay up to date with industry regulations.  We assist with compliance reporting, risk assessment, and internal controls.

Tax Planning and Compliance

Effective tax planning is essential for optimizing your financial services business. We analyze your tax situation, identify opportunities for tax savings, and ensure compliance with tax laws. From corporate tax returns to individual tax planning for executives, we’ve got you covered.

Internal Audits

P&N’s internal audit services help you maintain transparency, identify operational inefficiencies, and mitigate risks. We assess internal controls, evaluate processes, and recommend improvements to enhance your organization’s performance.

Asset Management Accounting

For investment funds, asset managers, and brokerage firms, accurate accounting of assets is critical. We handle portfolio accounting, performance measurement, and valuation to ensure accurate reporting to investors and regulatory bodies.

Cost Accounting

Understanding the cost structure of financial services operations is essential for profitability. We analyze direct and indirect costs, allocate expenses, and provide insights into cost management strategies.

Consulting Services

Beyond compliance, P&N offers strategic consulting. Whether it’s mergers and acquisitions, expansion plans, or technology adoption, we provide valuable insights.