We provide a comprehensive SBIC support package as well as individual assignments to meet your compliance and reporting needs, from filing 1031's to completing Form 468's.
We provide full support from preparing your Unaudited Financial Statements to assisting with your annual audit needs.
From Payroll to Human Resources, we go beyond fund accounting to assist you with your management company operating needs.
General and Administrative Support
We understand that certain administrative needs can be sporadic, therefore we offer services from Capital Calls to K-1 Distributions.
We understand that you may not just need CFO guidance, so we are able to act as your CCO as well.
New Online Presence
Learn more about our consulting services and current changes in taxation law on our website.
Contact us with your questions or to schedule an appointment:
(508) 527 - 1822
Or you may use our contact form.
Danvers, MA 01923