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Our Approach
The professional experience, expertise and flexibility of our consultants allow your financial institution to obtain services with the unique focus and a thorough assessment of each client. Every firm requires a customized approach. No firm has the same demands and challenges of tax planning, operations and controls. Regulatory compliance, financial reporting and procedures vary by institution. We work with your personnel to ensure the needs of your firm are satisfied efficiently and timely without disrupting the day-to-day activities and business operations.
Clients
Our clients include financial institutions throughout the spectrum of the financial and futures services industry. Contact Us today for a consultation of how Alan Lash, CPA may ease all your regulatory and accounting services needs. Let us know how you would like to establish or grow your financial institution. Learn about our Fund Administration and Accounting for Managed Funds services, Corporate Tax Preparation planning, and assess your Internal Control Evaluation.