Broker/Dealers

Focus on serving your clients with a team that helps you adjust to shifting industry regulations.

Stay Focused on Meeting Your Clients' Goals

As you know when you work with your own clients, the only way to find a solution is to get to know the circumstances inside and out. That’s how we approach everything we do for broker/dealers. We make sure your operations and financial statements always comply with regulatory requirements. Our audit and advisory services provide you with a transparent reporting platform, which your clients expect and regulatory agencies require.

Broker/Dealers Service Offerings

Our team of broker/dealers tax, audit and advisory specialists can help you stay competitive through a variety of services.

Tax Planning and Compliance

From deciding how to structure your business to taking advantage of incentives for minimizing tax burden, Anders offers broker/dealers specialized tax planning strategies.

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Audit and Assurance

Through financial statement audits, reviews and compilations, our audit and assurance advisors help broker/dealers strengthen internal controls and identify areas to improve operations.

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Outsourced Accounting

Whether you need strategic advice to grow your business, or to let go of the day-to-day accounting, our outsourced accounting services allow you to focus on what matters most.

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Technology

Using data and innovative technologies can help move your business forward. Our advisors can work alongside your technology staff or work as your technology department to create efficiencies and optimize operations.

  • Cloud Infrastructure
  • Cybersecurity
  • Data Analytics
  • Managed Services
  • Technology Consulting
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Forensic and Litigation

Understanding the value of your business is vital when it comes time to sell or add partners. Our forensic and litigation advisors work with broker/dealers on valuations and various litigation, fraud and forensics situations as needed.

  • Fraud and Forensics
  • Litigation and Dispute
  • Valuation
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