Broker/Dealers

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

• Business Entity Selection and Structure Planning
• State and Local Income Tax, Sales Tax and Economic Incentives

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

• Audits, Reviews and Compilations of Financial Statements
• Designing and Implementing Compliance Procedures
• Improving Operations
• Streamlining Accounting Processes
• Testing and Structuring Internal Controls

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.

• CFO Services
• Cloud Accounting

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 processes. As a true technology partner, our Managed Services offer vCIO and vCISO-level expertise that scales with you without the major investment of hiring in-house.

• Virtual CIO
• Cybersecurity Strategy and Training
• Cloud Managed Services and Azure
• Microsoft Consulting
• Business Process Automation
• Data Strategy and Analytics

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