Financial Services

In today’s uncertain economic climate, it is essential for financial services companies to partner with a firm that has the experience and knowledge to help them navigate through the complexities of the highly regulated Financial Services Industry.  As such, Grassi & Co.’s financial services experts are committed to providing high-quality accounting and consulting services to our clients. With over 30 years of experience assisting companies in the Financial Services Industry, our professionals have the knowledge and insight to help financial services companies address their business challenges and achieve their strategic objectives.

Grassi & Co.’s industry expertise, combined with our commitment to our clients, enables us to provide professional services to various financial services entities, including:

• Broker/Dealers
• Hedge Funds
• Investment Advisors
• Investment Companies
• Investment Partnerships
• Leveraged Buyout Funds
• Private Equity Firms
• Venture Capital Funds

Our professionals are proficient in providing financial services companies with audit, tax and management advisory services, including:

• Financial Audits
• Fund Accounting and Administration
• Regulatory Compliance
• Tax Planning & Compliance
• Forensic Accounting

Grassi & Co.’s Financial Services team has the experience and industry knowledge to help ensure financial services companies are prepared to meet their challenges and are on the right path for success.