Audit, tax, accounting and advisory services are provided for alternative investments and other asset classes, their managers and principals, as well as individual advisors, family offices, broker-dealers and more. Leveraging deep knowledge of alternative investments and non-traditional investment vehicles, fund managers and advisors gain transparency for investors and respond to shifting regulatory demands. Clients served span hedge funds, private equity funds, venture capital funds, cryptocurrency and digital asset funds, commodities and futures, clean energy funds, real estate funds, private credit, fund of funds, SEC registered funds, and broker-dealers. The team is ranked as a Top 5 US Hedge Fund Auditor by HedgeFund Alert and a Top 15 Global Fund Auditor by Convergence, with over $35 billion AUM under audit.

Tailored accounting, tax and advisory solutions help Consumer Goods companies navigate challenges including Industry 4.0 technologies, regionalization, ESG reporting requirements, and regulatory frameworks. The firm serves Automotive, Auto Dealers, Consumer Goods, and Food & Beverage companies with a deep understanding of each sector's unique needs, helping businesses integrate digital transformation across production and supply networks. Services include accounting and assurance, cybersecurity, digital advisory including carbon accounting and reporting, analytics, HR and outsourced services, tax credits and incentives, energy tax credits, international tax, sales and use tax, state and federal tax incentives, and deal advisory.

Advisory, accounting, audit, tax, risk, cybersecurity and IT services are provided for financial institution clients facing intense competition, increased government regulation, digital technology innovations, evolving customer expectations and unprecedented economic challenges. Professionals help accelerate growth and secure business operations for banks and credit unions. Capabilities extend across banks and credit unions, addressing the complex operating environment of today's financial sector with expertise in accounting, tax, risk, cybersecurity and information technology challenges, as well as complex transactions.

Innovative solutions tailored to the unique operations, challenges, and strategic goals of government and public sector organizations support their digital transformation in a rapidly changing environment. The GPS team has a deep understanding of government business and the complex challenges state and local governments and public sector organizations face, and helps them transform and modernize. Services include financial and compliance audits, accounting advisory, digital advisory, grants management, risk advisory, and technology strategy and implementation for state and local governments, airports, transportation authorities, publicly funded universities, public utilities, and public healthcare providers.

Seasoned government contracting consultants offer innovative and tailored solutions to help address the complexities of federal contracting, with professionals including former contractor CFOs and controllers, DCAA and DCMA auditors and contracting officers. The team is dedicated to mitigating government contract compliance risk and maximizing contract profitability. Services span regulatory compliance (FAR, CAS, DCAA), contract lifecycle support, technology consulting, operational advisory, outsourced accounting, compensation and benefits solutions, and organizational compliance. The firm is an Authorized CMMC Third-Party Assessment Organization (C3PAO) and Registered Practitioner Organization (RPO).

Accounting, audit, tax, advisory and consulting services guide healthcare providers through complex regulatory, financial and operational challenges including complex and bureaucratic payment systems, Medicare and Medicaid issues, technological innovations, and highly regulated financial management requirements. The healthcare industry group serves dental and physician practices, hospitals, nursing homes, continuing care retirement communities, specialty practices and clinics. Key services include audit and attestation, analytics and automation, corporate tax, digital platforms, employee benefit plan audit, internal audit, transaction advisory, and valuation services for health systems, specialty practices, urgent care centers, medical clinics, acute care facilities, and medical equipment providers.

Comprehensive accounting, audit, compliance, and tax consulting services are offered to higher education institutions including private and public colleges and universities, community and technical colleges, research foundations, and alumni and athletic associations. The team addresses complex financial issues such as tuition pricing, alternative investment strategies, fundraising, accreditation, financing, and regulatory compliance. Services cover outsourced and co-sourced accounting, audit and assurance, cybersecurity, tax compliance and planning, athletic department compliance, cost and revenue management, and Department of Education compliance for the education community.

As a growth advisor and consultant to industrial manufacturing companies across the globe, comprehensive accounting, advisory and tax services are provided to companies facing complexities from Industry 4.0, increasing regionalization, evolving ESG reporting, and changing regulatory frameworks. Sectors served include automotive, machinery and equipment, mining and energy, and transportation and logistics. Services include accounting and assurance, cybersecurity, digital advisory, carbon accounting and reporting, analytics and automation, HR and outsourced services, energy and R&D tax credits, international tax, sales and use tax, state tax credits and incentives, and deal advisory for industrial manufacturers navigating supply chain disruptions and digital transformation.

Comprehensive audit, accounting, tax, compliance and advisory services are delivered to insurance companies, agencies and brokers, including insurers, agencies, re-insurers, third-party administrators, captives, self-insured entities and regulators. Deep knowledge of statutory and insurance GAAP standards ensures financial integrity while adding value to each client's business. Services encompass financial statement audits, statutory and U.S. GAAP accounting and reporting, tax compliance and planning, internal audit outsourcing, captives management, regulatory compliance, transaction advisory, and risk and cybersecurity for property and casualty, health, life, and annuity sectors.

From pre-revenue to publicly traded, life sciences companies are served through all phases of development, expansion and growth, addressing challenges around evaluating tax structures, optimizing operations, improving processes, evaluating funding sources, capturing R&D tax credits, and fulfilling financial reporting and compliance requirements. The team serves BioTechnology, Cannabis, Contract Research Organizations, Health IT, Medical Device and Drug Delivery Technologies, and Pharmaceutical companies. Service offerings span risk mitigation and internal controls, digital transformation, M&A diligence and valuation, fueling growth through R&D credits and site selection incentives, and compliance including employee benefit plan audits, federal and state grant reporting, and financial statement audits.

Nonprofit accounting, tax, advisory, and audit services help tax-exempt organizations focus on their mission and objectives, serving charitable organizations, charter schools, cultural and arts organizations, foundations, healthcare and social services, independent schools, membership organizations, and religious organizations. The dedicated NFP team directly aligns with each client's mission to offer meaningful guidance and strategic solutions. Services include financial and compliance audits, digital advisory and advanced analytics, outsourced and co-sourced accounting, recruiting and staffing, risk advisory, cybersecurity support, and tax compliance and planning including Form 990 preparation, UBIT planning, and transaction consulting.

Tax, accounting and financial advisory services help private clients, entrepreneurs, family offices, and ultra-high-net-worth individuals achieve their business, family and personal goals. The team focuses on complex business, individual, estate, gift and fiduciary taxation and accounting, with holistic planning for family business owners through each stage of the company's lifecycle including pre- and post-exit planning. Services include tax planning and compliance, estate and gift tax and charitable planning, compensation and benefits consulting, family office services, outsourced accounting, international tax for personal and trust tax planning, tax credits and incentives advisory, and wealth management through a strategic partner.

Comprehensive assurance, tax and advisory services are tailored to meet the unique needs of private equity funds and their portfolio companies throughout the entire investment lifecycle, from deal sourcing and due diligence through post-transaction integration, value acceleration, portfolio company optimization, and exit planning. The team provides a single point of contact with access to firm-wide resources. Services include fund audit and tax, deal advisory, quality of earnings reports, IT and cyber due diligence, valuation services, portfolio company audit and assurance, purchase price allocations, post-merger integration, strategy and transformation, analytics and automation, and divestiture and exit strategy services.

A dedicated team of accounting and tax advisors, business strategists, technologists, and analysts with extensive industry experience provides proven solutions with a positive financial and operational impact to accounting firms, architecture and engineering firms, consulting firms, HR and staffing companies, law firms, and marketing and advertising agencies. Services include accounting and assurance, digital advisory, government contractor consulting, outsourced services, risk and cybersecurity, staffing and workforce solutions, tax services, and transaction advisory specifically tailored to the challenges of professional services firms including competition, an evolving workforce, overhead management, and technology adoption.

Tax and accounting guidance positions real estate, construction and hospitality companies for success in a complex economic climate characterized by economic uncertainty, emerging technologies, evolving regulatory environments, sustainable building practices and shifting market demands. Clients include real estate developers, real estate investors (REITs, funds), general contractors, home builders, specialty contractors, and hospitality companies. Services span accounting and assurance, digital advisory, outsourced services, risk and cybersecurity, strategic financing services including new markets tax credits and opportunity zones, tax services covering cost segregation, energy tax credits, 1031 exchanges, REIT testing, and transactions and valuations.

From startups to established enterprises, strategic guidance, financial planning, and compliance support help technology clients reach their business goals through all phases of development, expansion, and growth. The firm serves software companies, SaaS companies, fintech, health technology, and tech-enabled services companies with customized advisory, tax, assurance, and accounting services. Services include accounting advisory, outsourced accounting, revenue recognition, SOC reporting, cybersecurity, sales and use tax, eCommerce sales tax, R&D tax credits, state tax credits and incentives, digital strategy, deal advisory, IT due diligence, transaction advisory, and valuation services for technology companies at every stage of their lifecycle.

Audit, attestation, and accounting advisory services providing financial statement audits, employee benefit plan audits, and SOC reporting to ensure accuracy and compliance across financial operations. Comprehensive assurance coverage enables organizations to demonstrate the integrity of their financial information and control environments to stakeholders, regulators, and investors.

Strategic financial leadership advisory encompassing finance modernization, IPO readiness preparation, financial planning and analysis capabilities, and technology advisory tailored to CFO-level priorities. Guidance addresses enterprise-wide financial transformation, strategic positioning for capital markets, and modernization of finance organization and systems.

Advisory services covering analytics and automation, artificial intelligence, digital strategy, ERP consulting, and optimization of workflows to guide comprehensive digital transformation initiatives. Engagements help organizations leverage data, advanced analytics, and intelligent automation to drive operational efficiency, improve decision-making, and enable digital-first business models.

Comprehensive outsourced business functions including fractional CxO leadership, managed IT services, and outsourced accounting to enable organizations to focus on core business priorities. Scalable service delivery models provide access to executive-level expertise and operational support across finance, technology, and shared services functions without full-time overhead.

Human capital advisory encompassing HR consulting, fractional executive services, and recruiting and staffing solutions to build and optimize high-performing teams. Services span strategy design, executive engagement, talent acquisition, and interim leadership to address critical workforce needs and organizational capability gaps.

Risk management and cybersecurity services including internal audit, IT audit, cybersecurity compliance, SOX compliance, and risk analytics to protect organizational assets and operations. Comprehensive risk assessment and monitoring ensure alignment with regulatory requirements while building organizational resilience against emerging cyber threats and operational risks.

Advisory on tax credit and incentive financing structures including New Markets Tax Credits, Opportunity Zone consulting, community development, and project financing to optimize capital strategies. Expertise in specialized financing mechanisms helps organizations access alternative funding sources, reduce effective borrowing costs, and align financing structures with development objectives.

Comprehensive tax advisory and compliance services spanning international tax, state and local tax, tax credits and incentives, corporate tax, and transaction tax to optimize tax positions and ensure regulatory compliance. Multi-disciplinary tax expertise helps organizations navigate complex tax environments, identify planning opportunities, and manage compliance across jurisdictions.

End-to-end transaction support including deal advisory, valuation services, forensic and dispute advisory, transaction tax, and IT due diligence to enable successful acquisitions, divestitures, and corporate transitions. Integrated advisory approach covers pre-deal analysis, detailed diligence, fair value assessment, and post-transaction tax structuring to maximize transaction value and manage risks.