Independent Consultants

Accounting & Bookkeeping

Our accounting and bookkeeping services provide a strong financial foundation for your business. We ensure all transactions are accurately recorded and reconciled, delivering timely and reliable financial information that supports informed decision-making and day-to-day operations.

Financial Statement Preparation

We prepare high-quality financial statements in accordance with applicable standards, including U.S. GAAP and international frameworks. Our reporting supports audit readiness, regulatory compliance, and clear communication with stakeholders, investors, and management.

Fund Accounting & Administration

For investment firms and fund managers, we offer specialized fund accounting and administrative services. Our team manages complex fund structures, investor reporting, and valuation processes, helping ensure accuracy, transparency, and operational efficiency.

Outsourced CFO & Controller Services

Our outsourced CFO and controller solutions provide strategic financial leadership without the need for full-time internal resources. We oversee financial operations, develop budgets and forecasts, manage cash flow, and implement strong internal controls—acting as a trusted partner to your executive team.

Compliance & Risk Management

We help organizations establish and maintain effective compliance frameworks and risk management processes. By identifying potential risks and implementing tailored controls, we support adherence to regulatory requirements while strengthening operational resilience.

Broker-Dealer Registration

We guide firms through the broker-dealer registration process, providing end-to-end support from initial application through approval and beyond. Our expertise ensures a smooth, efficient experience while helping firms establish a solid regulatory foundation.

FINOP & Regulatory Reporting

Our team includes licensed FINOP professionals who provide specialized financial and operational reporting services for broker-dealers. We support ongoing regulatory filings, capital requirements monitoring, and compliance with FINRA and other applicable regulations.

SEC & SPAC Reporting Services

We assist companies navigating SEC reporting requirements, including those involved in SPAC transactions or preparing to enter public markets. Our team ensures accurate, timely filings and provides guidance through complex regulatory processes.

Consulting & Advisory

Our consulting and advisory services deliver strategic insights to help businesses address challenges, improve operations, and pursue growth opportunities. From financial strategy to process optimization, we provide practical, results-driven guidance tailored to your goals.

Recruiting & Resource Staffing

We connect firms with highly qualified professionals across accounting, finance, compliance, and operations. Our recruiting and staffing solutions are tailored to your specific needs, helping you build and scale teams with the right expertise at the right time.

A Partnership You Can Rely On

At Integrated Solutions℠, we take a partnership-driven approach—embedding experienced professionals into your organization to provide flexible, scalable support. By combining technical expertise with a deep understanding of your business, we help you navigate complexity, maintain compliance, and achieve long-term success.