The Financial Services Industry

Mabstac’s commitment to the financial services industry means that we allocate our best resources to effectively serve our financial institution clients. A substantial percentage of our financial institution industry team and our partners have significant prior experience with national accounting firms. With this background, we offer our clients that unique blend of technical expertise and personal service that is often unavailable from national firms who may be focused on more sizable engagements.

Our financial services practice draws on deep industry experience to help clients increase shareholder value. We deliver accounting, tax and advisory services to several financial institutions. Having an adviser who understands your business needs and industry, and has the experience to provide thought leadership and innovative solutions will help you navigate industry challenges.

We become familiar with all aspects of each client and its environment in order to be effective and provide quality services to our clients. Whether its be audit, accounting, tax or advisory, a complete understanding of the entity is essential. We are able to offer timely solutions to your challenges because our employees remain connected with clients throughout the year. Our professionals will be seen, they will listen, and provide the necessary interconnections which drive successful outcomes.

As accountants and business advisors to financial service firms, we provide solutions used to navigate new regulatory, compliance and tax obligations. Our mission is to help your organization grow and succeed. We have particular expertise with several financial service firms, including:

• Venture Capital Funds
• Registered Investment Companies
• Registered Investment Advisors
• Private Equity Funds
• Management Companies
• FinTech
• Broker-Dealers