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Friedman LLP

Financial Services

Financial Services

Rely on our personal assets when growing returns on yours.
  • Overview
  • Service Menu
  • Client Success
  • Insights & Events

Overview

The financial services space is ripe with opportunity—and with that comes an array of complex regulatory and compliance requirements. In this ever-evolving realm, Friedman provides specialized knowledge and skills, steady guidance and premier accounting, audit and tax services, with a highly personalized touch.

In this demanding sector, no requirement is optional; no compliance issue is small; no deadline is flexible. That’s why financial institutions, including hedge funds, private equity firms and broker/dealers, rely on Friedman for our breadth of knowledge and our ability to execute within tight project parameters.

How we help:

  • Delivering spot-on accounting, auditing, reporting and consulting services
  • Enabling you to meet critical compliance deadlines
  • Proactively informing and guiding management on emerging legislation, accounting pronouncements and regulatory requirements
  • Managing technical concerns
  • Positioning your enterprise for greater profitability in an ever-evolving and highly-scrutinized marketplace

Our promise to you:

  • Personalized attention
  • Collaboration and partnership that builds trust and saves you valuable time
  • Senior-level engagement at every step
  • Knowledge sharing, insight and creative problem solving
  • Proactive communication to avoid surprises and keep work on track
  • Swift resolution of issues

Take steps to solidify your financial performance—connect with a member of the Financial Services team, or contact us.

Service Menu

Friedman’s accounting and audit, tax and consulting services provide maximum return on investment for financial services clients.

  • Audit and accounting services
  • Internal controls review and assessment
  • Service Organization Control (SOC) Reports (formerly SAS 70 Reports)
  • IRS and state audit assistance
  • Tax planning and compliance
  • Regulatory reporting and representation
  • Review of partnership agreements and allocations
  • Net asset value calculations
  • Incentive allocation arrangements
  • Entity structuring
  • Projections
  • IT systems reviews
  • Corporate governance assessment

Client Success

Our financial service advisors are passionate about helping clients navigate an ever-evolving economic landscape to help clients thrive. See what our clients are saying about our full scope of services:

"We recently switched to Friedman and all of our expectations were met or exceeded."

--Richard Busillo, RTD Financial Advisors

"Friedman's staff is extremely knowledgeable staff and have strong expertise in our industry. They work hard to meet deadlines and are flexible and reasonable when unforeseen issues arise." 

--Eric Spencer, CFO, SALT Master Fund II, LLC

Insights & Events

  • January 27, 2021 IMN Virtual NYC Distressed CRE Forum, Friedman to Moderate

    Friedman will serve as a co-sponsor of this virtual forum bringing together institutional investors, fund managers, lenders, developers, special servicers, and...

    Read more
  • January 26, 2021 Commercial Observer Distressed Debt Forum, Moderated by Friedman

    Friedman is proud to be the exclusive accounting firm sponsor and to have Fred Berk, Friedman's Co-Managing Partner and Real...

    Read more
  • December 3, 2020 [Watch] COVID-19 and Structured Financial Transactions

    COVID-19 and Structured Financial Transactions Watch as our financial experts share lessons learned from past economic crises and how structural protections can...

    Read more
  • January 2, 2018 Friedman LLP’s David McKelvey Featured in U.S. News article, "How to Kick-Start Your Retirement Savings in 2018"

    It’s never too early to start saving for your retirement. Setting goals to find your motivation to save is one...

    Read more
  • December 3, 2020 [Watch] COVID-19 and Structured Financial Transactions

    COVID-19 and Structured Financial Transactions Watch as our financial experts share lessons learned from past economic crises and how structural protections can...

    Read more
  • January 2, 2018 Friedman LLP’s David McKelvey Featured in U.S. News article, "How to Kick-Start Your Retirement Savings in 2018"

    It’s never too early to start saving for your retirement. Setting goals to find your motivation to save is one...

    Read more
  • January 27, 2021 IMN Virtual NYC Distressed CRE Forum, Friedman to Moderate

    Friedman will serve as a co-sponsor of this virtual forum bringing together institutional investors, fund managers, lenders, developers, special servicers, and...

    Read more
  • January 26, 2021 Commercial Observer Distressed Debt Forum, Moderated by Friedman

    Friedman is proud to be the exclusive accounting firm sponsor and to have Fred Berk, Friedman's Co-Managing Partner and Real...

    Read more
  • View all Events
  • View all Insights

Spotlight

Spotlight
  • Client Success Spotlight
    Client Success Spotlight

    Hear from Arizona Beverages’ CISO on his experience working with CyZen to help enhance their cybersecurity posture during the pandemic.

    Read more
  • Distressed Loan Workouts for Lenders and Borrowers
    Distressed Loan Workouts for Lenders and Borrowers

    Turn to our dedicated experts to reduce risks, unlock value, and reach an agreeable resolution

    Read more

Related Industries

Related Industries
  • Digital Currency and Blockchain Technology
  • REITs

People

People
  • Marc P. Eidelberg
    Marc P. Eidelberg
    CPA, Partner
    meidelberg@friedmanllp.comp 973.929.3530
    f  973.929.3531
  • Meet more of the team

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