Financial Services

The expectations I had for an accounting firm have been vastly exceeded by Withum. They have performed our last three audits with professionalism and integrity, and it has been a pleasure dealing with them. I know that we are in good hands.
— Barry M. Shereck, Chief Financial Officer, China Opportunity Acquisition
The Withum partner overseeing my account focuses on each and every facet of my clients’ specific tax needs, regardless of how big or small. He is willing to work collaboratively, while maintaining exceptional quality and added value along the way.
— Kathryn Spada, HFO Services Corporation

Withum’s Financial Services and Investment Group includes an elite
team of specialists who keep our clients ahead of the curve on all
audit, tax and compliance issues, serving venture capital firms, hedge
fund managers, private equity firms, mortgage bankers, broker-dealers,
credit unions, banking institutions and regulated investment
companies.

Reference Manuals | Click to Download

Emerging Manager
ProForma Alternative Investment
Private Equity
Venture Capital

Our Team

The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.