Why Financial Services Firms Choose MGO
Whether you’re scaling operations, managing increased regulatory expectations, modernizing your technology, or preparing for an acquisition, today’s financial services environment demands informed decision-making. We work alongside leadership teams to provide practical solutions that support growth, improve efficiency, and strengthen your business.
- Experience across the financial services industry: We work with asset managers, private equity firms, venture capital-backed companies, banks, fintech companies, insurance providers, and other financial institutions. That breadth of experience allows us to deliver guidance tailored to your business model and strategic objectives.
- Support for every stage of growth: Whether you’re expanding operations, preparing for a capital event, navigating consolidation, or planning for succession, our audit, tax, consulting, valuation, and transaction professionals help you move forward with confidence.
- A coordinated advisory approach: Your financial, legal, and operational decisions are interconnected. We work closely with your attorneys, bankers, and other advisors to help align strategy, reduce inefficiencies, and support timely decision-making.
- Ready for what’s next: Regulations evolve. Technology changes. Markets shift. We help you prepare for what’s ahead by strengthening financial reporting, improving operational processes, and addressing the challenges shaping the financial services industry.
Our Financial Services Solutions
Fund Administration
Preparation of fund reporting, including net asset value (NAV) calculations, financial statements, investor capital statements, and related reporting support.
Client Accounting Services
Outsourced accounting and ongoing accounting support tailored to asset managers, financial institutions, fintech companies, insurance providers, and investment firms.
Tax Planning and Compliance
Partnership tax, state and local tax (SALT), international tax, and proactive tax planning that helps reduce risk while supporting compliance across multiple jurisdictions.
Audit and Assurance
Financial statement audits, employee benefit plan audits, audit readiness, and financial reporting support that strengthens stakeholder confidence and meets regulatory expectations.
Business Strategy and Operations
Cash flow management, operational improvement, technology adoption, process optimization, and strategic planning to help build a stronger, more resilient organization.
Transaction Advisory and Valuation
Buy-side and sell-side due diligence, business valuations, quality of earnings analyses, growth strategy, succession planning, and transaction support for private equity-backed, venture capital-backed, and founder-led businesses.
Guiding Your Business Through Growth, Stability, and Exit
We work with financial firms of all sizes, typically focusing on those with net incomes between $5M and $75M. Whether it’s strategic growth, achieving stability, or preparing for an exit, MGO helps manage every aspect of your business lifecycle — so you can focus on achieving your goals.
Financial firms work directly with managing partners, CFOs, and collaborators such as bankers, attorneys, and insurers. This integrated approach aligns business objectives with sound financial strategy to maintain compliance, mitigate risks, and build resilient portfolios that achieve continued growth.
Leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
T. Renee Parker, CPA
Tax Controversy Partner
Yarik Kim, CPA, CFA
Financial Services Industry Leader | Consulting Partner
Susan Nunez, LL.M., J.D.
State and Local Tax (SALT) Managing Director
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Solutions Built for You
Enterprise Business Tax
Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.
State and Local Tax
With varying regulations in every market, reduce exposure and maximize your opportunities to save.
Private Client Services
Managing significant wealth often means balancing personal, business, and family priorities. MGO helps high-net-worth individuals, business owners, family offices, athletes, and entertainers simplify complex financial decisions with integrated tax, wealth management, business management, and estate planning services.
Digital Assets and Cryptocurrency
Digital assets present real challenges for investors, exchanges, and businesses — from regulatory uncertainty and tax complexity to valuation, security, and reporting pressures. We help you navigate this evolving landscape with accounting, tax, audit, and consulting services built specifically for cryptocurrency and blockchain-based assets.
Client Accounting Solutions
Benefit from a top-performing accounting function with tactical support.
International Tax
Conduct business across borders with confidence you’re limiting risk and maximizing returns.
Public Company Services
Deliver detailed insight and technical proficiency that exceeds regulatory compliance requirements.
R&D Tax Credits
Power innovation by reducing tax liability through state and federal R&D credits.
Tax Services
Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.
Tax Credits and Incentives
Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.
Tax Advocacy and Resolution
Secure an optimal outcome in the event of an IRS tax audit with experienced guidance.