Financial Services Plano

Financial Services Plano

The unclear economic climate of the bull market has made it important for businesses and individuals to partner with a highly competent and reliable CPA that has the experience and knowledge to traverse the complexities of the highly controlled Financial Services Industry.  Ray Smith, CPA is committed to providing first-class accounting and consulting services to our clients, especially financial services. With experience assisting companies in the Financial Services Industry, we have the knowledge and insight to help financial services companies address their business challenges and achieve their strategic objectives. Located in Plano, Ray Smith, CPA serves clients throughout the United States. Our unsurpassed expertise, combined with our commitment to our clients, empowers us to provide professional services to various business types and individuals. A list of the areas we can assist:

  • Venture capital funds
  • Fund of funds
  • Hedge funds
  • Family offices
  • Private equity funds
  • Master feeder structures
  • Real Estate Investment Trusts (REITS)

On top of providing financial services to businesses and individuals, Ray Smith, CPA is well versed in providing Plano financial services companies with audit, tax and management advisory services, including:

  • Compliance
  • Tax Planning & Compliance
  • Financial Audits and Assurance
  • Fund Accounting and Administration
  • Start-up Services and Structuring

Ray Smith, CPA has the experience and industry knowledge to help ensure Plano based companies are prepared to their unique challenges and are on the right path for success. To learn more about how our Plano Financial Services can help bring you to the next level, please Contact Us Today (972)437-3698!