About

Learn about Our FinOP Services

Goldcrest Consulting Services, LLC is committed to providing broker-dealers with a unique combination of licensed FinOp services, as well as a proven track record of accounting expertise. With our team’s background in accounting and possession of Series 27 licensing, we are equipped to provide broker-dealers nationwide with a broad range of services.

Training and Licensing

Hiring the right FinOP professional for your broker-dealer assures access to services that comprehensively meet your needs. Our Firm possesses knowledge in financial law that specifically applies to introducing broker-dealers. 

Trusted Background in Accounting

Our mission in serving broker-dealers ensures compliance and helps our clients access accounting knowledge that is applicable to the specific demands of the broker-dealer industry. With dual knowledge of accounting standards and financial law for broker-dealers, our firm can support all your FinOp needs or can be tailored to best serve you.

Secure Data Access in the Cloud

As an essential accounting and bookkeeping measure, it’s imperative that your sensitive financial information is stored securely. As a matter of ease of access, your information should be retrievable whenever you need it. To meet that end, Goldcrest Consulting Services, LLC utilizes cloud-based accounting solutions, which includes virtual access to QuickBooks. This provides our clients with centralized access to books and records and an easy way to retrieve and share information through cloud accounting. Our digital solutions for accounting and bookkeeping make the process easier for everyone.

Financial and Operations Principal and Accountant

For more information, read more about our FinOP and back-office accounting services for broker-dealers. 

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