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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

Directions to our Firm 

Our Team
Goldcrest Consulting Services, LLC is a full-service CPA firm licensed in NY and a Registered Investment Advisory firm. All our CPA's hold valid NY CPA certificates.
Our Values
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Employment Opportunities
Check this page from time to time for specific employment opportunities.
Read our company blog for interesting posts about our activities and thoughts on the latest news.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Goldcrest Consulting Services, LLC 2021