AOS is leading independent fund administration company with specialties in Exchange Trade Funds, Structured Products / Portfolios, Transfer Agency, Asset Administration, Fund Accounting, Fund Pricing ...AOS is leading independent fund administration company with specialties in Exchange Trade Funds, Structured Products / Portfolios, Transfer Agency, Asset Administration, Fund Accounting, Fund Pricing and Alternative Investments Administration, Share Registry and FinTech products and Services.
These service offerings are underpinned by complex integrated technology solutions partially vendor provided partially AOS developed and allow the organisation to operate in very niche and complex markets with relative ease.
AOS's fund services offering consist of the following administration competencies.
TRANSFER AGENCY SERVICES
•Collective Investment Scheme [CIS] administration
•Exchange Traded Fund [ETF] administration
•Structured Product administration
•Contact centre services
•Bank account reconciliation
•Income distributions
•Trade Settlements
•Fund distributions
•Commission calculation and payments
•FICA
•Fund reporting and client communications
FUND ACCOUNTING & PRICING SERVICES
•Calculation of the Net Asset Value (NAV)
•Calculation of fund income and expense accruals
•Preparation of annual financial statements
•Maintenance of the fund's financial books and records
•Payment of the funds expenses
•Payment of dividends and distributions
•Corporate Actions
•Settlements via custodian banks
•Fund valuations
OFFSHORE FUND ADMINISTRATION SERVICES
.Global custody services
•Trustee services
•Compliance services
•Company secretarial services
•Transfer agency services
•Fund accounting & pricing services
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Avanti Wealth Management, LLC
United States
Avanti Wealth Management, LLC
5 Employees
Location
United States
Description
At Avanti Wealth Management, we want to welcome our clients and grow with them as we help them organize, prioritize, and strategize towards a successful financial future. Our team gives personalized f...At Avanti Wealth Management, we want to welcome our clients and grow with them as we help them organize, prioritize, and strategize towards a successful financial future. Our team gives personalized financial advice and a comprehensive plan that we'll adjust over time according to your needs.
For more than 35 years, our founder Joseph Bilello has guided busy entrepreneurs, professionals, and other high achievers toward financial success. No matter what you need, be it investment strategies, financial planning for retirement, tax management, business consulting, or estate planning, our Avanti Wealth Management family supports you at every turn. Our holistic planning process focuses on optimizing your income, reducing tax liabilities, and safeguarding your assets, all while helping enable you to achieve your long-term financial goals with confidence. We prioritize building meaningful relationships with our clients, ensuring that your unique aspirations are always at the forefront of our strategies.
Visit https://www.avantiwealth.com/ to explore our tailored wealth management solutions and discover how our dedicated team can help you secure a prosperous financial future.
* Avanti Wealth Management, LLC - Registered Investment Advisor. Securities are offered through G.A.Repple & Company, Registered Broker-Dealer, Registered Investment Advisor, Member FINRA & SIPC. Home Office: 101 Normandy Rd, Casselberry FL 32707 407.339.9090
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Baker Tilly Israel
Israel
Baker Tilly Israel
25 Employees
Location
Israel
Description
Baker Tilly is one of Israel's leading financial & consulting services firms offering accounting, auditing, tax and consulting services. The firm in Israel is an independent member of bakertilly Inter...Baker Tilly is one of Israel's leading financial & consulting services firms offering accounting, auditing, tax and consulting services. The firm in Israel is an independent member of bakertilly International, one of the world's largest international networks of accountancy and business advisory firms.
We operate in an organizational structure that allows each client to find the right expertise and personal attention. Our staff combines insight and integrity with extensive business knowledge and expertise in the relevant professional fields, including:
Audit and Accounting Division, Tax consulting ( for both companies and individuals), The SMB division, Baker Tilly Finance, Baker Tilly Strategy Consulting, Internal audit, Forensic audit Embezzlement and fraud prevention, SOX and more...
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BankiFi Technology Ltd.
United Kingdom
BankiFi Technology Ltd.
25 Employees
Location
United Kingdom
Description
BankiFi is an engagement banking provider putting banks back at the heart of business. Through a unique combination of technology, marketing and human interaction, we help banks transform their digita...BankiFi is an engagement banking provider putting banks back at the heart of business. Through a unique combination of technology, marketing and human interaction, we help banks transform their digital channels from being purely transactional to a central place for SMEs to run their business.
Our platform enables banks to help SMEs manage payments and collections, accounting, cash flow, access to working capital finance and navigate the move towards Making Tax Digital.
We equip banks to become customer centric with beyond banking services that help them foster deeper relationships, increase business deposits, expand lending opportunities and reducing costs, allowing their business customers to thrive.
Our technology enables banks to provide a set of integrated services - accounting, invoicing and payments - designed around the processes small business customers use to run their business.
We're helping banks to become customer centric, rather than product centric - which increases bank revenues and reduces costs, all whilst allowing your small business customers to thrive.
Open banking | Embedded banking | Embedded finance | Open cash management | Request to pay | SME | SMB
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Barrett & Company PLLC, CPA's
United States
Barrett & Company PLLC, CPA's
25 Employees
Location
United States
Description
We specialize in assisting small – midsized businesses with the full scope of accounting, tax and management advisory services, including basic audits and reviews. Our expertise is in construction, ...We specialize in assisting small – midsized businesses with the full scope of accounting, tax and management advisory services, including basic audits and reviews. Our expertise is in construction, manufacturing, transportation and real estate with our clients receiving a single line of communication and responsibility with a Barrett & Company PLLC team member who's fully responsible and committed to our firm in matters of policy. This means that there are no unnecessary delays of decisions being made at a distant headquarters office. Our working relationship with our clients is designed to provide prompt discussion of all important matters as they arise. We strive at all times to avoid last-minute surprises.
We're an active force in growing our client's business and guiding them toward their goals. Our team approach with client engagement provides us the broadest possible service for our clients with year round continuous communication in order to serve as a sounding board for our clients accounting, auditing, and tax matters. We offer more than expert accounting. Our mission is to provide peace of mind.
Do what you love. Leave the numbers to us.
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BBS Trust Int'l Limited
Malaysia
BBS Trust Int'l Limited
25 Employees
Location
Malaysia
Description
BBS Trust International Limited is a Trust Company incorporated in Labuan, Federal Territory of Malaysia under the Labuan Companies Act 1990 ("LCA").
We are committed to delivering value-added and ...BBS Trust International Limited is a Trust Company incorporated in Labuan, Federal Territory of Malaysia under the Labuan Companies Act 1990 ("LCA").
We are committed to delivering value-added and value-for-money services to our clients in our mission to become a one-stop professional center providing services consistent with best practice standards.
We also aim to provide special tools and insights to our global clients by providing tailored products and services suited to clients' local needs. As the Firm Of The Future, we strive to stay relevant in today's dynamic business environment and tuned into current market trends, as well as legal and financial policies.
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BCV Financial Solutions
Australia
BCV Financial Solutions
5 Employees
Location
Australia
Description
ONE mission. To help people improve their lives by making better choices with the money.
Money matters, because your life does.
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Beacon Accountancy and Business Services, Inc.
United States
Beacon Accountancy and Business Services, Inc.
5 Employees
Location
United States
Description
Tax, Accounting, and Business Services
Services being offered do not require a state license.
IRS Enrolled Agents
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Better Business Basics
United States
Better Business Basics
25 Employees
Location
United States
Description
Better Business Basics was established in Adelaide in 2006 by Annie Flannagan, a talented professional looking to deliver a high-quality finance function to SMEs in need of support and expertise. At B...Better Business Basics was established in Adelaide in 2006 by Annie Flannagan, a talented professional looking to deliver a high-quality finance function to SMEs in need of support and expertise. At Better Business Basics, we were designed to help SMEs get their financial records organised and systemised, using data from what's happened in the past to assist them to survive and thrive in the long term.
We don't just take care of your day-to-day bookkeeping with the expertise, commitment and information you need to run a successful business, we'll do it 10% cheaper than if you were doing it internally.
We do more than take care of the numbers, we find the story in them. And if your business turns over $1 to $20 million in revenue, then we're designed specifically to do it for you. We'll get your financial records organised and systemised, helping you to understand what will bring growth.
Not only do we take care of your day-to-day bookkeeping in Australia with the expertise, commitment and information you need to run a great business, we'll do it 10% cheaper than doing it internally.
We'll also put together the optimum tech stack to make sure you're running as optimally as possible; we'll match you with the best person on our team for you; and then we'll use the best process to tie it all together for you and your internal team.
So if you're questioning your numbers, first we'll make sure they're right and then we'll answer the real questions, like:
• Is my business model working?
• How can I use my resources for most impact?
• Where are my roadblocks to growth?
• What can I learn from other businesses like mine?
• And the big one, how do I get more profit?
Because numbers tell stories, and it's time to get yours.
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Bleecker & Jones
United States
Bleecker & Jones
5 Employees
Location
United States
Description
Bleecker & Jones is an early-stage finance and accounting consultancy. We believe that young companies can and should have excellent finance and accounting resources without having to devote massive a...Bleecker & Jones is an early-stage finance and accounting consultancy. We believe that young companies can and should have excellent finance and accounting resources without having to devote massive amounts of time or money. We partner with leadership teams to provide strategic value while covering the basics. We're fastidious, responsive, and often irreverent.
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Blockkeepers
United Arab Emirates
Blockkeepers
5 Employees
Location
United Arab Emirates
Description
Your Trusted CPA Firm for Crypto Accounting, Cryptocurrency Taxes, NFT taxes, and Financial Accounting.
Navigating the complexities of cryptocurrency taxation requires expert guidance. At CryptoTax...Your Trusted CPA Firm for Crypto Accounting, Cryptocurrency Taxes, NFT taxes, and Financial Accounting.
Navigating the complexities of cryptocurrency taxation requires expert guidance. At CryptoTax Consultants, we specialize in crypto tax compliance while offering comprehensive traditional tax services. Our experienced team provides personalized strategies to maximize deductions, minimize liabilities, and ensure accurate reporting.
But our expertise doesn't stop there. We also excel in financial accounting solutions for businesses of all sizes. From streamlined bookkeeping to strategic financial analysis, we optimize your financial processes and drive growth.
Unlock your financial potential with CryptoTax Consultants. Connect with us today for tailored solutions and proactive advice.
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Bob Reus & Co
Australia
Bob Reus & Co
25 Employees
Location
Australia
Description
Bob Reus & Co, the leading professionals in providing financial services such as Tax, Accounting, Financial Planning, Superannuation, Lending & Insurance.
We see the relationship between client an...Bob Reus & Co, the leading professionals in providing financial services such as Tax, Accounting, Financial Planning, Superannuation, Lending & Insurance.
We see the relationship between client and professional adviser as one where your professional adviser needs to be working with you to achieve your goals and is required to be proactive in offering advice, rather than reactive to circumstances as they arise.
As professional accountants and authorised investment advisers, we are well qualified to offer you specific tax-effective advice and financial advice to fast track your journey to financial security.
We have advised many Australians how to build their wealth and we would like to help you too.
Please follow our website link to find out more about our services.
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Boyer & Ritter LLC
United States
Boyer & Ritter LLC
250 Employees
Location
United States
Description
Boyer & Ritter's sound reputation as a high-quality, high-value regional accounting firm is upheld by our team of dedicated professionals and our client-oriented philosophy.
More than accountants...Boyer & Ritter's sound reputation as a high-quality, high-value regional accounting firm is upheld by our team of dedicated professionals and our client-oriented philosophy.
More than accountants and auditors, Boyer & Ritter professionals are regarded as trusted partners. Our unmatched expertise in specialty practices include employee benefit plans, risk management, fraud detection and prevention, business valuations, acquisition and divestitures and strategic tax planning.
Boyer & Ritter continues to develop and add expertise in existing and emerging practices, and we continue to expand our professional team with specialized talent to better serve clients from each of our offices in Camp Hill, Carlisle, Chambersburg and State College.
We understand there are a number of local firms from which to choose, but few will provide our level of experience, connections and specialized knowledge. Boyer & Ritter offers a local presence, steadfast reputation and client-endorsed expertise.
Whether yours is a closely held business, not-for-profit entity or government agency, as independent accountants and consultants, we deliver a custom approach to helping each client explore better options, pursue clear opportunities and achieve their business and personal objectives.
Boyer & Ritter is consistently recognized as one of the Best Places to Work in PA and within the nationally comprised list of Best Accounting Firms to Work For. We believe employee satisfaction carries through to client satisfaction.
Boyer & Ritter is an independent member of the BDO Alliance USA. This combination - regional presence through our four offices in Pennsylvania, plus access to a national knowledge base through BDO Alliance USA - ensures that our clients receive competent advice from the most experienced professionals in the industry, prompt responses to their needs and questions, and timely, cost-effective delivery of services.
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B-think Audit sp. z o.o.
Poland
B-think Audit sp. z o.o.
5 Employees
Location
Poland
Description
Naszą siłą jest doświadczenie i wysokie kompetencje. Słuchamy swoich klientów. To pozwala nam znajdować najlepsze rozwiązania i dostarczać w pełni zindywizualizowane, kompleksowe narzędzia ...Naszą siłą jest doświadczenie i wysokie kompetencje. Słuchamy swoich klientów. To pozwala nam znajdować najlepsze rozwiązania i dostarczać w pełni zindywizualizowane, kompleksowe narzędzia biznesowe w zakresie finansów.
Każdy z nas specjalizuje się w innej dziedzinie, dlatego wspólnie potrafimy skutecznie rozwiązywać najbardziej złożone zadania. Analizujemy, interpretujemy, doradzamy i udzielamy wsparcia we wszelkich przedsięwzięciach biznesowych.
Od ponad 16 lat jesteśmy zaufanymi partnerami dla naszych klientów. Wskazujemy właściwe rozwiązania, budując mocną, stabilną pozycję zarówno mikroprzedsiębiorstw jak i międzynarodowych grup czy spółek giełdowych.
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AMA Audit Tax Advisory
United Arab Emirates
AMA Audit Tax Advisory
75 Employees
Location
United Arab Emirates
Description
Whether your business is new or old, it needs efficient accounting and advisory services for growth and sustainability. Having your books in top shape all year round is an achievement that can help yo...Whether your business is new or old, it needs efficient accounting and advisory services for growth and sustainability. Having your books in top shape all year round is an achievement that can help your business function smoothly and provide grounds for sound and promising business decisions.
As your accounting needs will continue to grow with your business, it is imperative to pay careful thought to a long term and viable solution for this vital part of your business. By hiring us to take care of all your accounting needs, you will be ensuring yourself a step in the right direction. By letting us be your professional accountants you will:
– have availed the services of highly qualified, experienced professionals not commonly available at an affordable price for small businesses;
– more time to run your business without having to think about all the numbers; and
– saved resources to run your business successfully.
Given the opportunity to work for your promising company, we will prove with our dedication and high performance, that you have purchased peace of mind in the guise of our professional accounting and advisory services.
Archer is a technology-enabled service provider that delivers outsourced operations to help investment managers grow through product innovation and cost management. With fully integrated, robust techn...Archer is a technology-enabled service provider that delivers outsourced operations to help investment managers grow through product innovation and cost management. With fully integrated, robust technology, Archer enables investment managers to maintain their proven and repeatable investment process while outsourcing downstream operations and maintenance to an expert team. Archer has deep experience working with a variety of asset managers, creating customized solutions to help them swiftly launch new products, streamline operations, and enter new distribution channels.
For more information, visit archerims.com.
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Ascor® Independent Wealth Managers
South Africa
Ascor® Independent Wealth Managers
25 Employees
Location
South Africa
Description
Ascorâ„¢ Group of Companies - Independent Wealth Managers.
Our service combines personal investments, tax planning strategies, estate planning, auditing and accounting. It is designed to provide a...Ascorâ„¢ Group of Companies - Independent Wealth Managers.
Our service combines personal investments, tax planning strategies, estate planning, auditing and accounting. It is designed to provide a broad array of services within the confines of one office - the :"Professional one stop service offering".
High Net Worth Individuals (HNWIs), small and medium business owners and their families who desire the assistance of a credentialed financial advisory specialist call upon Ascorâ„¢ Wealth Managers.
Ascor™ Wealth Managers will coordinate auditing, accounting, retail banking, estate planning, legal resources, tax professionals and investment management. As wealth managers we are independent qualified Auditors, Professional Accountants, Certified Financial Planner®, Registered tax practitioners and finally people who care about their clients.
Ascorâ„¢ is also known as "Mine Rehabilitation" finance experts. With some of the best qualified Financial Advisors in South Africa, we know that we can and will provide superior advice and services.
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Avery Cooper & Co. Ltd.
Canada
Avery Cooper & Co. Ltd.
25 Employees
Location
Canada
Description
Established in 1969, Avery Cooper has offered public accounting and auditing services throughout the North. Avery Cooper & Co. conducts audits, reviews, and business tax services while Avery Cooper Fi...Established in 1969, Avery Cooper has offered public accounting and auditing services throughout the North. Avery Cooper & Co. conducts audits, reviews, and business tax services while Avery Cooper Financial Corporation provides an assortment of services such as bookkeeping, accounting, personal tax, along with management and financial consulting.
Please contact us at info@averycooper.com to further discuss on how we can help you.
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Avizo Group, Inc. f/k/a Hartmann, Blackmon & Kilgore, P.C.
United States
Avizo Group, Inc. f/k/a Hartmann, Blackmon & Kilgore, P.C.
25 Employees
Location
United States
Description
We're here to be your guide through accounting and financial choices that lead to business growth. Our team maintains specialized expertise in areas outside of traditional accounting services in orde...We're here to be your guide through accounting and financial choices that lead to business growth. Our team maintains specialized expertise in areas outside of traditional accounting services in order to to offer a holistic approach to helping you overcome any barriers in the way of reaching your goals.
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Baker Tilly Bulgaria
Bulgaria
Baker Tilly Bulgaria
25 Employees
Location
Bulgaria
Description
Baker Tilly South East Europe is a full-service accounting and advisory firm, that offers industry specialised services in assurance, tax and advisory.
Every day, 350 professionals located in seven...Baker Tilly South East Europe is a full-service accounting and advisory firm, that offers industry specialised services in assurance, tax and advisory.
Every day, 350 professionals located in seven offices throughout South East Europe (Cyprus, Greece, Romania, Bulgaria and Moldova) share their expertise to accelerate your business growth.
At Baker Tilly, we are ready now, for tomorrow's challenges. We believe in the power of great relationships, by leading and listening to great conversations. We channel change into progress for great futures.
Baker Tilly South East Europe is an independent member of Baker Tilly International. Baker Tilly International is one of the world's leading networks, uniting independent companies to provide top-quality professional services in both international and regional markets. Baker Tilly International supports network members through training, conferences and training projects that help each firm deliver services using international resources and expertise.
Operating under a unified structure, directed by a single, central management team, operating through 7 offices in 5 countries by 27 directors and 350 professionals.
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Baker Tilly Wag
Egypt
Baker Tilly Wag
250 Employees
Location
Egypt
Description
We are a leading accountancy firm in Egypt, and a member firm in Baker Tilly International. We offer a comprehensive range of services on high quality levels. Our partners and expert staff adhere to p...We are a leading accountancy firm in Egypt, and a member firm in Baker Tilly International. We offer a comprehensive range of services on high quality levels. Our partners and expert staff adhere to professional leadership and client service complying with plans and professional ethics.
The team of our firm would bring to bear many years of experience in different industries. As future developers we are always ready to detect obstacles, give innovative solutions to our client's problems, and render value-added, flexible services together with the unlimited knowledge of our team. They pursue the highest levels of professionalism in providing services of audit, tax, economic and financial consulting to our clients.
We give guidance and advice to companies to improve their financial position and profitability through our accurate and deep audit practice, techniques and performance involving our very significant Field work.
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Barca Financial Group
United States
Barca Financial Group
25 Employees
Location
United States
Description
We have been working with individuals and businesses in the area for several years.
Each of our agents has extensive personal and professional experience.
Many hold various professional designat...We have been working with individuals and businesses in the area for several years.
Each of our agents has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
for more information contact us:
www.barcafinancial.com
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Berdon
United States
Berdon
250 Employees
Location
United States
Description
"Berdon" is the brand name under which Berdon LLP, a licensed independent CPA firm, and Berdon Advisors LLC serve clients' business needs. Berdon Advisors LLC is a subsidiary of Citrin Cooperman Advi..."Berdon" is the brand name under which Berdon LLP, a licensed independent CPA firm, and Berdon Advisors LLC serve clients' business needs. Berdon Advisors LLC is a subsidiary of Citrin Cooperman Advisors LLC. Berdon Advisors LLC and Citrin Cooperman Advisors LLC are not licensed CPA firms.
Atlas Risk Advisory Inc.
Automated Outsourcing Services
Avanti Wealth Management, LLC
Baker Tilly Israel
BankiFi Technology Ltd.
Barrett & Company PLLC, CPA's
BBS Trust Int'l Limited
BCV Financial Solutions
Beacon Accountancy and Business Services, Inc.
Better Business Basics
Bleecker & Jones
Blockkeepers
Bob Reus & Co
Boyer & Ritter LLC
B-think Audit sp. z o.o.
AMA Audit Tax Advisory
Anthill (myanthill.com)
Archer
Ascor® Independent Wealth Managers
Avery Cooper & Co. Ltd.
Avizo Group, Inc. f/k/a Hartmann, Blackmon & Kilgore, P.C.
Baker Tilly Bulgaria
Baker Tilly Wag
Barca Financial Group
Berdon