Financial Services Business Owners

Specialized Accounting, Tax, and Advisory Solutions for Financial Services Firms

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Why KB Trager, CPA PLLC?

Financial services businesses face unique regulatory, operational, and growth challenges. At KB Trager, CPA PLLC, we deliver expert accounting, tax, and advisory services tailored for RIAs, insurance agencies, wealth management firms, and related financial professionals. Our experience enables us to provide practical, industry-specific guidance that supports your firm’s success.

What We Offer

Controller & CFO Advisory

Fractional CFO and controller services for RIAs, insurance agencies, and wealth management firms
Financial modeling, budgeting, and forecasting to drive strategic decision-making
M&A support, including due diligence and post-transaction integration

Accounting & Bookkeeping

Accurate, timely bookkeeping and financial statement preparation for relevant, actionable insights
Experience with industry-standard platforms such as Orion, Bloomberg Terminal, Nitrogen, and Morningstar
Customized reporting to meet regulatory and internal management needs

Tax Preparation & Planning

Tax compliance and planning for financial services entities and their principals
Tax preparation and assistance to ensure accuracy and minimize risk
Education on entity structure, compensation strategies, and tax-efficient profit distribution

Regulatory Compliance & Risk Management

Support with compliance requirements
Internal controls assessment and implementation to safeguard client assets and firm reputation
Anti-fraud advisory leveraging Certified Fraud Examiner (CFE) expertise

Process Optimization & Growth Advisory

Workflow automation and process improvement for scalable growth
Strategic advice on technology adoption and integration

Contact Us

Ready to elevate your financial services business?

Contact us today to schedule a consultation and discover how our specialized accounting and advisory solutions can help your firm thrive.

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