About/ Our Group

The SDDco Group Named
#1 Leading Outsourcing
Consultant Firm for Broker Dealers

The SDDco Group (SDDco) is a professional services firm highly regarded for delivering meticulous outsourced support to the financial services industry and others.  SDDco offers a broad menu of support to emerging and existing financial services firms.  Engaging a team of SDDco accounting, FinOp, and compliance professionals enables close collaboration across complex financial, regulatory, and tax matters.  SDDco also helps technology startups and other new ventures establish and maintain their businesses.

Our group descends from Sanders and Daniels Company, a New York CPA and consulting partnership formed in 1952, and its successor CPA firm, S.D. Daniels & Co., PC, an S Corporation since 1995.  The firm expanded to five entities to widen its specialized support to the financial services sector: S.D. Daniels & Company, PC; S.D. Daniels & Company, LLC; SDDco Regulatory Services LLC; and SDDco Brokerage Advisors, LLC.

Our clients include US institutional broker/dealers, registered investment advisors, subsidiaries of foreign banks, asset management companies, commodity brokers, private funds, technology firms, new ventures, and high net-worth individuals.  The success of SDDco is evidenced by our high rate of referrals and enduring client ties.

Our services include year-round accounting and consulting support to emerging and established business, including financial reporting, regulatory compliance, business startups, brokerage setups, adviser registrations, and tax compliance.

Our approach is both client centered and staff attentive.   Our goal is to give our clients the most current advice and accurate product possible framed by a thorough understanding of how each business operates and our commitment to due care in the performance of our professional responsibilities.  To carry out our mission, we develop and retain top talent by considering all that our employees desire from the workplace, all that our clients deserve from our employees, and all that our profession demands.

FOCUSED SUPPORT

SDDco specializes
in two industries.

Our know-how and our network supports the financial services & tech industries.

We hold the right training and licensures to keep you in step and mitigate risk.

Our Credentials

SUCCESSFUL CLIENTS

SDDco supports
industry leaders.

We oversee back office functions so you can focus on your own clients.

Major banks, private funds, RIAs, BDs, and tech startups choose us.

Our Clients

TOP TALENT

SDDco is as good
as its great people.

Our CPAs, FinOps and
consultants are licensed,
experienced professionals.

Partner with us for start-ups and for ongoing accounting, compliance and tax work.

Our People

ONSITE OUTSOURCING

SDDco performs
services onsite.

Outsourced support with
SDDco isn’t out of sight.

We work in your space and for your team on a regular basis. Engage the expertise without the fulltime hire.

Our Praises

HIGH STANDARDS

SDDco observes
AICPA principles.

Our inaugural firm began
when two CPAs opened
a NYC office back in 1952.

We faithfully maintain the CPA standards: integrity, competency, confidentiality….

Our Group