We’re all about our niche. The SDDco Group (SDDco), a longstanding accounting and consulting company, is exclusively dedicated to the professional support of the financial services industry.
What roles do we support in the industry?
On an outsourced basis, our accountants, FinOps and compliance consultants help financial services firms—such as broker/dealers, investment advisers and private funds—fulfill their professional back office requirements. We maintain their books & records, manage their financial reporting, prepare their tax filings, and guide their overall adherence to the abundant rules of their industry. SDDco services the implementation needs of emerging businesses and the maintenance needs of established firms.
Where do we provide support?
SDDco professionals split their time between servicing firms at their place of business on
a weekly or monthly basis and servicing clients remotely from the SDDco offices. Every
employee, working on or off site, is fully equipped with the latest hardware and software
technology and data protection safeguards.
While we service firms globally, a high percentage of our international clients maintain a New York City presence. Our clients are also situated in other US cities with financial centers, including Boston, Connecticut, Chicago, Miami, New Jersey and San Francisco.
What do our professionals do?
Our accounting professionals institute accounting methods for our clients, keep the company books and records, manage the bills and bookkeeping, prepare and submit regulatory and financial reports, and assist during regulatory reviews and the annual audit.
Our compliance consultants help startups prepare and file their FINRA membership applications, advise clients on the rules and requirements of the applicable regulating bodies, draft company procedures and policies, and educate management and their staff on the year-round steps needed to maintain a culture of compliance.
Our tax team diligently prepares tax return filings and provides tax planning advice to businesses and high net worth individuals. They perform these tax functions at the SDDco offices, where they meet with clients to develop strategies, plan for the future, and guide their adherence to the ever-changing tax codes. SDDco tax professionals also represent our clients before the IRS and other tax authorities.