Services/ Accounting & Bookkeeping

For decades, S.D. Daniels & Company, PC of the SDDco Group (SDDco-PC) has been recognized for its accuracy and professionalism in all phases of outsourced accounting and bookkeeping.  Our financial services clients realize the many benefits of outsourcing these functions including a significant cost savings and the consistent delivery of a superior product.

Back office efficiency is essential to your success.  SDDco-PC performs outsourced accounting and bookkeeping functions for financial services firms of all sizes and customizes services to your business needs.  Retainer engagements include scheduled onsite visits and continuous accessibility and assistance.

Outsourced Accounting Services

  • Oversight of books and records for startups and established firms
  • Setup/upgrade of QuickBooks accounting software systems
  • Preparation and analysis of general ledger & financial statements
  • Preparation of accountant compiled reports including footnote disclosures
  • Preparation of 1099, 1096 and other year-end reports
  • Perform budgets and forecasting
  • Supervision of cash flow
  • Accounting consulting projects

Growing a business in today’s global economy requires focused goals and a well thought plan.  SDDco-PC helps companies achieve their goals by removing some of the administrative obstacles that divert a management team’s attention.

Necessary financial tasks such as bill paying and bank reconciliations are all functions that SDDco-PC reliably performs on a weekly or monthly basis.  Our bookkeeping clients include small to mid-sized businesses, high net worth individuals, trusts and estates.

Outsourced Bookkeeping Services

  • Accounts payable
  • Accounts receivable
  • Billing and invoicing
  • Recording of sales and calculation results
  • Maintenance of daily books and general ledger
  • Bank reconciliations
  • General ledger preparation
  • Preparation of financial statements with trial balance


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


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


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


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


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