Investment Companies

Our accountants and advisors provide strategic guidance to privately-held investment companies, venture capital companies and their management teams to help grow their business.

We offer a full-range of business services, encompassing accounting and bookkeeping functions, general ledger maintenance, partnership allocations and tax planning and compliance. We assist clients in preparing financial statements and conducting financial statement reviews or certified audits. BloomSchon is a PCAOB registered firm.

We help investment companies achieve their goals with industry-specific financial advice.

Investment companies have unique business challenges as they operate in a dynamic and heavily regulated environment. Our consulting expertise includes advising our clients on entity structure, foreign reporting, classification as a “trader” or “investor,” capital account reconciliations, compensation and benefit planning for the management team and gain or loss reporting.

If you interested in tax, accounting or business advisory help for your investment company, contact us for a consultation.

As a financial consulting firm, we have relied on BloomSchon CPAs for its superior accounting services for more than 20 years. We have also used Larry Bloom as our personal tax accountant for the last 30 years. Larry Bloom and his staff provide us a wide range of accounting services from bookkeeping and financial statement preparation to partnership accounting and compliance consulting. To say that Larry Bloom and his staff are experts in their field is an understatement. His knowledge of accounting and its nuances as well as being up-to-date and well-versed in the changing compliance landscape is unparalleled. We consider the professionals at BloomSchon CPAs to be trusted and exceptional advisors and partners in business.-Brian McNally