Our accountants and advisors provide strategic guidance to privately-held investment companies, venture capital companies and their management teams to help them monitor and 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.
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. At BloomSchon CPAs LLC we understand the forces that affect your marketplace.