Financial Services

Investing in Your Business

With more than 45 years of experience in the financial services industry, our team has the expertise to develop essential solutions for investment companies, private equity funds, registered investment advisors, wealth managers, broker-dealers and specialty finance companies.

Navigating the Industry

We are actively involved with industry organizations and collaborate with other leaders to stay at the forefront of the industry.

With You Every Step of the Way

Our team doesn’t just understand your industry — we specialize in it. We’re uniquely qualified to help your business handle challenges like ever-complicated regulations and unpredictable markets, and our expertise positions your company for long-term success and growth.

Risk Mitigation

Successful financial services businesses need robust threat deterrence strategies to thrive. Our services help you build a wealth of risk management processes.

Accounting and Taxes

Rules and regulations change constantly. Our team ensures you are compliant, have solid economic groundwork, and are set up for optimal savings.

Unpredictable Markets

Navigating financial markets requires a trusted partner. We provide strategic insights and planning to help you stay resilient during economic shifts.

Maximizing Opportunity

You need a partner who’s seen it all. We can assist with decision-making, strategic planning and growth strategies to help you evolve and grow.

Advisory Services

You don’t just need an advisor — you need a trusted partner. Work alongside us as we develop strategic plans and actionable steps to propel your business forward.

Fund Formation

We advise you on fund structuring, tax structuring and modeling, and other general partner and carried interest matters.

Registered Investment Advisor Consulting

Prepare your firm for a successful future with our expertise in risk analysis, compliance support and strategic planning. Moore Colson is registered with and subject to inspection by the PCAOB.

Accounting and Tax Advisory

We’re committed to helping your business grow. You’ll receive regular and ongoing support throughout the year to help keep your business accounting on track and navigate the ever-changing tax environment to help you minimize and plan for your tax liability.

Transaction Advisory and Quality of Earnings

Our team can provide insights into potential acquisitions and prepare a buy- or sell-side quality of earnings.

Learn more about Transaction Advisory Services.

Forensic or Turnaround Services

If you believe fraud may have occurred or have a business or portfolio company that is struggling, we can help. We will evaluate potentially fraudulent activity to help you determine what happened and prevent future instances of fraud. Our professionals have extensive experience helping businesses in difficult financial situations.

Exit Planning

Whether you are considering selling your business or portfolio company, we can advise you on the transaction structure to maximize value and tax efficiencies. We provide sell-side due diligence to help you prepare for a potential sale.

Succession and Estate Tax Planning

Build a legacy that lasts. Our comprehensive succession and estate tax planning services ensure a smooth transition for generations to come.

Learn more about Estate and Trust Planning.

Compliance Services

We don’t just want your business to survive — we want it to thrive. As a trusted partner, we’re dedicated to maintaining your business’ well-being by handling the intricacies of compliance for you.

Financial Statement Audit Services

We offer a comprehensive suite of assurance services to ensure financial transparency and integrity. We have extensive knowledge of your industry and its unique reporting requirements.

Learn more about Financial Statement Audit, Review and Compilation services.

Federal and State Income Tax Return Preparation

Our tax services help your business stay ahead of the ever-changing federal and state tax regulations.

Learn more about Business Tax.

Foreign Partner Compliance Reporting

Your business may involve partners from foreign countries. We help you navigate international tax complexities to maximize your tax benefits and plan for long-term financial success.

Owner Income Allocations and Distributions

We help ensure the intent of your ownership agreements is understood and followed for how income is allocated to owners. We work with you to ensure cash distributions are made in accordance with the “waterfall” in ownership agreements.

Internal Audit Assistance

If your corporate governance requires you to document and test your internal controls, we can help. Our internal audit professionals can help you develop, execute and report on your internal system to corporate governance leaders.

Learn more about Internal Audit Outsourcing.

The Moore Colson Financial Services Team

Get to know the experts ready to uncover new opportunities for your business. We are ready to serve you by delivering excellent client service through collaboration and insights.

Connect with Our Financial Services Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs

What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 200 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.