Investment Portfolio Accounting

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Using our core strengths as Chartered Accountants and business advisors, Bessner Gallay Kreisman helps investment companies develop approaches and practices that lead to increased profitability and growth by minimizing income taxes wherever possible.

BGK knows the ins-and-outs of the accounting and tax implications affecting investment companies. Some of these services specific to the financial services industry include:

  • Audits, review and compilation of financial statements
  • Tax return preparation and tax strategy development
  • Bookkeeping services
  • Maintenance of continuity schedules for the accounting and tax cost of investments
  • Real estate accounting
  • Accounting assistance with capital allocations for limited partnerships
  • Consultations with lawyers on partnership documents