Empower Your Firm to Adapt and Thrive in Evolving Markets
In today’s rapidly changing financial landscape, your firm needs effective solutions to grow, stabilize, or prepare for an equity event. With a national presence and industry experience across asset management, banking, fintech, and insurance, MGO helps you adapt to shifting market conditions, leverage technology and data analytics, focus on impact investing, and address challenges such as an aging workforce, fewer exit opportunities, and limited infrastructure investment.
Our team supports financial firms of all sizes — including those backed by private equity — through the complexities of tax planning, audit readiness, business planning, digital transformation, and implementing environmental, social, and governance (ESG) goals. By collaborating with leading law firms and banks, we deliver efficient, coordinated solutions that foster innovation and enhance your client experiences.
With a wealth of knowledge and experience in private equity and venture capital, we can assist you in preparing for acquisitions, growth strategies, equity events, and succession planning. From tax planning to audit, valuation, and M&A consulting, our tailored solutions support your private equity-backed and venture capital-driven business at every stage while helping you comply with evolving regulatory requirements.
Comprehensive Solutions for Your Financial Services Needs
Fund Administration
Preparation of fund reporting — including net asset value (NAV) calculations, financial statements, and investors’ capital statements.
Client Accounting Services
Ongoing accounting support customized to meet the needs of asset management firms, financial institutions, fintech companies, and insurance providers.
Tax Planning and Compliance
From partnerships to state and local tax (SALT), we help you minimize liabilities and maximize compliance.
Audit and Assurance
We provide financial statement audits, benefit plan audits, and audit readiness services.
Business Planning
Guidance on cash flow, process improvement, and technology adoption to build a robust financial infrastructure.
Outsourced Services
Leveraging consulting, financial accounting and advisory (FAAS), and tax services for leaner operations.
Guiding Your Business Through Growth, Stability, and Exit
We work with financial firms of all sizes, typically focusing on those with net incomes between $5M and $75M. Whether it’s strategic growth, achieving stability, or preparing for an exit, MGO helps manage every aspect of your business lifecycle — so you can focus on achieving your goals.
Financial firms work directly with managing partners, CFOs, and collaborators such as bankers, attorneys, and insurers. This integrated approach aligns business objectives with sound financial strategy to maintain compliance, mitigate risks, and build resilient portfolios that achieve continued growth.
Leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
T. Renee Parker, CPA
Tax Controversy Partner
Yarik Kim, CPA, CFA
Consulting Partner
Our Perspective, Your Benefit
Every Tax Deadline Your Business Needs to Know for 2025
Individual Tax
How to Avoid Five Common Flaws in Your Income Tax Controls
Internal Controls
How to Secure Your Financial Future as a Professional Gamer
Entertainment, Sports and Media
Massachusetts Tax Amnesty: What You Need to Know
Individual Tax
Solutions Built for You
Enterprise Business Tax
Your goal is to drive growth on a large scale. Our goal is to identify strategic opportunities, streamline complexities, and deliver tax solutions that align with your enterprise’s needs.
State and Local Tax
With varying regulations in every market, reduce exposure and maximize your opportunities to save.
Private Client Services
You deserve an approach to financial planning that aligns with your values and is focused on one objective: accomplishing your goals. With seasoned guidance, you can harness, integrate, and align the various elements of your financial world so you can enjoy the life you’ve worked so hard to achieve.
Client Accounting Solutions
Benefit from a top-performing accounting function with tactical support.
International Tax
Conduct business across borders with confidence you’re limiting risk and maximizing returns.
Public Company Services
Deliver detailed insight and technical proficiency that exceeds regulatory compliance requirements.
R&D Tax Credits
Power innovation by reducing tax liability through state and federal R&D credits.
Tax Services
Keeping up with tax obligations isn’t just an onerous inevitability, it is an opportunity to gain competitive advantage and shape the path to the life you deserve. We leverage insight from leaders in key tax specialties to deliver practical and nuanced guidance to help you achieve your personal and professional goals.
Tax Credits and Incentives
Put your profits back where they belong: driving expansion and innovation for your organization. With experienced guidance credits and incentives can be a powerful tool for fueling your growth.
Tax Advocacy and Resolution
Secure an optimal outcome in the event of an IRS tax audit with experienced guidance.