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Skills

  • Accounting
  • Financial Services
  • Audit
  • Business Valuation
  • Cfo
  • Compliance Monitoring
  • Consulting
  • CPA
  • CRD
  • Financial Services Industry
  • Forensic Accounting
  • Fund Accounting
  • Reviews
  • Risk Assessment
  • Tax

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Services

  • FINRA & SEC Compliance Expertise

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Dave Banerjee is teamed up with RND Resources to provide compliance services for firms registered with FINRA, SEC, MSRB, CFTC, and other regulatory organizations of the financial services industry. We...

    AccountingCompliance MonitoringCRDFinancial ServicesFinancial Services Industry
  • Public Company Audit and CPA services

    $5/hr Starting at $25 Ongoing

    Dedicated Resource

    Dave Banerjee CPA specializes in serving Public Company registered firms with audit, tax planning, and CPA services. Primarily serving the financial services community, Dave provides a variety of professional...

    AccountingAuditBusiness ValuationCfoConsulting

About

Leading financial service firms to excellence in regulatory compliance with business integrated support and solutions.

Dave Banerjee and RND Resources team up to bring expertise and back office services to broker-dealers, RIA firms, fund mangers, municipal dealers, CTAs, futures merchants, insurance companies, banks, and more. We specialize in regulatory compliance consulting and audits for new firms, and mid-size to small firms. Our mission is to provide integrated solutions that encompass business planning, compliance, operations, trading, and registration into one coordinated program.

Founded: 1984

Work Terms

Our standard office hours are Monday thru Friday 8am to 5pm (PST). We're also happy to schedule appointments to meet your needs. Send an email to info@davebanerjee.com or call our office at 818 657 0288.

We negotiate contracts based on fixed fee arrangements, hourly fee, or monthly retainer depending on your needs. Once we've discussed the work, we'll suggest an appropriate pricing arrangement.

We offer competitive price matching. If you find a competitive quote from a comparable firm for less than we quoted, we'll revise our quote to meet or beat their price. Don't sign a contract until you've given us a chance to quote it.