Client Case Studies
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Commodity Investment Bank and Trader
Fort Lee, NJ

When partners coming together from three separate banking companies needed to set up their newly launched firm, they engaged START U UP to:

• Assist with office layout and furniture selection
• Outfit high-speed technology and communications
• Create internal control structure and accounting and reporting systems
• Guide selection and interview external auditors
• Elect initial accountant and subsequent controller

Start U Up continues to be actively involved in:

• Monthly financial reviews and annual review of results
• Crafting improved reporting and internal control operations tailored to the company’s specific ongoing needs
• Support and guidance for tax filings and annual audit