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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