RIA Accounting

Riverside Group provides end-to-end accounting services for you and your RIA firm. We can provide you and your firm with monthly accounting, bookkeeping services, tax advisory and preparation and fractional CFO services.

RIA Accounting & Tax Services

  • Monthly Accounting

    Riverside Group includes monthly accounting compilations and reviews in all of our engagements so your books are ready for tax preparation on time each year.

  • Bookkeeping

    Our bookkeeping team can take over all your day to day accounting processes and function as a full-service outsourced bookkeeper for you firm, saving you time and money.

  • Tax Preparation

    Riverside Group will prepare and file your tax return each year in a timely basis. We can also provide discounted pricing for your partners and senior managers.

  • Fractional CFO

    For high growth firms, our fractional CFO program allows you to focus on your business while we handle all your accounting needs. We can help you reduce errors and keep costs predictable with our project based pricing model. We never charge hourly or surprise fees to you or your clients.

pricing: ria tax & accounting

  • Designed for start-up firms.

  • Annual firm revenue: under $300,000

  • Includes annual business tax preparation

  • Includes monthly accounting services

  • Unlimited CPA support

essentials

Starting at $350/month

  • Advanced support for growing firms

  • Includes annual business tax preparation

  • Includes monthly accounting services

  • Unlimited CPA support

  • Dedicated client support

  • Includes up to 2 employee/partner returns

platinum

Starting at $750/month

  • Designed for firms with revenues over $5 million

  • Includes annual business tax preparation

  • Includes monthly accounting services

  • Unlimited CPA support

  • Dedicated client support

  • Includes up to 6 employee/partner returns

Enterprise

Starting at $3,000/month

  • Solution for firms with offices in multiple states and greater complexity

  • Includes annual business tax preparation

  • Includes monthly accounting services

  • Unlimited CPA support

  • Dedicated client support

  • Includes all employee/partner returns

national accounts

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the riverside difference

Our tax and accounting professionals have received advanced degrees in accounting and finance and everyone signing your return at our firm is a Certified Public Accountant (CPA) and Masters in Tax or Accountancy.

high quality advice

While many CPA firms fail to provide basic service to clients like answering phone calls or responding to emails in a timely fashion, Riverside Group is dedicated to providing your firm and your clients with the highest degree of customer support, even during busy season.

Best-in-class service

Not only can Riverside Group assist with tax compliance, but we focus heavily on providing you year round tax strategy and planning advice. Our tax advisory engagements include both tax preparation, unlimited year-round support, and an annual advisory meeting for you and your clients.

year-round advice

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Offering integrated accounting services to your clients is no longer optional in today’s commoditized investment world. Clients are looking for accounting and tax services alongside your investment management and financial planning expertise. Riverside Group enables you and your firm to offer high quality CPA and accounting services to your clients at a reasonable price point.

Riverside Group is also committed to never competing for your wealth management business. We will never own an RIA or try and cross-sell your clients investment products, wealth management, or financial planning services. Our commitment to you as the financial advisor, is unique in the current CPA industry, full of firms who don’t respect the years-long relationship you’ve built with your clients.

riverside group helps you stay competitive and win business.

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the riverside difference

Our team of CPAs, accountants, bookkeepers, and account representatives can handle all aspects of your business and personal tax needs alongside filing and preparing returns for your clients.

reduce operating expenses

Proactive Advice

business & Personal Tax

high touch service

support for your clients

Scalable CPA solution

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Learn more about Riverside Group’s tax and accounting solutions for financial advisors, RIAs and your clients. Receive a customized quote for our services today.