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Untracht Early & Associates, LLC




Since its founding in 1993, the members of Untracht Early have shared a vision of a firm possessing the professionalism and core competencies necessary to assist clients with complex issues and challenges, while maintaining a size and accessibility that affords them highly personalized service.
 
The Company serves a diverse clientele that includes closely held and entrepreneurial businesses and their owners and high net worth individuals and their families. They offer a full range of accounting and auditing services together with tax and consulting services. They see their role surrounding far more than that of preparers of tax returns or auditors of financial statements. They emphasize the consulting aspects of their engagements, which position them to act as general business and financial advisors and confidants.
 
They are specialists in partnering with closely held entrepreneurial businesses including start ups, assisting them to grow and prosper with appropriate financial tools and controls. For startups, they are there from the beginning to provide a range of assistance and advice from implementing accounting systems to developing and executing business strategies. Their dedicated team of professionals provides a full range of value added services, including Audits, Reviews and Compilations, Budgeting and Projections, Business Planning and Process Implementation, Transaction Structuring and Due Diligence, Evaluation of internal Controls and Systems, Outsourced accounting and controllership services.
 
The Company has extensive experience in the financial services industry. They provide integrated, value added services to meet the needs of both the funds and their managers. Their specialized professionals can handle start up or established entities, including funds of funds, master feeders and complex structures including offshore entities.
 
Their services include Structuring of investment funds and related entities, Fund administration and reporting, Audits of financial statements and investor accounts, Tax planning and advisory services, Performance tracking and reporting, Review of fund documents and liaison with client's other advisors, Economic and tax allocations to investors, Management company accounting services and tax returns, Regulatory reporting and advisory services.
 
Their firm is built on solid, professional skills and strong working relationships with their clients. It is this seamless blend of professionalism, experience and personal attention that allows them to excel among its peers. 

They believe their success in implementing that vision is attested to by the fact that their business has been built almost exclusively on referrals from their existing clients and from other professionals who work with them.

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