The Investment Partnership Focused Audit Group

Several years ago Jordan, Patke and Associates, Ltd. established the Focused Audit Group to service the investment partnership and broker/dealer industry. By focusing on utilizing technology and building efficiency, we offer the highest quality services while maintaining some of the most competitive pricing in the industry.  Our experience in the industry is both wide and deep. From small private funds to multi-million dollar public offerings, with funds holding marketable securities to real estate and venture capital investments.  We have experience working with a variety of regulatory organizations including the NFA, SEC and FINRA .

• Audits           
• Review of Offering Documents
• Valuation Services
• Internal Control Reviews and Consulting
• Pre- NFA and FINRA Reviews

Services for Privately Held Companies

• Audits, Reviews and Compilations
• Tax Planning and Preparation
• Internal Control Consulting
• Accounting Systems Design
• Growth Consulting
• Idea Generation

Services for Publicly Held Companies

• Annual Audits
• Quarterly Reviews
• Financial Statement Preparation
• Valuation Services
• Internal Control Consulting and Testing

Services for Individuals

• Income Tax Planning and Preparation
• Complete Personal Financial Planning Services