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Elevating your success through

strategic insights.

Client-centric services tailored to your needs.

we’re in the problem-solving business

Asset Management
Mortgage Banking 
Specialty Finance
Depository Institutions
Real Estate
Valuable Insights

solutions redefined.

Advisory

We provide real world, practical solutions customized for companies in the financial services industry to help them navigate complex accounting, tax, and risk management challenges.

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Audit & Assurance

We leverage our deep understanding of the critical business drivers in the financial services industry that management, investors, board members, bankers, and other interested parties use to make their decisions to address our client’s regulatory requirements.

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Private Business Services

We help our clients make better business decisions by improving financial information, developing of budgeting strategies, maintaining tax compliance, and enhancing our client’s operational effectiveness.

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Tax Compliance

We draw upon decades of experience to navigate the ever-changing landscape within the financial services sector. Whether it’s maximizing deductions, optimizing investments or safeguarding your assets, we enhance our client’s financial well-being.

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why us? Trusted experts with years of experience and industry accreditations

At Cathedral CPAs & Advisors, we are committed to elevating our clients’ financial success through comprehensive expertise in the financial services industry. Our client-centric advisory approach ensures tailored account services and strategic insights that align with each client’s unique objectives and financial needs. With integrity, transparency, and excellence, we go beyond mere accounting—we actively shape our clients’ financial well-being.

Our Story
start-up to
CLIENT ASSETS UNDER MANAGEMENT
STATES WHERE CLIENTS OPERATE OR LEND
CLIENTS IN FINANCIAL SERVICES

TESTIMONIALS we are valued partners in our clients' journeys

Cathedral-Client2
“I have worked with many technical experts over the years, but Cathedral stands out as one of the best. They are knowledgeable across a wide range of subjects and are always willing to go the extra mile to ensure that I get the results I need (as opposed to the results I thought I wanted).”
Cathedral-Client1
“The team has been a tremendous resource since the inception of our loan fund. Their tax, audit, and accounting teams are crucial members of our professional services team. Their value is in their expertise – thankfully, we’ve had them to rely on as we grow our fund, being instrumental to the success of our enterprise.”
Cathedral-Client2
“The firm has a great team of accountants. There is always someone in the office to answer questions if needed right away. They are able to think outside the box. No client is the same, and their approach is taken differently with each case. I think their greatest strength is to have diversity amongst the partners in the firm. This helps them with their client as situations arise, whether it be in audit or help solving best tax situations for the client.”
Cathedral-Client1
“The firm is very customer-oriented and always available to help. They have a very knowledgeable team. They always are accommodating every time I call. They always think of solutions not the problem. They are very knowledgeable in the mortgage industry space and understand every aspect of my business. They have helped us gain trust in a CPA/audit team.”
Cathedral-Client2
“The staff is very knowledgeable, friendly and accommodating every time I call. They hear their customer and carefully consider the options available to them. They are understanding and easy to work with. When it is time for tax planning, they take advantage of all the tax laws that can help me with the tax incentives available. They are a true partner and guide. I felt they understood me and where I was business wise and where I am going. This is a relationship business, and you must feel comfortable with your accountant (same you would with a doctor or lawyer).”

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Solutions redefined.

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The content contained on the Cathedral CPAs and Advisors LLP website is for general information purposes only and does not constitute professional assurance, tax, planning, risk management, accounting, administration, career, legal, or other advice. Cathedral CPAs and Advisors LLP is not responsible for any errors or omissions and provides no guarantee of the timeliness, accuracy, or completeness from the use of the information contained on this site nor the results obtained from such use. Testimonies and expressed views contained on this site are provided by people familiar with the services provided by Cathedral CPAs and Advisors LLP, either directly or indirectly. Such people are not liable or responsible for any perceived endorsement of, or experience with, services provided by Cathedral CPAs and Advisors LLP. Links to third parties contained on this site are maintained by such parties. Cathedral CPAs and Advisors LLP is not responsible for, nor makes representations about, the accuracy of the information contained on these parties’ websites.