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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Proud member of:

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 CPAs & Advisors
   5 Google reviews 
  Write a review 
  
 
 
   
 
 
       Posted on Google  
   
   Christine C  
 
 
 
 Trustindex verifies that the original source of the review is Google. They are now Cathedral CPAs and Advisors.  They have done tax prep for my mom for many years.  They are efficient, diligent and easy to work with.  I highly recommend them
  
 
      Posted on Google  
   
   Matthew Mark  
 
 
 
 Trustindex verifies that the original source of the review is Google. The best of the Best
  
 
      Posted on Google  
   
   A.K. Brown  
 
 
 
 Trustindex verifies that the original source of the review is Google. Absolutely terrible service to the point one has to wonder if they should be operating as an accounting firm,  at all. They couldn't grasp basic deductions such as mileage and commutes to NYC,  who and who does not qualify as a dependent,  in home office space allowances,  and credit card fees. They also only seemed to understand standard brick-and-mortar business models, so they will not work for you if you operate a housekeeping,  dogwalking, door-to-door nursing or other such out of office home-based business.  I personally went with another smaller accounting firm that charged 80% less than these guys. Not only were they able to secure additional deductions,  but they didn't have to ask how exactly one operates a business that provides overnight in-home care.  Anyway,  if you recieved this accounting firm's information as a referral my advice would be to go with someone else because they'll just end up wasting your time.  In closing,  my guess is that any rebuttal to this review will somehow throw fault on me and not on their own ineptitude.

Thank You!