Finance & Accounting

Oyster Consulting’s Finance and Accounting team include former CFOs, FINOPs, Auditors and Accountants from large and small broker-dealers, investment advisors and accounting firms. Our consultants are leading experts in regulatory net capital requirements and can help keep your firm compliant with industry regulations.

Additional Services Include:

business documents on office table with smart phone and laptop computer and graph business with social network diagram and three colleagues discussing data in the background
  • Outsourced CFO
  • Expense Sharing Arrangements
  • Financial Systems Design
  • Funding Strategies
  • General Ledger Design
  • Interim Management
  • Net Capital Computations
  • Project Accounting
  • Regulatory Remediation
  • Stress Testing Capital
  • System Conversions


“Oyster offers a valuable alternative to the ‘big firms’
which we appreciate.”

~CFO, Large, Institutional Broker-Dealer and Investment Advisor