As a busy CPA/PFS and RIA the thought of trying to keep up with all the requirements of the SEC, etc., can be overwhelming. Ellen and her group have stepped in and guided me through each and every process and also helped me survive my first SEC review. They are an awesome resource and price their services very fairly.

Testimonials

I am a CPA and the sole owner of an RIA. Initially I was attracted to CAP because Ellen is a CPA. The professionals of CAP are A+++++++. My firm / practice would not exist if it were not for CAP.”
– John Funk, CPA, Quest Investment Portfolio Management, Limited

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