Industries
Private Equity | Real Estate | Mortgage Banking
Nonprofit | Government Contractors | Wealth Management
Private Equity
McQuadeBrennan has extensive expertise servicing private equity, venture capital, and real estate industry funds with over $1 billion in committed capital. We provide specialized outsourced fund administration and accounting services for our private equity clients, helping pre-IPO companies perform due diligence, structure deals, meet reporting deadlines and with other complicated aspects of private equity fund management for the life of the investment. Each client fund is a unique situation and demands a customized solution from our experienced staff. Our work and experience with private equity organizations allows us to provide our clients with sophisticated advice on deal structure and insight on current industry practices. Our private equity fund management services include:
Investor Services
- Prepare and distribute capital call notices
- Assure compliance with all partnership reporting requirements
- Preparation of fund financial statements
- Allocation of partnership income/loss in accordance with partnership documents
Tax Services
- Tax return compliance and administration
- Maintenance of capital accounts and tax basis of investments
- Investor tax notifications
Administrative Services
- Internal and investor financial reporting
- Performance management
- Contact database management
- Complete fund record management
To learn more about our services please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Real Estate
" We've outsourced our accounting to them, and they've done a terrific job for us. They're familiar with what we do. When we talk to them about what we're doing, they get it quickly. It's worked out well for us.''
-Bruce Baschuk, President, J Street Development
Accounting & Audit Services
- Audit and financial statement review
- GAAP compliance
- Cost accounting
- Internal Controls Review
- Financial modeling
Tax Services
- Complete tax planning and compliance
- Innovative tax solutions for companies and principal owners
- IRS audit management
Consulting Services
- Cost segregation studies
- Financial and tax modeling for asset acquisitions
- Private placement assistance, equity and debt offerings
To learn more about our services please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Industry Affiliation:
District of Columbia Building Association
Mortgage Banking
" Brian does my personal taxes and has been with me through 4 different companies over the last 20 years.
He's very professional, and he gets the job done.''
- Gene Merrill, President, George Mason Mortgage
McQuadeBrennan currently represents a number of important companies in the mortgage banking industry. We provide traditional auditing services and HUD compliance consulting, and in addition, provide tax planning, pension and deferred compensation planning, advice on accounting software and more. Our services to the mortgage banking industry include:
Accounting & Audit Services
- Audit
- Internal controls review
- Financial modeling
Tax Services
- Complete tax compliance and planning services
- Tax planning and projections for shareholders
- Management of IRS audit
Consulting Services
- HUD compliance and reporting
- Mergers and acquisitions
- Private placement assistance, equity, and debt offerings
- Loan loss reviews and evaluations
To learn more about our services please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Industry Affiliation:
Mortgage Bankers Association of Metropolitan Washington
Nonprofit
" Until we started with them, I have never been able to sleep well knowing that our financial work is being covered well. I give them four stars out of four."
- David Strauss, Executive Director, Association of Farmworker Opportunity Programs
" Brian and his team have been doing all of our audits and giving us investment advice for over 20 years.
Brian is very helpful in explaining the financial statements to our executive committee.
He breaks it down well for the non-accounting minded. It's been a good partnership with him.''
- Mike Acott, President, National Asphalt Pavement Association
McQuadeBrennan has been providing audit, tax, and management advisory services to a broad range of nonprofit organizations for over 25 years. You receive personal attention as we focus on the individual needs of your nonprofit, whether it is a smaller organization with a budget of $1 million, or more established, with a $30 million budget. With McQuadeBrennan, the engagement manager you meet the first day is the same person you will see throughout our partnership with you, ensuring efficiency and continuity.
Our staff has served in the capacity of board members, CFOs, and auditors of nonprofit organizations. Such experience gives our professionals the ability to advise management on a broad range of financial matters, and the many organizational challenges facing nonprofits. Our services to the nonprofit community include:
Audit Services
- Financial statement audits
- Compliance audits (including OMB A-133)
- Retirement plan audits
Tax Services
- UBIT planning, and maintaining tax-exempt status
- Preparation of Form 990, 990-T, and state returns
- Lobbying activities analysis
Outsourcing Solutions
- Complete financial management
- Monthly financial statement preparation
- Financial dashboard design and implementation
- Audit preparation and assistance
- Fund management and accounting
Non-traditional Solutions
- Accounting policies and internal controls
- Federal, state and foundation grants compliance
- Cost reduction plans
- Revenue enhancement strategies
- Accounting software review and implementation
- Investment management
- Indirect cost rate calculation
- Pension plan management and administration
- Cash flow budgeting
- Labor distribution and timekeeping
To learn more about our services please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Industry Affiliations:
ASAE and the Center for Association Leadership
Nonprofit Roundtable of Greater of Washington
Topline Growth Strategies for Nonprofit Organizations
Government Contractors
McQuade Brennan offers government contractors sophisticated accounting and advisory services uniquely designed to address their particular needs. We provide comprehensive Federal Acquisition Regulations (FAR) and Cost Accounting Standards (CAS) compliance services to ensure highest integrity of our client’s accounting functions. Our professional’s thorough approach enables clients to achieve their strategic goals.
Accounting and Audit Services
- Compilation, review and audit of financial statements
- Outsourced accounting
Advisory Services
- Compliance with Federal Acquisition Regulation (FAR) and Cost Accounting Standards (CAS)
- Review of accounting policies and internal controls
- Government contract audit support (DCAA or other cognizant agency)
- Accounting systems review and implementation
- Cost proposal development support
- Unallowable costs and indirect rate calculations
- Labor and timekeeping administration and review
- Contract Administration
- Budgeting, forecasting and cash flow management
- Billing management
- Tax compliance and planning
To learn more about our services please contact
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Wealth Management
McQuadeBrennan believes that financial management of our clients' portfolios is best done from a comprehensive perspective of each client's unique needs and goals. As part of McQuadeBrennan's seamless approach to financial management, advisors at Columbia Financial Advisors, L.L.P. , our investment advisory arm, can assist you in reaching your investment goals. Our professionals are knowledgeable in both tax and investment issues, and our mission is to make your dreams a reality. We'll help you get there with a seamless, disciplined approach to financial planning.
- Complete portfolio management for investors, pension plans & non-profit organizations
- Financial planning
- Integrated tax and investment management services
- Retirement planning and consultation
- Deferred compensation plan design and management
To learn more about our services please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it or This e-mail address is being protected from spambots. You need JavaScript enabled to view it
