Services

Outsourced Accounting | Tax Compliance & Planning | Accounting & Audit

Corporate Incubator Services

Columbia Financial Advisors, LLP | Family Office Services

McQuadeBrennan, LLP is a D.C. accounting firm providing accounting and audit services, tax compliance and planning, review, compilation and management advisory services customized for your needs as an individual or organization. If you are a business owner, you know issues concerning compensation, financing, pension planning and information systems all put special pressures on profitability. We can help weigh these issues, and provide advice on accounting software if you need it. Our individual clients need to focus on retirement planning, asset allocation, planning for college tuition or other equally important challenges. McQuadeBrennan,LLP has assisted taxpayers and investors for over 25 years. We can help you prepare for your future. If you have a portfolio to maintain, our investing consultants are just next door at Columbia Financial Advisors, LLP.

Outsourced Accounting

McQuadeBrennan's outsourcing solutions will improve the quality and sophistication of your financial reporting, while reducing costs associated with internal accounting operations. Our highly skilled professionals work closely with management to determine your company's financial objectives, and effectively plan and mange your finances. Using timely and accurate data, we can gauge your company's financial health and identify strategies to boost performance. Our team of professionals will make sure the appropriate procedures are in place to maintain the integrity of your financial statements, and monitor the progress toward your company's objectives.

We offer a wide range of services customized to provide you with the most cost-efficient solutions to meet your accounting needs:

• Complete general ledger accounting
• Monthly financial statement preparation
• Cash flow budgeting
• Pension plan management and administration
• Merger and acquisition assistance
• Private placement preparation and consulting
• Complete financial management for start-up organizations
• Labor and timekeeping
• Executive compensation
• Overhead rate calculation
• Project/fund management and accounting
• Financial policies and procedures
• Investment management
• Government grants and contracts compliance
• Audit preparation and assistance
• Cost reduction plans
• Revenue enhancement strategies

Download our brochure for more information on how McQuadeBrennan can improve your financial reporting.

Tax Compliance & Planning

At McQuadeBrennan, we understand how complicated tax laws and regulations affect your business and finances. We eliminate the burden by continuously monitoring regulatory changes to ensure your financial operations are in full compliance. We can help you make informed decisions in your business structure and individual planning to manage your tax exposure and work towards your goals.

Our tax services include:

• Federal, state, and local tax planning and compliance
• Estate and gift tax planning and compliance
• Tax favored investment planning
• Pension distribution planning

Accounting & Audit

The McQuadeBrennan audit team is trained to conduct audits that can produce meaningful information and insights for our clients. This results in improved controls and safeguards, meaningful financial statements, and improved operating efficiency.

Our expertise, along with the best accounting technology, provides our clients with the most efficient and cost effective audits. Our use of paperless audit software streamlines every aspect of the audit engagement. This specialized software also ensures our firm meets the increasingly complex and time consuming professional standards of the accounting industry. The engagement process will be shortened, allowing us greater efficiency during the audit. Work papers are securely archived and can be quickly and easily assembled for the next year’s engagement. McQuadeBrennan also maintains a file share portal for clients and staff to send necessary financial documents securely and promptly to each other.

Our staff has served in the capacity of board members, CFOs, and auditors of nonprofit organizations. Such experience gives our staff the knowledge to advise management on a broad range of financial matters. Unlike other firms, our core services are centralized enabling us to understand the board and management perspective while performing audit procedures.

• Financial statement audits
• Compliance audits
• Retirement plan audits
• Internal control reviews
• Management reporting and design

Corporate Incubator Services

McQuade Brennan’s extensive experience in the venture capital and private equity industry led to the formulation of its specialized Corporate Incubator Services Group.

Our services assist emerging and start-up companies in the following areas:

• Financing assistance and commercial loan applications, and assistance with federal and state R&D applications
• Business services including accounting and support, conference facilities and offices
• M&A services
• Valuation services
• Reorganization services
• Federal and state tax compliance
• Business planning

If your company is a technology, life services or professional services company, or a foreign business looking for a U.S. launch, McQuade Brennan Corporate Incubator Services Group can provide valuable guidance for future growth.

To learn more about McQuade Brennan’s Corporate Incubator Services contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it at (202) 296-3306.

Columbia Financial Advisors, LLP

We will work with you to determine an appropriate investment strategy for your objectives. You will be regularly updated on your portfolio's performance, as we proactively research new opportunities that might serve you well. Some of the services we provide individuals, pension plans, corporations and nonprofit entities are listed below.

• Investment counseling
• Investment management
• Investment performance reporting
• Financial and retirement planning
• Estate planning and administration

Visit Columbia Financial Advisors, LLP web site to learn more about our asset management services.

Family Office Services

McQuadeBrennan has provided many families with complete financial management services for over 25 years. Our services include the basic financial and personal needs including bill paying, concierge services, and asset and portfolio management.

Family offices by their very nature are unique structures either specifically designed to meet the objectives and constraints of the family, or have evolved over time to accommodate family needs or members along the way. McQuadeBrennan’s Family Office Services manages a wide variety of assets, often substantially illiquid, hard-to-value assets such as private businesses or non-financial assets such as real estate, artwork and other collectibles. Long-term trusted employees or family members often maintain informal information processes and internal control mechanisms. As a result, family offices do not have formally documented processes, controls or procedures.

McQuadeBrennan believes it is critical for members of a family to have easily accessible, accurate, up-to-date financial information. The information and reports produced by McQuadeBrennan’s Family Office Services are the basis for making decisions about investment management, tax, gift and estate planning, and distributions and expense management. The lack of quality, timely information can lead to poor planning decisions or missed opportunities. McQuadeBrennan’s Family Office Services provide accounting and reporting solutions that are a family office’s heartbeat. Our accounting solutions include the basic following services:

The financial landscape for multi-generational families of significant wealth is becoming more complex from an increasingly demanding regulatory environment, unprecedented economic challenges and greater scrutiny from family members. Family members need to have confidence in the management of their family’s wealth.

McQuadeBrennan family office client portfolios operate as well-run businesses. Our professionals provide vision and strategy, supported by stringent internal controls and processes. Our client portfolio management follows strict business practices and use integrated technology platforms, which speed up the data gathering, reconciliation and consolidation processes.

We recommend families begin a client relationship by evaluating their needs, objectives and constraints. Jointly, we design an effective reporting framework based on a clients requests, and regularly review and update this framework. The requirements of tomorrow will be different from those of today. Our family office services include:

Please contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it for a consultation regarding McQuadeBrennan’s Family Office Services.