DFP Partners
Matt Butler, CPA, has extensive experience in the accounting and financial services sectors. Currently serving as Accounting Manager at DFP Partners since June 2018, Matt oversees client accounts, prepares financial statements, and assists with audits and regulatory examinations for broker/dealer clients. Previous roles at Deloitte included Audit Senior Assistant and Audit Assistant within the Investment Management Division, where skills in financial services were developed. Matt holds a Master of Science in Accounting and a Bachelor of Science in Accounting, both from Binghamton University.
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DFP Partners
For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and compliance services. During that time, we’ve built a team of dynamic accountants and consultants who bring their exceptional energy and imagination to each of our client’s challenges. We a pledge to always serve the best interests of our clients above anything else. At DFP Partners, we know our clients are entrepreneurs with little time to wrestle with the intricacies of securities regulation. That’s why we’ve built our business around managing your regulatory burdens as if they are our own — freeing you to focus on what you do best. Our offerings include, compliance consulting, registration services, accounting and tax support, and outsourced principal roles such as, Financial and Operations Principal (FinOp), Chief Compliance Officer (CCO), Chief Financial Officer (CFO) and Principal Operations Officer (POO). Additionally, we provide independent anti-money laundering testing, cybersecurity procedures and training, and branch inspection programs. We can also manage your new or continuing membership applications.