DFP Partners
Roshni Drepaul, CPA, has a robust background in accounting and tax compliance, beginning as an Assistant Day Camp Counselor and progressing through various accounting roles since 2011. Currently serving as Accounting Manager at DFP Partners since November 2017, Roshni has held multiple positions within the firm, including Supervising Senior Accountant and Senior Accountant. Earlier experience includes working at EY as Financial Services Tax Staff and at Morgan Stanley as a Corporate Tax Intern, where responsibilities involved federal and state tax compliance. Roshni also gained foundational accounting skills during an internship at Alexander A Grasso CPA, where monthly reconciliations and financial statement generation were key tasks. Academic qualifications include a BBA/MBA in Public Accounting from Pace University's Lubin School of Business.
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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.