We bring deep expertise and decades of experience serving the needs of companies across a variety of industries.
We are focused on a few key industries to offer the highest-quality services backed by expert teams.
At Richey May, we dig in and go deep into the regulated industries we serve to enable our clients. We have been focused exclusively on the intricacies of the financial services industry for over 35 years.
Richey May is dedicated to sharing timely insights, trends, best practices and educational resources in the industries we serve to help you stay competitive.
Our advisory team is made up of industry experts who have sat on your side of the table. Our approach is designed to help you find efficiencies to power every part of your business more effectively, while providing you with support from our experts along the way.
We perform a risk-based approach to the audit that is enriched and powered by our expertise in the financial services industry.
We have built a team of skilled tax experts who are focused on serving the increasingly complex state and local tax compliance needs in your unique industry.
At Richey May, we take a finely tuned business approach to our assurance services. We understand the role audits, reviews, and compilations play in the overall success of our clients and their businesses.
Our approach to delivering assurance services is one centered on quality and professionalism, with special attention given to effective planning and communication. We are committed to the success of our clients. We work closely to ensure the quality of their financial reporting and to improve their operational effectiveness.
Our breadth of Financial Services ensure you can rely on our team to solve any challenge in your business and set you up for success and growth. Our firm was founded on professional tax services carried out to the highest standard. We serve our clients across industries with tax services, mergers & acquisitions consulting, budgeting and forecasting technology, XBRL reporting, virtual CFO services and a full-service Client Accounting & Advisory Services team.
Our team is staffed by highly trained accountants and CPAs that are always looking between the lines of your financials for new opportunities.
In a world where business moves fast, you need meaningful, actionable insights to make decisions everyday. Leaders don’t need to settle for a few reports they need to interpret on their own, our consulting + implementation approach empowers you with meaningful data and consulting based on best practices and an industry-wide perspective.
Our experts will help you deeply understand your market, processes, employees and financials to find your competitive advantage.
We have years of experience and the expertise to know what it takes to run a successful organization. We’ve been working with successful privately-held businesses for over 25 years, and in that time, we’ve developed and integrated processes and methods seamlessly into our business.
We have the resources to assist you in meeting your goals and objectives. Whether it involves management reporting, operational improvements, compliance-related projects, or risk documentation.
The experts at Richey May Technology Solutions have been on your side of the desk, so we understand the challenges you face every day – because we’ve faced them, too. Having held executive positions at firms of all sizes, from small companies to global enterprises, our unmatched expertise allows us to offer seasoned, practical and executive advice to solve your most difficult technology, cloud, and cybersecurity problems.
Nov 18, 2021
Richey May Select, the financial peer-to-peer benchmarking tool for independent lenders, has published our Q3 2021 Snapshot Report. This report highlights...Read Article
Nov 18, 2021
In November 2021, Richey May hosted another session of our quarterly Mortgage Trend Series webinar. In this series, our mortgage industry experts come...Read Article
Nov 17, 2021
We have provided you with pro forma financial statement templates as a reference for your hedge, private equity, or venture fund. Download one of the...Read Article
Oct 22, 2021
As part of our on-going series, two of Richey May's Alternative Investments tax experts, Sean Sawey and Dan Flores, answer all your most frequently asked...Read Article
Oct 14, 2021
Schedules K-2 and K-3 Enhanced Reporting of International Tax Matters Starting in tax year 2021, the Internal Revenue Service (IRS) will be...Read Article
Sep 21, 2021
The following is a briefing from our tax team about the proposed 2021 Tax Legislation currently making its way through the House of Representatives. If...Read Article
In February 2021, Richey May hosted the first webinar in the Richey May Capital Education Series to help fund managers learn more about how to raise capital. Richey May is working with Cap ...
In March 2021, Richey May hosted the second webinar in the Richey May Capital Education Series to help answer questions regarding what constitutes investment or operational due diligence and what ...
As a part of the Richey May Capital Education Series, we worked with Brad Janitz and Adam Sypniewski of Midland Trust to create a video covering the most common questions people have around IRA ...
In July 2021, Richey May hosted the fifth session in the Richey May Capital Education Series to to help fund managers prepare for success when capital raising. There are many branding and marketing ...
As part of our continuing Capital Education Series, Richey May has paired up with Kristin Steele, founder of LaunchPad Creative, for her expertise on investor contacts and CRM solutions for the ...
Since a high-quality pitch book is a critical part of a capital raising strategy, this part of the Capital Education Series features ImageArb as they talk through what it takes for fund managers to ...
At Richey May, we very much believe that our people are our promise – our promise to be the best partners to each other, our clients, and our community. We are known for our teamwork and work-life balance.
Many accounting firms claim work-life balance. Richey May has a proven record of inclusive, supportive, “we’re all in this together” team spirit that redefines the public accounting and advisory experience. Our Core Value of Balance is built into our DNA; team outdoor activities and social events keep us connected to each other outside of the office. Our pets are even connected through the Pets of Richey May calendar! We create our futures as a team and celebrate every step we accomplish.
Senior Tax Associate
Senior Audit Associate
Client Data Analyst
Accounting Today Regional Leader for 2021.
Our Technology Team was honored to be selected as a HousingWire Tech 100 winner in 2021.
Accounting Today Firm to Watch for 2021.
IPA named Richey May as a top 200 Accounting firm in 2020.
IPA listed us once again as one of the fastest growing firms in 2020.
IPA recognized us again for our outstanding culture in 2020.
Our Technology Team was honored to be selected as a HousingWire Trendsetter in 2020.