The firm of James Serio, CPA is a Certified Public Accounting firm located in Frisco Texas just 30 minutes north of Dallas and specializes exclusively in the commodity futures industry. I have been assisting commodity pool operators and commodity trading advisors with their monthly and/or annual reporting requirements since 1997 and with my expertise, experience and professionalism.
I can help you too.
I can help you too.
Services
My practice is solely dedicated to providing accounting, audit and tax services for Commodity Trading Advisors and Commodity Pool Operators since leaving college in 1993.
I understand the trading side of the business as well as the accounting issues related to commodity trading.
As a sole proprietor, I am not a large office with many faces.
You will not be passed along to a junior staff member to prepare your accounting - you will only deal with me.
While finishing my past few quarters of college, I began my career interning as an Accounting Clerk for a CPA firm in which the owner was also a partner in an Introducing Brokerage company which later grew to be a Non-Clearing Futures Commission Merchant.
I understand the trading side of the business as well as the accounting issues related to commodity trading.
As a sole proprietor, I am not a large office with many faces.
You will not be passed along to a junior staff member to prepare your accounting - you will only deal with me.
While finishing my past few quarters of college, I began my career interning as an Accounting Clerk for a CPA firm in which the owner was also a partner in an Introducing Brokerage company which later grew to be a Non-Clearing Futures Commission Merchant.
Preparation of monthly financial statements in compliance with Generally Accepted Accounting Principles and NFA regulations.
Various other information deemed necessary to provide support and/or evidence for the monthly financial statements.
Prepare and/or review disclosure documents for submittal to the National Futures Association for approval.
Various other information deemed necessary to provide support and/or evidence for the monthly financial statements.
Prepare and/or review disclosure documents for submittal to the National Futures Association for approval.
Reviews
Be the first to review Serio James CPA.
Write a Review
