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Welcome to Goldcrest Consulting Services, LLC

Welcome to the home of Goldcrest Consulting Services, LLC, specializing in outsourced accounting services to financial broker-dealers. Jon Nixon, CPA, can register as the firm's Financial & Operations Principal (FinOp) utilizing his Series 27 license.

Accounting Services for Financial Broker-Dealers Nationwide

Outsourcing FinOp obligations to Goldcrest Consulting Services, LLC provides a cost-effective alternative to a full-time employee relationship, while providing the quality of a CPA with 30 years of experience applying Generally Accepted Accounting Principles.

We monitor your firm's financial solvency to safeguard the firm from violating the uniform net capital rule (15c3-1) as set forth by the U.S. Securities and Exchange Commission.

Need Back Office Assistance?

Our firm is able to do all internal bookkeeping and focus filings for your business. We are your go-to financial expert for back office accounting processes and can help with:

We speak the same language as your auditor and can produce financial statements that meet all GAAP guidelines and regulations.

Questions About Broker-Dealer FinOp Services? Contact Our Office!

Your run-of-the-mill bookkeeper or clerk won't be able to take on the demands of accounting for a broker-dealer firm. Only an experienced CPA understands the specific financial statements and liquidity requirements demanded of broker-dealers. As a CPA with decades of experience and proper Series 27 licensure, Jon Nixon is uniquely qualified to help your company.

Call Goldcrest Consulting Services, LLC at (646) 218-9840 to learn more about how our broker-dealer accounting services can help your company.

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Learn About Goldcrest Consulting Services, LLC

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Days until April 15


We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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You should always keep enough cash on hand to cover expenses and as an added cushion for security. Excess cash should be invested in an accessible, interest-bearing, low-risk account, such as a savings account, short-term certificate of deposit or Treasury bill.
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Contact Us

We would love to hear from you!

We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.

At Goldcrest Consulting Services, LLC, we've been serving the CPA needs of New York, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

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© Goldcrest Consulting Services, LLC 2021