Finance

AUXGP handles onboarding, compliance, and admin tasks—giving advisors more time to deepen relationships
and deliver personalized financial guidance.
Free Advisors to Focus on Clients

Connects you with expert finance professionals at a fraction of traditional costs.

Services

Accounting and Bookkeeping

  • Financial statement preparation, general ledger maintenance, and account reconciliation.
  • Tax preparation and filing, including VAT, income tax, and corporate tax support.
  • Accounts payable and receivable management for efficient cash flow.

Risk Management and Compliance

  • Regulatory filings for compliance with standards like SOX, AML, and KYC.
  • Fraud detection and prevention through transaction monitoring and audits.
  • Risk assessment and mitigation planning for financial operations.

Customer Support

  • Handling banking inquiries, including account management and transaction issues.
  • Loan processing support, from application review to approval workflows.
  • Investment advisory support, including client onboarding and portfolio inquiries.

Data Analysis and Reporting

  • Financial forecasting and budgeting for strategic planning.
  • Portfolio management analytics for investment firms.
  • Market trend analysis to support trading and investment decisions.
Compliance

Benefits

Accuracy

Heightened accuracy in financial reporting, reducing errors and audit risks.

Cost Reductions

Significant cost reductions by minimizing in-house staffing for repetitive tasks.

Compliance

Improved regulatory compliance, ensuring adherence to standards like SOX and AML.

Data Insights

Faster decision-making through real-time data insights and streamlined processes.

Free Advisors to Focus on Clients.

Let us handle onboarding, compliance, and back-office tasks so you can focus on building lasting relationships.

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