I have nothing but positive things to say about my firm’s collective experience with Maven. Not only do they understand the nuances of broker dealers, they understand accounting and financial reporting, which makes them considerably more valuable than most outsourced FINOPs that only focus on preparing regulatory reports.”
Partner, Regional Accounting Firm, Industry Peer since 2007
As a CEO, I need top-notch financial support and advice. However, as a small company CEO, I’d normally find it difficult to afford a CFO who can provide that level of quality. Using Maven’s outsourced CFO solution is perfect for us. I get high quality CFO support without paying full price. While I’ve used other outsourced professional services before, what truly sets Maven apart, aside from their financial expertise (which you’d expect), are two things: (1) they’re proactive – they spot financial issues before you do and help address them, and (2) they’re extraordinarily responsive – I’m quite sure that my request are handled faster than if we had our own full-time CFO.”
President/CEO – Nationwide Media & Events Company, client since 2006
We have worked with Maven for the past five years. The Maven staff are incredibly talented, professional, and leaders in the CFO/FINOP outsourced space. Being a strategic partner has afforded us the opportunity to focus on our business model while having the ability to leverage the expertise of Steve and his team to ensure that our clients are compliant with industry rules and regulations. Employing an outsourced solution at a fraction of the cost of a full-time CFO without sacrificing the expertise necessary to meet the challenges of the current regulatory environment is in my mind, priceless.”
Strategic Partner – Compliance, since 2008
We operate in a highly regulated industry where the rules are constantly changing. Maven stays on top of those rules, and in turn we are compliant in a proactive manner. I can’t say enough about that…other than I’m able to sleep at night.”
CCO, Connecticut Broker/Dealer
I don’t consider Maven an outsourced provider, other than the cost for their services. They are my CFO…my eyes and ears when it comes to all things financial.”
CEO, FL-based Professional Services Training Company, client since 2008
Having Steve on our team is an invaluable asset. He is a consummate professional and a pleasure to work with. Outsourcing our CFO/FINOP role to Steve and Maven Strategic was one of the best decisions we ever made. He is 100% engaged in our day to day operations, as if he was in-house. He gives us piece of mind, always knowing our financials are handled with the utmost professionalism.”
CCO, (Colombia-owned) Miami based Broker/Dealer, client since 2009
Budgeting, maintenance of our books, detailed financial analysis, vendor relations, accounting staff management…they have really done it all and done it well for us.”
CEO, Recruiting/HR Events & Information Entity, client since 2006
In the world of HR and compliance, integrity is paramount to protecting our client companies. Because Maven Strategic Solutions brings that same passion for doing things the right way to its clients, it makes our strategic partnership with them so simple and comfortable.”
Founder/CEO Strategic Partner – HR, since 2005
I am a principal of a full service brokerage & investment banking firm with almost 100 employees. Maven Strategic has performed our fin-op services on an outsourced basis in connection with attendant regulatory requirements for many years, inclusive as well of hands on management of all of our accounting, payroll, and internal controls functions. They are always available, always reliable and a lower fixed cost versus an in-house FINOP with comparable expertise. I recommend Maven Strategic without hesitation.”
President, Full-Service Regional Broker/Dealer, client since 2005