Client perspectives

Trust is earned in the work.

The strongest measure of Maven's value is the longevity of its relationships and the willingness of clients and professional partners to refer others to us.

In their words

What clients and partners say about Maven

These relationships span broker-dealers, professional-services businesses and trusted industry partners.

75%+of Maven's business is referral-based
“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 FirmIndustry peer since 2007
“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 leveraging the expertise of Steve and his team.”
Strategic Partner, ComplianceStrategic partner 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-DealerMaven client
“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, Florida-Based Professional Services Training CompanyClient since 2008
“Having Steve on our team is an invaluable asset. 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 were in-house.”
CCO, Colombia-Owned Miami Broker-DealerClient 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 EntityClient since 2006
“In the world of HR and compliance, integrity is paramount. 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 HR PartnerStrategic partner since 2005
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