MutualFundWire.com: Starting Your Own Fund Family: Find a CPA
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Thursday, May 5, 2011

Starting Your Own Fund Family: Find a CPA


Eight Simple Steps to Starting Your Own Mutual Family

Step 7: Fund Auditor

See Other Steps
  • Step 1

  • Step 2

  • Step 3

  • Step 4

  • Step 5

  • Step 6

  • Step 8

    • The auditor vouches for the mutual fund's financial statements that are filed with the SEC. Often, this is one of the last vendors selected by the mutual fund directors.

    The MFWire has uncovered more than 30 CPA audit firms listed in regulatory filings as serving the 723 fund families currently in existence. The following nine are the primary CPA firms serving multiple mutual fund complexes:

  • PricewaterhouseCoopers LLP
  • Ernst & Young LLP
  • Cohen Fund Audit Services, Ltd.
  • Deloitte & Touche LLP
  • Tait, Weller & Baker LLP
  • BBD, LLP
  • KPMG LLP
  • Sanville & Company CPA
  • Grant Thornton, LLP

    Editor's note: This article is part of The MFWire.com's eight-step primer for starting a mutual fund family.


    Printed from: MFWire.com/story.asp?s=36728

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