Financial Industry Firm

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A client in the financial industry came to us in a stressful situation. Their company was under examination by the Department of Financial Regulation (DFR) because their submitted reports contained errors. Each time they tried to file, the reports were returned as “incorrect.” The business owner was overwhelmed and unsure how to resolve the issue, fearing the examination could jeopardize the future of their company.

DZAR Bookkeeping stepped in immediately. Within three days, we performed a thorough review of their financial records, identified discrepancies, and corrected the errors that had been causing repeated rejections. Once the numbers were accurate, we prepared and submitted the corrected reports.

The examination was closed successfully, and the client was able to continue operating their business without further disruptions. What had once felt like an impossible problem was resolved quickly and efficiently, giving the business owner peace of mind and confidence in their financial reporting.