Our unique perspective lands us firmly at the intersection of capital, compliance and growth. This perspective allows us to anticipate clients’ evolving needs and transform businesses.

Traditional Compliance.

Expertise Enriched.

Our firm was founded by offering traditional accounting services, and we continue to excel in these areas. We provide a blend of deep expertise and technical knowledge, combined with a relationship-driven approach that helps organizations look ahead.

Compliance services provided: 

  • Accounting Standard Advisory
  • Audit/Attestation
  • Benefits & Compensation Advisory
  • Business Valuations
  • Domestic & International
    Tax Planning & Compliance
  • Employee Benefit Plan Audits Advisory
  • Estate Planning
  • Family Office
  • Lease Accounting
  • Revenue Recognition
  • Succession Planning
  • Tax Credit & Incentive Advisory
  • Transaction Advisory

Advanced Consulting.

Advisory Enhanced.

Our firm has expanded to include a robust consulting practice. We offer a full range of services to support diverse aspects of operations, from strategic planning and technology controls to employee engagement and customer experience. We understand that new issues emerge as a company grows and businesses transform. Our team is here to support organizations as they navigate these challenges.

  • Brand & Product Development
  • Change Management
  • Client Experience
  • Cybersecurity
  • Data Analytics
    & Digital Transformation
  • Data Privacy
  • Employee Experience
  • HIPAA Compliance
  • HITRUST Assessments
  • Internal Audit Outsourcing
    & Co-sourcing
  • IT Consulting
  • Operational Excellence
  • Organizational Development
  • PCI Compliance
  • Process Improvement
  • Project and Process Management
  • Quality Assurance
  • Recruiting Values & Approach Advisory
  • SOC 1, 2 & 3 Reporting
  • SOX Compliance
  • Transfer Pricing
  • Value Chain Analysis

As organizations grow, we offer a unified approach to guide our clients through the continually changing business environment.

Accounting for Today.

Advising for the Future.

Client Success


Successful Acceleration of HITRUST Certification for GetixHealth,
Leading Revenue Cycle Solutions Company

Prior to partnering with FD, GetixHealth engaged what it thought to be a credible and experienced HITRUST assessor firm. Fast-forward eighteen months and there was no certification in sight, with milestones repeatedly missed and timing extended.

“HITRUST is a very robust certification, and if it is your first time getting certified, you don’t know what you don’t know. With our first assessor, months went by without us nearing our goal.”
– David Stuart, Chief Technology Officer of GetixHealth
FD stepped in and led GetixHealth through an accelerated three-month certification process. Due to the company’s already highly mature control posture, FD was able to bypass the typical HITRUST journey, saving approximately $40,000 in fees and six months of readiness and remediation activities. GetixHealth successfully achieved HITRUST certification and adopted the CSF as its information security program foundation.
“The assessment process between GetixHealth and FD was highly synchronized and collaborative. This, along with GetixHealth’s heightened control maturity, led to an assessment process that should be envied by all organizations seeking HITRUST certification.”
– Andrew Hicks, FD’s National HITRUST Practice Leader.”

Next: Our People

We deliberately developed our team members so that they can achieve their personal bests and contribute to building a healthy, thriving organization.