About Us
Who We Are
Preston & Parker Accounting is a premier financial consulting firm specializing in wealth management, corporate finance, and strategic business transformation. With decades of experience, we help businesses, investment firms, and individuals navigate complex financial landscapes to maximize growth and efficiency.
We believe in a proactive approach to financial advisory, ensuring our clients remain ahead in an evolving market with data-driven insights and strategic solutions.
Mission
To deliver customized financial strategies that enhance profitability, drive sustainable growth, and provide long-term security for businesses and individuals.
Vision
To be the leading financial advisory firm for corporate strategy, M&A, and real estate investments, recognized for our expertise, innovation, and integrity.
Core Values
Integrity
Transparent and ethical financial guidance.
Expertise
Deep knowledge in finance, strategy, and investment.
Client-Centricity
Customized solutions tailored to client objectives.
Innovation
Leveraging data-driven insights and cutting-edge technology.
Sustainability
Fostering long-term financial growth and security.
Services OverviewYour Partner in Financial Strategy and Growth
We offer a comprehensive suite of financial advisory services, tailored for businesses, investors, and corporate clients seeking expert guidance in finance, strategy, and wealth management:
Wealth Advisory
Customized strategies for asset management, investment growth, and legacy planning.
Business Strategy & Transformation
Helping businesses optimize operations, increase efficiency, and drive long-term success.
Corporate Finance & M&A Advisory
Expert guidance on mergers, acquisitions, and capital structuring.
Corporate Real Estate
Strategic advisory on real estate investments and corporate property management.
Industries We Serve
Our team has extensive experience across a diverse range of industries, providing tailored financial strategies that address sector-specific challenges:
Investment Firms and Asset Management
Optimizing investment strategies for asset managers and private equity firms.
Insurance Companies
Structuring financial models that enhance profitability and risk management.
Accounting and Bookkeeping Firms
Helping financial service providers streamline operations and drive revenue growth.
Fintech Companies
Supporting financial technology firms with strategic growth and funding solutions.
Why Choose Us?
- Proven Expertise: Decades of experience in wealth management and corporate finance.
- Strategic Advisory: Customized solutions to optimize financial decision-making.
- Innovative Solutions: Data-driven insights to maximize profitability.
- Client-Focused Approach: Long-term partnerships built on trust and results.
- Regulatory Compliance Assurance: Ensuring adherence to financial regulations.
Ready to Elevate Your Financial Strategy?
Our experts are here to provide tailored financial solutions that drive growth and efficiency.
Meet the TeamOur team consists of experienced financial advisors, corporate strategists, and investment consultants committed to delivering measurable results.
James Collins
- Wealth management and investment expert with 20+ years of experience.
Sophia Mitchell
- Specializes in corporate transformation and financial restructuring.
Daniel Foster
Skilled in mergers, acquisitions, and corporate finance transactions.
Olivia Reynolds
Corporate Real Estate Consultant – Provides strategic advisory on real estate investments and corporate asset management.
TestimonialsStill not convinced? See what other business owners and Managers are saying about us…
We’ve amassed a large number of frequently asked questions (FAQs)
A: We serve investment firms, insurance companies, accounting firms, and fintech startups.
A: Book a free consultation through our contact page or call us directly.
A: Yes, we offer convenient online consultations for all clients.
Privacy & Security Commitment
We prioritize data security and compliance with financial regulations, ensuring your financial information remains secure and confidential.