Accounting for Day Traders

Atlanta Financial Planning Services

Delerme CPA specializes in accounting for day traders to preserve wealth and protect assets. Our vast knowledge of financial assets gives us the insight to help you make critical decisions that impact your future. We spend considerable time developing a thorough understanding of your personal financial goals, so we can coordinate a personalized plan that allows you to feel confident and well-prepared for the years to come. We analyze your assets and investment options in order to maximize the value of your portfolio.

Planning adequately for the financial security of your portfolio requires the assistance of a qualified professional like Delerme CPA. Our Atlanta, GA CPA firm has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

Financial Services for Day Traders

Get your day trading advice from a trusted CPA firm. Request a free consultation through our website to learn more or call 404-445-8095 now.

  • Balance sheets
  • Performance and statistical reporting
  • Fee calculation, accrual, and management
  • Portfolio accounting
  • Investor document retention and management
  • Trade and account processing and reconciliation
  • Regulatory and shareholder reporting