Client Services

Our wide range of financial services reflects the broad
expertise of HBK financial professionals
working together on your behalf.

Client Services



Turn your accounting information into an asset through a proactive approach that understands your financial landscape, and helps you seize opportunity while mitigating risk.



Reassure investors and lenders and comply with government rules and regulations through easy-to-understand, audited financial reporting.


Client Accounting & Advisory Services

Using cloud-based solutions to provide accurate, timely and universally accessible accounting records, including payroll, virtual CFO, budgeting, cash flow analysis, industry benchmarking, key performance indicator reporting and other financial management services


Risk Advisory Services

Navigate the digitized, data intensive world of business with help from our professionals who will assist you in designing and implementing solutions to manage risk, protect your assets, instill governance, and help ensure compliance with a budding inventory of applicable regulations.


Corporate Finance

Selling or acquiring a business or its assets requires the strategic, financial and legal expertise of corporate finance specialists. The HBK Corporate Finance team helps you navigate these transactions.


HBKS Retirement Plan Services

HBK’s affiliated wealth management firm, HBKS Wealth Advisors, maintains a Retirement Plan Unit to work with employers to develop and maintain qualified retirement plans that accommodate today’s complex and challenging regulatory environment.


HBKS Wealth Advisors

HBKS Wealth Advisors offers a comprehensive solution to protect and grow your wealth. Your wealth management plan is specifically designed to address your unique challenges and achieve your desired objectives.


Valuation, Litigation & Forensics

HBK Valuation, Litigation & Forensics professionals are highly experienced, credentialed experts who handle valuation and litigation cases for individuals and companies across a wide variety of industries and markets. Areas of expertise include:

HBK High Performance

HBK High Performance

HBK High Performance was born from this conviction: Within every person lies both inherent value and unique purpose. HBK High Performance equips people to discover their worth and connect to their purpose in order to lead fulfilled and impactful lives in business, relationships and community. HBK High Performance specializes in workshops and seminars, one-on-one coaching and business consulting, online courses and training curricula. Through these tools, we help people and organizations unlock their passions and successfully carry out their purpose.

Want to learn more about how we help clients with our services?