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.


Transaction Advisory Services (TAS)

Business owners need access to specialized transactional services. Combining our established expertise with that of select strategic partners, HBK’s dedicated TAS practice provides business owners with senior-level merger and acquisition direction on sale, acquisition, valuation and capital-raising initiatives, as well as both buy and sell-side due-diligence reviews and quality of earnings analysis reporting.


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

High Performance

Leading a business, or any organization, requires clear purpose, vision, and discipline. High Performance helps organizations become more productive and profitable by creating better cultures. Our dynamic leadership programs have reshaped companies, from stagnation and paralysis to highly competitive and successful organizations. Our services include:



Digital technology is the most impactful disrupter in business today. Everywhere and in every industry, companies are embracing digital transformation. Vertilocity, an HBK company, offers a vast array of IT-related services and support, including proactive managed IT support, advanced threat protection, Office 365 management and support, ERP consulting, and technological tools and software designed to address an organization’s specific processes.

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