We Operate with Unwavering Integrity & Accuracy
We provide a deeply personalized approach, delivering reliable accounting, tax, and compliance solutions designed to help clients manage finances effectively and achieve long-term success.
Trustworthy
A commitment to acting in our clients’ best financial interest while maintaining full transparency.
Integrated
Comprehensive accounting and compliance services, tailored to each client’s business.
Highly Personalized
A customized approach guided by proactive advice, strategic planning, and attention to detail.
Experienced
A dedicated team of accounting professionals, backed by years of expertise and a network of trusted industry contacts.
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
We Always Put Your Financial Success First
We focus on what matters most helping you stay compliant, manage finances efficiently, and make informed decisions. Rather than using generic solutions, we take a hands-on approach, working closely with you to provide practical, end-to-end accounting, tax, and compliance services tailored to your needs.
“Working with this team has transformed how we manage our finances. They simplified our accounting, ensured full tax compliance, and gave us confidence to focus on growing MC Foods.”
Partner, MC Foods
2024 Diversity, Equity, and Inclusion Report
- 2025
