Our passion is to provide personalized professional services to financial services firms and other businesses. We are committed to helping our clients organize, grow, and preserve their wealth by being an active partner in the understanding and management of their business. We translate our clients’ needs into a quality end product, and strive to provide our clients with solutions to their unique situations. Our office culture promotes “integrated” teamwork to ensure a job well done and a satisfied client.
Integrated Solutions℠ provides professional services to the financial services sector and other small-to mid-sized businesses. We specialize in advising broker-dealers, investment advisers, commodities firms, and other entities regulated by the Securities and Exchange Commission, FINRA and other regulators. We provide fund administration services to hedge funds, fund of hedge funds, private equity firms and family offices. We also provide services to companies in real estate, entertainment, and other industries.
Integrated Solutions℠ started with the formation of Integrated Management Solutions USA LLC (“IMS”) in 1985 by Howard Spindel and two other founding members. IMS was formed to fill a void in the financial services community for operational and compliance consulting services. It has been able to offer assistance in navigating every day complexities that exist by in a regulated environment. Over the years, through careful growth and thoughtful fiscal management, we have built a firm that demonstrates tremendous breadth and expertise in our field. In 2005, the firm launched Integrated Investment Solutions LLC (“IIS”) to provide fund administration services to the alternative investments community. In 2014, Integrated Bookkeeping Solutions USA LLC (“IBK Solutions”) was launched to expand our accounting and bookkeeping service offerings to a variety of industries. IMS, IIS and IBK Solutions together make up Integrated Solutions℠.
For more than 35 years our professionals have been servicing clients with a commitment to our core guiding principles.
Our professionals willingly and consistently act in accordance with ethical and professional standards.
Our professionals conduct themselves with the skill, good judgment, and polite behavior that is expected from a person who is trained to do a job well.
We pride ourselves as providing a personalized and customized service to satisfy each client’s needs. We don’t use a cookie cutter approach when crafting client solutions.
The Integrated Solutions℠ team is comprised of more than 30 capable, motivated individuals, coming from a variety of backgrounds having business, financial, regulatory, operational and technical expertise. We provide personalized service and are attentive to our client's needs. Our team focuses on the financial services industry, with years of experience in public accounting, fund administration, brokerage, trading and sales, capital raising, and compliance.
Clients come to us for our deep industry knowledge and dedication to excellence. Our successful track record of servicing the financial services and business communities brings to our clients value-added, trusted guidance and experienced handling of services in a highly professional manner.
Michael Stupay has been a member of Integrated Solutions℠ management since 1994. Among his responsibilities, Michael coordinates the firm’s client development and feedback initiatives, and manages the firm professional service team. He also serves as the Financial and Operations Principal of several securities broker-dealers.
Howard Spindel is one of the founders of Integrated Solutions℠ and a member of the firm’s management since 1985. During his tenure, he oversaw the growth of the firm from a three person office in lower Manhattan to the multifaceted organization that it exists today.
Rafael Beck is based at Integrated Solutions℠ Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and bookkeepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer and outsourced accounting clients.
Running and operating a business isn’t easy and requires skill and time. Management has investments to make, operations to manage, employees to supervise, and reports to complete. Integral to its success is the accurate and timely preparation of the company’s books and records in compliance with regulatory requirements and in a timely manner. With Integrated Solutions℠ working alongside, management will have less to be concerned with.
Integrated Solutions℠ adds value to a business by performing its accounting and operations functions more efficiently, and at a reasonable cost. This allows management more time to focus on its business while having assurance that their financial reports are current and accurate. For small- to mid-sized businesses, outsourcing accounting and operational functions can increase efficiency, profitability and the company’s long-term viability.
Reduce risk and navigate effectively through the increasingly complex financial and regulatory landscape.
Improve efficiency and control costs by eliminating the expense of building and managing operational functions in-house.
Gain important competencies to your organization where needed, with our deep experience in Fund Administration, Accounting, Financial Reporting, and Regulatory Compliance.
Increase investor confidence by providing independent third-party valuations.
Achieve scalability of size and complexity by dialing up or dialing down the scope of services; in essence using us where and when the need arises.
Gain access to centralized data provided in a user-friendly format.
Be assured that services are delivered accurately, reliably, and promptly, with the utmost attention to detail.
Benefit from our many years of experience in dealing with all different scenarios within the financial industry and the regulatory industry.