About Helen

Helen Liao is a Partner in the Firm's Technical Review and Quality Control Group. Helen specializes in public clients that file reports with SEC and International exchanges. Helen's industry focus includes: broker-dealers, publishers, software companies, manufacturers, wholesalers, retailers, and service organizations.

From 2000 until 2014, Helen was a Partner in a NYC-based accounting firm handling the technical review of work papers and financial statements, supervision and review the work of professional staff of the entire firm, was in charge of the Firm's annual inspection and responsible for establishing and updating the Firm's quality control system and policy and procedures manual. Previously, Helen was a Technical Reviewer / Audit Manager with Marcum & Kliegman (now Marcum LLP).

Helen graduated from Pace University in 1990 with a Bachelor of Business Administration in Accounting. She then received her Master's Degree in Business Administration from Aspen University in Denver, CO in 2009. As a Certified Public Accountant, Helen maintains memberships in the American Institute of Certified Public Accountants (AICPA) and the New Jersey, New York, and District of Columbia Societies of Certified Public Accountants. Helen also participates in various professional associations and is a member of the New York State Society of Certified Public Accountants' SEC Practice Committee.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants, Member – SEC Practice Committee
  • Long Island Children’s Museum, Board Member

Subject Matter Expertise

Auditing and Accounting
SEC Registration and Reporting
Quality Control
Complex Equity Transactions
Financial Reporting
Peer Review and PCAOB Inspection Process
Technical and Critical Issue Research

Practice Focus

Publicly-Traded Companies
Broker-Dealers
SPAC
Technology Companies
Software Companies
Publishers
Manufacturers
Wholesalers
Retailers

Education

Bachelor of Business Administration in Accounting
Pace University

Master’s Degree – Business Administration
Aspen University

Accreditations & Designations

Certified Public Accountant (NY, NJ, DC)