National Accounting and Business Solutions, SC

The firm serves individuals, pension and profit‑sharing plans, corporations and other business entities by providing investment management referral services alongside its accounting and tax practice. It has offered these referral services since 2012 and directs clients to Morgan Stanley Smith Barney LLC’s Consulting Group for managed account programs.

The firm does not make specific securities recommendations or provide discretionary portfolio management itself; instead it facilitates introductions and relies on the receiving adviser to open accounts, manage investments, custody assets, and produce performance reports. Ongoing review and client servicing for referred accounts are performed by the third‑party advisory programs under their separate agreements with clients.

The firm is owned and operated by a licensed certified public accountant and combines traditional CPA tax and accounting services with a solicitor‑style advisory role, a structure that is uncommon among peers in the supported‑advisor category. It does not bill clients directly on a percentage‑of‑assets basis and is compensated through referral/solicitor arrangements with the broker‑dealer, and it operates as a small, single‑advisor practice.