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Forensic Accounting & Risk Consulting

FirstRule Financial

FirstRule Financial is an independent fraud risk consultancy and forensic accounting practice.  We assist individuals, businesses, non-profit organizations and law firms in the following areas: 

  • Risk consulting, including comprehensive embezzlement, fraud and misappropriation risk assessments, customized risk mitigation strategies and financial monitoring; 

  • Financial compliance audits; and

  • Investigative and forensic accounting for matters involving possible or actual embezzlement and fraud; or to clarify and resolve financial aspects of allegations, disputes and lawsuits. 

Our name is derived from Warren Buffet’s quotation:


"The first rule of wealth is don’t lose what you have.

The second rule is don’t forget the first rule."

We have over 30 years' experience assisting our clients to protect their cash, investments and other assets; and to investigate and clarify facts when financial allegations, losses, or lawsuits arise.

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