CFO Solutions

Our team understands the critical role your chief financial officer plays in the success of your business. Complexities are everywhere that challenge the CFO’s ability to develop timely business insights and financial reporting. We supplement your organization by providing industry-specific talent and technology in a flexible approach based on your needs. The result is access to a scalable team of technical experts and technology accelerators that help you deliver accurate accounting and financial insights, faster.

Our team is organized to deliver the following value-add CFO services and solutions:

Family Office

  • Monthly close and complex accounting issues
  • Accounting and bookkeeping
  • Pre-configured chart of accounts and accounting systems
  • Bill pay and other transactional support

Private Equity

  • Portfolio company valuation models and financial consolidation
  • Fund accounting
  • Investor reporting

Real Estate

  • Property accounting, valuation models and financial consolidation
  • Fund accounting
  • Investor reporting

Hedge Funds

  • Outsourced controller
  • Fund administration oversight

Registered Funds

  • Financial statement prep
  • 10-Ks and 10-Qs