Outsourced CFO & Controller
We provide back-office financial and accounting support and consulting for portfolio companies and fund managers.
Services
- Manage back-office activity, including the monthly close process through financial, management and investor reporting
- Budgeting, forecasting and cash flow management
- Accounting documentation, including processes, procedures and operations manuals
- Financial, business and strategic planning
- Private equity and debt financing assistance
- Merger and acquisition support
- Accounting software selection and implementation
- Audit and tax support and liaison with audit firm and tax preparer
Our fund administration services can be customized and bundled to meet the specific needs of your firm. Working with funds from startup to wind down, our comprehensive suite of services supports your evolving middle- and back-office needs in areas such as:
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