Venture Capital and Private Equity Firms 

Our management team and staff collectively have over 60 years of experience working in the venture capital and private equity environment.  Utilizing the expertise of our team, we provide a full suite of accounting and finance services to our clients, including general fund accounting, financial statement preparation and reporting, management of the audit and tax process, management company accounting, general partner accounting and business consulting.

Family Office - High Net Worth Individuals

We offer the highest level of personal accounting services for high net worth individuals.  Services include personal bill pay, account reconciliation, asset tracking and financial statement preparation.  In addition, we serve as the liaison between other service providers such as attorneys, estate planners, tax accountants and investment advisors.  Whatever your needs, our services are offered in a confidential and professional manner.

Small to Medium Businesses 

Because of the demand for a high level of customer service and expertise, we have recently expanded our services to offer outsourced accounting for small to medium size businesses.  CFO will manage the accounts payable, accounts receiveable, payroll, general ledger and preparation of your monthly financial reporting.  We will also assist with other general business consulting.