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Outsourced Chief Financial Officer Services

FFS provides Chief Financial Officer (CFO) services to fund sponsors that are looking to outsource the day to day tasks that accompany running a successful business.  These services may relate to the operations of a fund’s management company and are customized based on the needs of our client. 

Typical services provided include the following:

  • Cash control and bill payment services.  FFS develops a client approval and reporting process to ensure clients are fully aware of all cash transactions
  • Assist with the management of the company’s payroll
  • Maintain the full books and records for the management company, including tracking of receivables, payables, fixed assets, fee income, etc.
  • Assist with the development of operating budgets
  • Provide monthly and quarterly reporting of company results to management
  • Provide audit and tax coordination services      
  • Consult and provide general business, accounting and operating guidance to management on an ongoing basis

Fleming Financial Services Inc