Outsourced CFO Function

Integrated Solutions℠ assigns an experienced accounting professional from our team to effectively become a company’s CFO and handle some or all of its accounting needs. By doing so, the company can focus on its core business competencies, while we focus on working on behalf of your company.

Integrated Solutions℠ assigns an experienced accounting professional from our team to effectively become a company’s CFO and handle some or all of its accounting needs. By doing so, the company can focus on its core business competencies, while we focus on working on behalf of your company.

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Solutions in this area include:
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Solutions in this area include:

  • Prepare and maintain customary financial and accounting books and records to support annual audits of financial statements and completion of tax returns

  • Prepare monthly financial statements

  • Meet with management and potential investors

  • Assist and interface with your accountants, attorneys and tax professionals, as needed

  • Assist with the preparation of regulatory filings, as required

  • Implement employee benefits plans, retirement plans and health insurance

  • Prepare and maintain customary financial and accounting books and records to support annual audits of financial statements and completion of tax returns

  • Prepare monthly financial statements

  • Meet with management and potential investors

  • Assist and interface with your accountants, attorneys and tax professionals, as needed

  • Assist with the preparation of regulatory filings, as required

  • Implement employee benefits plans, retirement plans and health insurance

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NEW YORKLessLess
NEW YORKLess

39 Broadway, Suite 3300

New York, NY 10006 

Telephone: 212-509-7800

39 Broadway, Suite 3300

New York, NY 10006 

Telephone: 212-509-7800

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NEW JERSEYLessLess
NEW JERSEYLess

475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300

475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300

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FLORIDALess
FLORIDA

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-453-3800

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-453-3800

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*SOC 1 Type 2 certification only covers: 

Fund Accounting, Administration and Investor Services.

*SOC 1 Type 2 certification only covers: 

Fund Accounting, Administration and Investor Services.

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ABOUT US          SOLUTIONS         INSIGHTS          CONTACT         INVESTOR LOGIN 
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