About Us

Accounting & Book-keeping, Real Estate & Portfolio Accounting, Audit & Taxation Services, Outsource CFO Functions, Data Analytics and Administration help

Investment Funds CFOs are a team of experts committed to helping asset management companies take care of their CFO, audit, accounting, tax, management reporting, and record-keeping needs with efficiency and effectiveness. This facilitates small and medium- sized asset managers to focus their time, energy, and resources on sourcing more investment opportunities, better relationships with the investor community, and looking for enhanced Alpha.

We focus on building sustainable relationships with asset managers, fund administration, legal counsel, auditors, and other service providers and act as a collaborators, liaison and facilitator to achieve optimum yield of cost & benefits vs. risk & reward equation. We at CFO Services act as owners on behalf of our clients, with fiduciary duties at heart, and ensure the best and optimum utilization of every dollar spent on operations.

Our goal is to build a relationship that is based on TRUST, transparency, competency and delivering our services with high moral and ethical values that grows with the needs of an organization at the same time agile to reduce cost based on economic or transaction cycle.

Our proposal benefits all and in this win-win arrangement, the employees and contractors in underprivileged economic regions get an opportunity for better paying jobs to meet their basic life needs, a little test of the American dream and at the same time organizations in the USA get cost effective and timely services.