Services
As a client of Blue Ribbon CFOs, you’ll have access to a suite of services that are specifically catered to your business needs.
Whether it’s Blue Ribbon Premier which provides an end-to-end, “high touch” client experience, or Blue Ribbon Essential, for just the key bookkeeping services, you’ll have access to a team of experts who will deliver the results you need and implement industry best practices. If you are just getting started, replacing a departing employee, or merely looking to strengthen your financial controls, Blue Ribbon has you covered.
Accounting
We offer accounting services designed to ensure compliance, provide detailed financial reporting, and deliver actionable insights for better decision-making.
- Management Company Accounting
- Bank and Investment Account Reconciliation
- Expense Report Processing
- Financial Statement Preparation
Finance
Our tailored finance services help investment managers streamline operations and achieve their business goals.
- Accounts Payable
- Accounts Receivable
- Financial Analysis
- Cash Flow Management
- Budgeting and Forecasting
Fund Services
Our comprehensive fund services are designed to support the evolving needs of investment managers, hedge funds, and private equity firms.
- Daily/Monthly Review of P&L and Net Asset Value (NAV)
- Middle Office Support
- Expense Allocations
- Fee Review and Recalculation
- Month-end Closing
- Commission Reporting
- Audit & Tax Oversight
- Financial Systems Integration
And More
- Payroll and Healthcare Benefits Administration
- Support with Investor Relations and Marketing Materials
- Regulatory and Tax Compliance
- Vendor Management
- Staffing Solutions/Temp Hires
- Key-person Coverage
- Compliance Meeting Preparedness
- Wind-down Assistance