Services

Your one source for many expert resources

At CFO Financial Partners we work with a broad range of public and privately held businesses in a variety of industries, as well as individuals. The breadth of services we provide ranges from general accounting to tax planning and preparation, business consulting and financial planning, and more. If you are a broker dealer, hedge fund, or public company and need FINOPs, focus reports, or 10Q’s, we have experienced teams to help.

CFO Financial partners also provides a broad range of litigation support services offered by our experienced and accredited staff. So whether it’s business valuations, matrimonial litigation, fraud investigations, or forensic services, our team of experienced professionals will investigate the details.

Our depth and breadth of services and expertise enables us to help you manage your growth, effectively, and efficiently.

We deliver Knowledge, Ideas and Exceptional Results.

public or private companies

Public or Private Companies

Every company is at its own particular stage and in its own industry or niche. We use our vast knowledge and experience to help you grow and manage your situation and deliver solutions to issues you have, no matter big or small.

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Broker Dealers and FINOPs

Broker Dealers and FINOPs

We offer solutions for you to be more effective as a broker-dealer by offering a cost-effective/efficient solution for your FINOPs, Focus reports, FINRA reporting, tax issues, strategies and planning.

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Start Up Venture Capitalists

Start-Up / Venture Capitalists

CFO Financial Partners, along with our parent RRBB Accountants and Advisors, provides accounting, tax, due diligence, and various consulting services to startup companies and early-stage ventures.

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Hedge Funds

Hedge Funds

CFO Financial Partners and its team has been working as a trusted advisor within the Hedge Fund industry for many years. We help our clients address the complex operational, financial reporting and compliance issues facing the industry.

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Hign Net Worth Individuals

High Net-Worth Individuals / Family Office

Here at CFO Financial Partners, and through our parent RRBB Accountants and Advisors, we serve many business owners, executives with major companies, well-to-do families and retired individuals with a lifetime of achievements behind them.

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