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
- Management Company Accounting
- Bank and Investment Account Reconciliation
- Expense Report Processing
- Financial Statement Preparation
Finance
- Accounts Payable
- Accounts Receivable
- Financial Analysis
- Cash Flow Management
- Budgeting and Forecasting
Fund Services
- 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