Building Knowledge Infrastructure through Outsourced CFO Services

At a Glance

This client had over 100 different investments valued over $50 million dollars. While they were having financial success they were stressed about the lack of organization. The client needed a server and reports that quickly showed them their financial portfolios and performance. Fox & Partners quickly took over and implemented better systems, within a few months the client had personal financial statements that reflected all of their investments with detailed reports on each investment. They were more relaxed and more profitable.


With so many investments and businesses the client needed help organizing key documents and financial materials. They also needed easy to understand reports not only for themselves but for their investors.

The Solution

First, we cleaned up their books and established a server to place all of their documents. Then, we created charts to visualize their business holdings. Next, we created personal financial reports that included all of their investments and detailed each investment’s performance. Then, we created investor reports for each investment that are sent out quarterly. Finally, we worked with their CPAs to match the books with the tax returns, prepare for annual returns, pay estimated taxes and be in an optimal tax position. The client’s books are clean, organized and matched with their tax returns. The clients have individual personal financial statements and reports. The client’s investors receive quarterly reports. The clients feel more organized, knowledgable and confident; ready to grow their financial empire.

Type Of Client:

Private Equity Investment Fund

Services Provided:

  • Bookkeeping
  • Weekly meetings
  • Overhead documents & organization
  • Personal financial statements
  • Investor reports
  • Liaison with CPAs to organize & handle all tax items
  • Goal structure

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.