Professional Services

Our Corporate Accounting team will provide you with professional management of all of your day-to-day books and records, accounts payables and receivables, and employee benefits issues. We will establish banking relationships for you, create a budget for your company, coordinate billing and collections for separately managed accounts and third party marketing arrangements. We also provide you with the cash flow analysis necessary to forecast your capital commitments. In practice, we become your Chief Financial Officer.

Our Fund Structuring Group is on hand to advise you on how to best structure your existing and/or future investment products. We will work closely with you, your legal counsel and other interested parties (e.g. auditors, strategic investors) to ensure that your business goals are being effectively executed from a legal, financial and investor perspective.

Our experienced team recognizes the value of relationships – with you, your staff and your outside partners. Your employees will benefit from our customized & personal level of service. Your outside auditors will receive from Conifer everything they need to perform their tax and audit work. Finally, your investors will have confidence that their interests are being safeguarded with Conifer on your side.