{"id":11949,"date":"2023-09-27T08:56:16","date_gmt":"2023-09-27T08:56:16","guid":{"rendered":"https:\/\/iqeq.com\/?post_type=service&#038;p=11949"},"modified":"2024-03-27T08:33:14","modified_gmt":"2024-03-27T08:33:14","slug":"u-s-cfo-services","status":"publish","type":"service","link":"https:\/\/iqeq.com\/services\/u-s-cfo-services\/","title":{"rendered":"U.S. CFO Services"},"content":{"rendered":"<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"overview\"\n            >\n                Overview            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <p style=\"text-align: justify\">Alternative investment managers need specialized support to help them manage their financial operations effectively, and having a dedicated in-house Chief Financial Officer (CFO) isn\u2019t always possible. We offer thorough external CFO services that cover all aspects of fund management, finance, compliance, and accounting.<\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--purple\" href=\"https:\/\/iqeq.foleon.com\/brochure\/iq-eqcfosupportservices-us\/\">VIEW OUR BROCHURE<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"service-boxes\">\n    <div class=\"container\">\n                <div class=\"boxes\">\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">$750B+<\/p>\n                                        <p>assets under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                            <p class=\"title\">800+<\/p>\n                                        <p>funds under administration<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Supporting <strong>11 of the top 15<\/strong> private equity firms<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>An <strong>extension<\/strong> of your team<\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p>Streamlined processes for <strong>increased efficiency<\/strong><\/p>\n                <\/div>\n                            <div class=\"box box--purple\">\n                                        <p><strong>Efficient, effective services<\/strong> to meet your needs<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n                <\/div>\n                    <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"key-services\"\n            >\n                Key Services            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2 style=\"text-align: justify\"><strong>Our CFO services<\/strong><\/h2>\n<p style=\"text-align: justify\">We can support you with:<\/p>\n<ul style=\"text-align: justify\">\n<li>Advisory and compliance<\/li>\n<li>Fund oversight<\/li>\n<li>Management company and partnership accounting<\/li>\n<\/ul>\n<h3 style=\"text-align: justify\"><strong>Management of internal finances<\/strong><\/h3>\n<p style=\"text-align: justify\">Count on us to help manage your internal finances with our expert CFO advisory services. Our use of high-quality financial tools and software allows us to maintain your books and records while streamlining your operations.<\/p>\n<h3 style=\"text-align: justify\"><strong>Vendor oversight <\/strong><\/h3>\n<p style=\"text-align: justify\">As well as managing internal finances, it\u2019s important to monitor your vendor relationships. Our experts provide fund administration services and oversee your vendors to make sure they\u2019re meeting their obligations and that everything is accurately reported.<\/p>\n<h3 style=\"text-align: justify\"><strong>Additional CFO support services<\/strong><\/h3>\n<p style=\"text-align: justify\">Our experts provide a range of additional CFO financial services, including:<\/p>\n<ul style=\"text-align: justify\">\n<li>Monitoring events such as subscriptions, redemptions, and capital calls<\/li>\n<li>Limited Partner (LP) reporting<\/li>\n<li>Expense payments<\/li>\n<li>Preparing and sharing financial statements<\/li>\n<li>Preparing and analysing budgets<\/li>\n<li>Supporting the investment committee<\/li>\n<li>Monitoring tax and regulatory filing and payment dates<\/li>\n<\/ul>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"why-iq-eq\">Why IQ-EQ?<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <ul class=\"benefits\">\n<li class=\"purple-text\">One dedicated team<\/li>\n<li>Unrivalled technical expertise<\/li>\n<li>Committed service delivery<\/li>\n<\/ul>\n<p style=\"text-align: justify\">Having a dedicated and experienced team to help support the financial infrastructure of your business is important. Our team have diverse backgrounds and expertise, which helps them provide an excellent service to meet your individual needs.<\/p>\n<p>With our external CFO services, you\u2019ll have one single point of contact that works as an extension of your management team. By utilising outsourced CFO services, you can trust that your finances are in safe hands and focus your attention on what you do best.<\/p>\n<p>Contact us to learn more about our CFO services and let us help you achieve your alternative investment goals.<\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--mint\" href=\"https:\/\/iqeq.com\/make-an-enquiry\/\">Make an enquiry<\/a><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"testimonial-box standard-spacing\">\n    <div class=\"container\">\n        <div class=\"box\">\n            <blockquote class=\"style2 fade-in\">\n                <span>We chose to work with IQ-EQ as they offer a comprehensive service. They could offer CFO services, the administration of funds and an independent valuation of the service.<\/span>\n                <cite>\n                    <span>Pierre Odelain<\/span>\n                    Agla\u00e9 Management                <\/cite>\n            <\/blockquote>\n        <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"faq\"\n            >\n                FAQ            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2>CFO services FAQs<\/h2>\n<p>&nbsp;<\/p>\n                    <div class=\"table\">\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What does a CFO typically do?                        <\/div>\n                        <div class=\"col\">\n                            <p>A CFO typically manages a company&#8217;s financial operations and is responsible for setting financial goals, creating and managing budgets, and making important decisions about company funds. A CFO will also manage investments and make sure that any associated risks are considered. <\/p>\n                        <\/div>\n                    <\/div>\n                                    <div class=\"row\">\n                        <div class=\"col\">\n                            What are outsourced CFO services?                        <\/div>\n                        <div class=\"col\">\n                            <p>It\u2019s not always possible for businesses to have an in-house CFO, so outsourced CFO services offer the opportunity to access external financial experts to fill that position. These experts provide valuable advice and insights to help you make informed decisions about your finances and achieve your financial goals. Whether it\u2019s ongoing support or a one-off project, external CFO services can help businesses save time and money while accessing specialist advice and resources. <\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n            <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <h2 id=\"key-contacts\">Key contacts<\/h2>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--people related-section--centered standard-spacing\">\n    <div class=\"container\">\n                <div class=\"cards row-load\">\n            <div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Wade-Deffenbaugh-formal-Grey-290x192.jpg\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"192\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Wade-Deffenbaugh-informal-Green-290x192.jpg\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Wade Deffenbaugh<\/h3>\n                <p class=\"job-title\">Head of Accounting and CFO Support Services, U.S.<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United States<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+19177890363\" class=\"link telephone\">\n                +1 917 789 0363               <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/wadedeffenbaugh\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/10\/Elise-Gray-Formal-Grey.png\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/10\/Elise-Gray-Inormal-Green.png\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Elise Gray<\/h3>\n                <p class=\"job-title\">Head of CFO &amp; Accounting Service Delivery, United States<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United States<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+16467934547\" class=\"link telephone\">\n                +1 646 793 4547            <\/a>\n                            <\/div>\n<\/div><div class=\"person-card\">\n            <div class=\"bg-img lozad normal\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Bart-Leconey-Formal-Grey.png\" \/>        <\/div>\n        <div class=\"bg-img lozad hover\">\n            <img width=\"290\" height=\"190\" class=\"attachment-person_card size-person_card lozad\" alt=\"\" sizes=\"(max-width: 290px) 100vw, 290px\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2023\/04\/Bart-Leconey-informal-Green.png\" \/>        <\/div>\n        <div class=\"info\">\n                    <h3>Bart LeConey<\/h3>\n                <p class=\"job-title\">Head of BD for Outsourced Services, U.S.<\/p>\n        <div class=\"border\"><\/div>\n                    <p class=\"location\">United States<\/p>\n                <a href=\"#contact-person\" class=\"link link--deepgray email\">\n            Send email        <\/a>\n                    <a href=\"tel:+19178538286\" class=\"link telephone\">\n                +1 917 853 8286            <\/a>\n                                    <div class=\"socials\">\n                <a href=\"https:\/\/www.linkedin.com\/in\/bart-leconey-495ba057\/\" class=\"linkedin\">\n                    <span class=\"screen-reader-text\">LinkedIn<\/span>\n                <\/a>\n            <\/div>\n            <\/div>\n<\/div>        <\/div>\n        <div class=\"button-wrapper\">\n                    <\/div>\n    <\/div>\n<\/section>\n\n<section class=\"sidebar-anchor\">\n    <div class=\"container\">\n                    <p\n                class=\"pre-header pre-header--purple\"\n                id=\"insights\"\n            >\n                Insights            <\/p>\n            <\/div>\n<\/section>\n\n<section class=\"related-section related-section--insights standard-spacing\">\n    <div class=\"container\">\n                    <h2>Related Insights<\/h2>\n                <div class=\"cards row-load\">\n            <a\n    href=\"https:\/\/iqeq.com\/insights\/key-takeaways-from-the-inrev-north-american-conference-2024\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/07\/shutterstock_1011270001-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Fund &amp; Asset Managers<\/p>\n                        <h3>Key takeaways from the INREV North American Conference 2024<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                        <p class=\"date\">\n                                    09 Jul 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a><a\n    href=\"https:\/\/iqeq.com\/insights\/final-guidelines-issued-on-funds-using-esg-or-sustainability-related-terms-in-names\/\"\n    class=\"news-card\"\n>\n    <div class=\"bg-img lozad\">\n        <img width=\"360\" height=\"257\" class=\"attachment-news_card size-news_card lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/wp-content\/uploads\/2024\/07\/shutterstock_2431284607-360x257.jpg\" \/>        <div class=\"post-type post\">\n            Insight        <\/div>\n    <\/div>\n    <div class=\"info\">\n                <div class=\"top\">\n                            <p class=\"expertise\">Regulatory Compliance<\/p>\n                        <h3>Final guidelines issued on funds using ESG or sustainability-related terms in names<\/h3>\n                    <\/div>\n        <div class=\"bottom\">\n                        <p class=\"date\">\n                                    03 Jul 2024                                            <\/p>\n        <\/div>\n    <\/div>\n<\/a>        <\/div>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"parent":0,"menu_order":0,"template":"","expertise":[],"service_category":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>U.S. CFO Services - IQ-EQ<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/services\/u-s-cfo-services\/\" \/>\n<meta property=\"og:locale\" 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