CFO/COO Services

DSF Advisors (DSF) is an outsourcing service provider for emerging asset managers, real estate investors, and professional services firms

Learn More Contact Us

What We Do

CFO Services

An outsourced CFO will give a fresh perspective on your firm’s financial posture and operational efficiency.

Accounting & Financial Reporting

Broad spectrum of accounting, financial, and consulting services.

Fund Operations

Assistance with setting up and running best in practice fund operation.

Back Office Support

Middle and back office services, institutional clients reporting, trade settlement & corporate actions management, custody reconciliations.

Tax Services

We can handle the tax needs of your business, including issuance of K1s and tax structuring.

Regulatory Compliance Support

We help your firm monitor compliance programs and respond to regulatory inquiries and reporting such as SEC audit requests.

Learn More

About DSF Advisors

DSF Advisors (DSF) is an outsourcing service provider for emerging asset managers, real estate investors, and professional services firms.

DSF was founded in 2020 by Wilfredo Rodriguez, a CPA with over 20 years of experience in the financial services industry.

DSF provides fractional CFO services, accounting and financial reporting, back-office support, fund operations including managing trade settlements and investor relations. Additionally, the DSF provides advisory and consulting services to support projects including manager & fund set-up, due diligence, financial modeling, and reorganizations.

Learn More

Industries We Serve

Financial Services

We have various service offerings to emerging fund managers, including fractional CFO and fund operations services.

Real Estate

We provide CFO and accounting services to both developers and institutional investors, including project and fund level bookkeeping and reporting.

Family Offices

We are a partner for family offices that help you manage your daily operations and evolve with you as your needs change.

Startups

We provide financial services and products by using technologies to help augment, and streamline your operations.

Get Started Today!

Contact DSF Advisors and schedule a no obligation consultation

Click HereClick Here