Comprehensive CFO Advisory Services

Boutique CFO advisory & operational services for private equity funds.

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Positioning Statement

We partner with private equity firms and investment managers to institutionalize finance and operations across the full fund lifecycle—from launch and capital raising to portfolio oversight and exits. Our boutique model combines institutional-grade CFO discipline with hands-on operational execution, serving as the dedicated, strategic finance partner to general partners building enduring platforms.

Learn More About Our Expertise

Tiered Service Offering

Institutional CFO

End-to-end CFO and operational oversight. Services include fund finance management, comprehensive investor reporting, board preparation, financial modeling, cash flow planning, and strategic fund-level process improvement.

Ideal For: Private equity managers with $100M–$500M AUM seeking institutional-grade financial and operational infrastructure.

Strategic Growth CFO

High-level financial leadership supporting quarterly reporting, performance forecasting, process optimization, and investor communications. We ensure scalable systems and readiness for capital raises, audits, and institutional due diligence.

Ideal For: Funds and portfolio companies expanding operations and preparing for the next significant growth phase or institutional audit.

Controller & Accounting Suite

Comprehensive accounting and reporting oversight, including financial statements, variance analysis, audit readiness, and operational efficiency dashboards. Focused on building a reliable financial infrastructure for emerging funds and operating companies.

Ideal For: Emerging fund managers or PE-backed firms seeking disciplined, compliant finance operations and reporting.

On-Demand CFO Advisory

Targeted financial and operational advisory for short-term or project-based needs. This includes fund finance consulting, fundraising materials development, investment due diligence, portfolio company integration, or liquidity event support.

Ideal For: Private equity firms, family offices, or general partners requiring specialized, time-bound strategic advisory.

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Add-On Engagements

Infrastructure & Enablement

  • Fund launch and operational infrastructure setup
  • KPI and valuation dashboard development
  • Process optimization and internal controls design

Transaction & Lifecycle Support

  • Fundraising and investor presentation preparation
  • M&A and financial diligence
  • Exit and wind-down planning, including fund closeout and distribution support
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Our Core Expertise

  • Fund oversight, finance, and operations for investment managers and general partners
  • Deal execution, portfolio integration, and post-acquisition financial management
  • Capital raising support and investor reporting
  • Startup, growth, and exit-stage financial strategy
  • Operational excellence through systems, analytics, and governance
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Why Choose Us for CFO Advisory Services

Led by former Big 4 and fund operations executives, Lenox Hill CPA PC provides the rigor, control, and transparency expected by institutional LPs—without the bureaucracy of large firms. Our team brings deep experience across fund finance, operations, and strategic execution, empowering private equity leaders to scale with confidence.