Fractional Finance Expertise
Strategic Financial Infrastructure for Scaling Companies & Alternative Investment Firms
ZFO delivers financial operations and fund accounting support on project and interim basis for alternative investment firms (PE and VC funds), and growth-stage companies that need real contributions without a full-time commitment.
5/5
Fractional Finance Expertise
Strategic Financial Infrastructure for Scaling Companies & Alternative Investment Firms
ZFO delivers financial operations and fund accounting support on project and interim basis for alternative investment firms (PE and VC funds), and growth-stage companies that need real contributions without a full-time commitment.
5/5
Fractional Finance Expertise
Strategic Financial Infrastructure for Scaling Companies & Alternative Investment Firms
ZFO delivers financial operations and fund accounting support on project and interim basis for alternative investment firms (PE and VC funds), and growth-stage companies that need real contributions without a full-time commitment.
5/5
What We Do
Our Services
Finance Leadership Support
Interim and project-based financial leadership for organizations that need experienced oversight during periods of growth or transition. Servives may include:
Interim Controller coverage
CFO project support
Oversight of multi-entity financial structures
Supervision of internal or offshore accounting teams
Tax team coordination
Fund Accounting & Reporting
Operational support for investment firms that require consistent reporting, fund accounting oversight, and coordination with external advisors. Services may include:
NAV review and validation
Capital call & distributions
Waterfall calculations & carried interest
Investor reporting package preparation
Audit coordination and auditor liaison
Financial Operations & Process Architecture
Designing the operational backbone that keeps finance teams organized, compliant, and scalable. Services may include:
Reporting framework design
SOP documentation and process design & documentation standards and governance systems
Month-end and quarter-end close optimization
Internal control strengthening
Treasury workflow architecture
Fund Accounting & Reporting
Fund Reporting and Operations support for investment funds. Including initial report drafting, fund accounting oversight, and coordination with external advisors. Services may include:
NAV review and validation
Capital call & distributions
Waterfall calculation support
Quarterly Investor reporting packages
Audit, Tax and TPA or Client Coordination
Fund launch support
Finance Leadership Support
Interim and project-based financial leadership for organizations that need additional and capable hands on deck during busy periods or growing firms. Services may include:
Interim Controller coverage
CFO individually scoped project support
Coordination with TPAs
Assistance with Interviewing candidates
SOP buildouts alongside current teams
Fund launch support
Financial Operations & Process Architecture
Designing the operational backbone that keeps finance teams organized, compliant, and scalable. Services may include:
Reporting framework design
SOP documentation
Workflow process design & documentation standardizations
Month-end and quarter-end close optimizations
Data/workbook clean up for financial teams
Internal control strengthening
Finance Leadership Support
Interim and project-based financial leadership for organizations that need additional and capable hands on deck during busy periods or growing firms. Services may include:
Interim Controller coverage
CFO individually scoped project support
Coordination with TPAs
Assistance with Interviewing candidates
SOP buildouts alongside current teams
Fund Accounting & Reporting
Fund Reporting and Operations support for investment funds. Including initial report drafting, fund accounting oversight, and coordination with external advisors. Services may include:
NAV Calculations
Capital calls & distributions
Waterfall calculation support
Quarterly Investor reporting packages
Audit, Tax and TPA or Client Coordination
About Us
Consulting-grade finance support, built for real operations.
ZFO works in a consulting capacity, stepping in on a fractional or interim basis to support financial accounting and operations work that keeps your business running cleanly. We support pre-existing companies across investment management and growth-stage business, serving as the operational layer that helps everything else function.
Whether you need someone to take over a month-end close, build reports from scratch, or manage fund accounting while your team is stretched thin, ZFO moves fast and delivers clean work. These are not CPA services. They're something just as essential: Competent contributions to your team.
About Us
Consulting-grade finance support, built for real operations.
ZFO works in a consulting capacity, stepping in on a fractional or interim basis to support financial accounting and operations work that keeps your business running cleanly. We support pre-existing companies across investment management and growth-stage business, serving as the operational layer that helps everything else function.
Whether you need someone to take over a month-end close, build reports from scratch, or manage fund accounting while your team is stretched thin, ZFO moves fast and delivers clean work. These are not CPA services. They're something just as essential: Competent contributions to your team.
Who We Work With
Organizations We Support
Venture-Backed Companies
Scaling Organizations
Growth-Stage Companies
We support venture-backed and scaling companies as they build the financial infrastructure required for sustainable growth. Our work helps leadership teams strengthen reporting, operational processes, and investor readiness as organizations scale.
Improved cash flow planning
Clear monthly financial reporting
More confident business decisions
Private Equity Funds
Portfolio Operations
Alternative Investments
We support Venture Capital and Private Equity firms with structured fund accounting oversight, capital account management, and investor reporting processes designed to meet the operational demands of modern fund management.
Private Equity Funds
Portfolio Operations
Third Party Administrators
We partner with third-party fund administrators to strengthen fund accounting operations, enhance reporting processes, and provide consulting support that enables scalable workflows and institutional-grade fund administration.
Venture-Backed Companies
Scaling Organizations
Growth-Stage Companies
We support venture-backed and scaling companies as they build the financial infrastructure required for sustainable growth. Our work helps leadership teams strengthen reporting, operational processes, and investor readiness as organizations scale.
Private Equity Funds
Portfolio Operations
Alternative Investments
We support Venture Capital and Private Equity firms with structured fund accounting oversight, capital account management, and investor reporting processes designed to meet the operational demands of modern fund management.
Private Equity Funds
Portfolio Operations
Third Party Administrators
We partner with third-party fund administrators to strengthen fund accounting operations, enhance reporting processes, and provide consulting support that enables scalable workflows and institutional-grade fund administration.
FAQs
Your Questions, Answered
Everything you need to know about working with Zenith, our services, and how we support your business.
What types of companies do you typically work with?
Do you work with internal accounting teams?
What does an engagement typically look like?
How do you work with investors, auditors, and tax advisors?
Can you help build or restructure a finance function?
How do we get started?
How quickly will you respond to inquiries?
Get In Touch
Strengthen Your Financial Infrastructure
Whether supporting investment firms or scaling companies, Zenith Financial Operations helps organizations build financial systems that provide clarity, control, and confidence.