Outsourced CFO/Accounting Services for

Private Equity Firms

Nexus Square streamlines the back-office administration so fund managers can focus on what matters most – managing portfolios and raising capital. 

Right Capabilities to Execute

Our experienced CFO/Accounting team provide the following services to fund managers:

  • Prepare monthly budget and cash flow forecasts​​

  • Waterfall calculation

  • Prepare periodic performance and IRR calculations

  • Calculate carried interest and fund management fees

  • Capital account statements

  • Record and reconcile daily bank transactions

  • Manage payables, receivables, and payroll

  • Record investment valuations

  • Prepare monthly, quarterly and annual financial statements

  • Coordinate annual fund audits

  • Prepare tax returns and K-1s

Roadmap to Success

The Challenge

It’s becoming increasingly difficult for private equity firms and asset managers to hire fund accountants with relevant and sufficient experience to manage the accounting for their real estate and/or portfolio companies. The skill set is increasingly more expensive and scarce. 

Our Solution

We offer a wide range of outsourced services ranging from experienced staff accountants to CFO services at a fraction of the cost of hiring a full-time accounting department.


The team at Nexus Square are highly competent, responsive to requests and overall a pleasure to work with” 

—  Jean-Marc Plantier, Director of Finance, TriLinc Global


What's My Investment?

Hiring and training your own accounting team can be very time consuming and expensive. Nexus Square have the expertise and resouces to start a project right away at a fraction of the cost of hiring a full time in-house accountants.

What You Save



$ 30,000/yr 

+ Benefits



$ 150,000/yr 

+ Benefits

Average Cost


Nexus Square Outsourced


Contact Us Today

For A Free Consultation

You run your business.

We’ll do your books.

110 E Wilshire Ave., Suite 101

Fullerton, CA 92832

(949) 441 0222

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© 2019 by Nexus Square