Business Details
Your Trusted Partner for Accounting Services in New York
Flagship Group delivers specialized financial and accounting services tailored to alternative investments, combining fractional financial management expertise with robust back-office support. Our team of seasoned professionals leverages cutting-edge technology to provide scalable solutions for investment managers and family offices globally. With a focus on innovation and client-centric service, we streamline financial operations across jurisdictions, ensuring accuracy and efficiency. Our international network supports clients in Asia, Europe, the United Kingdom, and the Americas, enabling seamless growth at every stage. Backed by decades of experience in fund administration, tax advisory, and investor relations, we prioritize transparency and real-time data insights.Our approach merges the agility of a boutique firm with the resources of a large-scale operation, delivering tailored financial strategies. We specialize in venture capital, private equity, and real estate fund administration, handling end-to-end processes from onboarding to financial reporting. Our commitment to excellence is reflected in our strategic partnerships and client-focused methodologies. With core operations in New York and a global team, we empower clients to navigate complex financial landscapes confidently. Our services are designed to maximize value while maintaining compliance with international accounting standards.
Services
Fractional CFO Services
Fund Administration
Investor Relations
Financial Reporting
Tax Advisory
Treasury Management
Audit Support
Procedural Frameworks
Network Development
Internal Audit
Highlights and features
- We offer scalable financial services tailored to alternative investments.
- Our team combines deep investment expertise with advanced technology.
- We provide global support across Asia, Europe, and the Americas.
- Our client-centric approach ensures personalized service delivery.
- We leverage real-time data for accurate financial insights.
Services
Fractional CFO Services
Our Fractional CFO Services provide strategic financial oversight for alternative investment firms. We deliver customized financial planning, investment analysis, and board reporting, combining boutique flexibility with institutional expertise. Clients benefit from cost-effective access to seasoned professionals with decades of industry experience.
Fund Administration
Specialized fund administration covers venture capital, private equity, and real estate funds. We manage financial reporting, investor relations, and compliance across jurisdictions. Our technology-driven platform ensures accurate NAV calculations, capital tracking, and regulatory reporting for global clients.
Investor Relations
We handle investor onboarding, capital calls, distributions, and communications. Our team maintains detailed investor records and provides transparent reporting. Services include KYC coordination, capital account management, and distribution of financial statements to ensure investor satisfaction.
Financial Reporting
Our financial reporting services include preparation of trial balances, income statements, and balance sheets under US GAAP and IFRS standards. We offer real-time data visualization and analytics tools to enhance decision-making for investment managers and family offices.
Tax Advisory
We provide specialized tax advisory services for alternative investments, including fund structuring and regulatory compliance. Our experts ensure adherence to international tax standards while optimizing financial outcomes for clients across multiple jurisdictions.
People
Matthew Dean
Director
Matthew Dean specializes in fund administration with 15+ years in alternative investments. He leads private equity operations, leveraging expertise in hedge funds and global financial systems to optimize client outcomes.
Nicholas Cooper
Director
Nicholas Cooper focuses on digital asset finance, combining blockchain expertise with traditional accounting. He has led teams across Switzerland, the US, and Cayman Islands, specializing in crypto finance and regulatory compliance.
Marcus Rowe
Director
Marcus Rowe offers 20+ years in accounting advisory, specializing in US GAAP and IFRS standards. He develops innovative financial solutions for investment managers, integrating technology to enhance service delivery efficiency.
Kiel Donahue
Director
Kiel Donahue combines CPA credentials with digital asset expertise, managing $1B+ in crypto funds. He has international experience in audit and fund administration across Hong Kong, Cayman, and Canada.
Guia Ayuma
Director
Guia Ayuma specializes in investor services with 18 years in fund administration. She builds scalable client solutions for private equity and hedge funds, focusing on operational efficiency and regulatory compliance.
Questions
What services does Flagship Group offer?
We provide fractional CFO services, fund administration, investor relations, financial reporting, tax advisory, and treasury management for alternative investments globally.
Which investment sectors do you specialize in?
We focus on venture capital, private equity, and real estate funds, offering tailored financial solutions across all investment vehicles.
How do you support international clients?
Our global team operates across Asia, Europe, the UK, and the Americas, providing jurisdiction-specific compliance and multilingual support for cross-border investments.
What technology platforms do you use?
We deploy integrated cloud-based systems for real-time financial data access, including analytics tools and automated reporting frameworks for investment managers.
