Start-ups & New Businesses

who we serve > Start-ups & New Businesses

Start-ups & New Businesses

Delivering the knowledge & efficiency your business needs

DFP Partners has created a cost-effective model for startups in the FinTech sector, helping you with:

Anti-Money Laundering Programs

Your broker-dealer can also benefit from our independent testing of your Anti-Money Laundering (AML) programs. Our testing professionals are Certified AML Specialists (CAMS) and members of the Association of Certified Anti-Money Laundering Specialists (ACAMS).

Cybersecurity

FINRA continues to highlight cybersecurity as a top compliance risk to broker-dealers. DFP Partners will help you manage your cybersecurity policies and procedures and administer training to your firm.

Working with DFP Partners frees you to focus on what you do best, while we take care of other business needs such as:

Outsourced CFO services including: startup management, strategic financial planning, cost reduction improvements, contract negotiations, bank relationship management, risk assessment & advising, and taxation & audit facilitation
Accounting & bookkeeping services including: the establishment of books and records, monthly financial statements, accounts payable/receivable management, company payroll, budget preparations, and cash projections

What Our
Clients Have
to Say

What Our Clients Have to Say

DFP Partners has provided accounting, tax and regulatory compliance advice to ACF International Inc. since 1996—well over 15 years of flawless service. DFP Partners has a profound knowledge of their business and a deep understanding of ours. Each member of the DFP team stands out for complete professionalism and reliability, giving ACF absolute peace of mind in a sometimes complex accounting and regulatory environment.

My relationship with DFP Partners began nearly 25 years ago when they were S.D. Daniels & Company. Initially, the firm was retained to provide accounting services to the private equity firm I started. When I saw how knowledgeable and practical they were, I switched all my personal accounting and tax matters to them. I have found the firm to be an invaluable resource; always responsive in providing sensible, intelligent and useful advice. I recommend them without reservation.

As a small, tech start-up, DFP Partners was essential to the rapid growth of our business. DFP Partners ensured we stayed on track and that everything was accounted for. We fully realized the quality of their work when preparing documents for potential fundraising opportunities. DFP was available to answer our questions any time during the week and weekends, treating us like a priority client regardless of the size of our questions.

who we serve > Start-ups & New Businesses