RFZ Accounting

RFZ Accounting was hired by a proprietary trading firm seeking comprehensive accounting services. The firm provides specialized trading accounts and simulated funds to traders across various skill levels. RFZ Accounting was tasked to handle their end-to-end financial operations. Their services extended beyond basic bookkeeping to function as an outsourced CFO and tax strategy team. Tasks included monthly financial reporting, tax filings, budgeting, cash flow forecasting, managing AP/AR reconciliation, and payroll.

Working with a team of 2-5 from RFZ Accounting, they started on this enduring partnership in May 2026. The team's commitment and comprehensive service won the firm over during an online search based on price suitability. RFZ Accounting's role significantly covers all financial aspects, including monthly reporting (profit & loss statements, balance sheets, cash flow), tax filings, budget planning and cash flow forecasting.

Overall, RFZ Accounting has proved invaluable to the trading firm by shouldering the broad spectrum of their financial operations. Regular P&L, balance sheet and cash flow reporting coupled with tax strategy guidance have provided the client firm with a solid financial footing. Their services, well within the client's budget, led to an ongoing partnership that began in May 2026. This long-standing relationship is a testament to RFZ Accounting's dedication and ability to consistently deliver high-quality accounting services.