OUTSOURCED CFO SERVICES
Outsourced CFO Services for Families, Founders, and Their Companies
HYK Ventures provides CPA-led financial operations, reporting, controls, and CFO-level advisory support for family offices, high-net-worth individuals, founders, business owners, wealth managers, and accounting firms.
Designed For
CPA-Led
Financial Operations and Advisory
20+
Years Fund-Level CFO Experience
Multi-Entity
Reporting Across Businesses, Holdings & Investments
Direct
Engagement Lead and Reporting Cadence
ABOUT HYK VENTURES
More Than Back-Office Support
HYK Ventures is a CPA-led outsourced CFO and financial operations firm for clients whose financial lives span businesses, entities, investments, and advisors. We bring accounting discipline, consolidated reporting, and CFO-level judgment into one coordinated financial function.
From early-stage startups to mature operating companies and investment structures, every engagement combines rigorous accounting execution with forward-looking financial planning and reporting.
Daily bookkeeping and cash management. Transaction support and investor reporting. Whatever the need, HYK works as a coordinated extension of your team.
“Our mission is to empower families, founders, and their companies with financial clarity, disciplined execution, and strategic insight.”
Client Segments
Who We Serve
Family Offices
Consolidated reporting, entity oversight, and investment tracking for families managing wealth across operating companies, holding entities, and private investments.
- Consolidated personal financial reporting and net worth tracking
- Oversight of operating entities and personal holding companies
- Private investment tracking, capital activity, and statement-based reporting
High-Net-Worth Individuals
A clearer view of personal wealth, liquidity, spending, and alternative investments, organized from available records so major decisions are based on better information.
- Personalized wealth tracking across all asset classes
- Global balance sheet consolidation
- Monthly expense budgets and cash flow management
Founders & Startups
CFO-level support for founders who need financial models, cash-flow visibility, investor reporting, and accounting discipline as the business grows.
- Outsourced CFO leadership and financial strategy
- Financial modeling, budgeting, and forecasting
- Cash flow planning and runway management
Small & Mid-Size Businesses
Operational accounting, cash management, management reporting, and planning support for companies that need finance department capability without building the whole function in-house.
- Full-service bookkeeping and operational accounting
- Daily, weekly, and monthly reconciliations
- Accounts payable, bill payment, and cash management
Wealth Managers
White-label financial reporting and private investment tracking that helps your firm expand client service without building an internal accounting team.
- White-label private investment tracking
- Reported valuations from client, custodian, manager, or advisor statements
- Monthly personal financial statements
Accounting Firms
Reliable outsourced bookkeeping, reconciliations, reporting, and bill-pay support so your professionals can stay focused on tax, advisory, and client relationships.
- Outsourced bookkeeping and reconciliation
- Financial reporting and statement preparation
- Bill pay and accounts payable management
What We Do
Our Services
Core Operations
Bill Pay & Cash Management
Streamlined accounts payable, bill payment processing, and cash flow management with documented approval workflows, reconciliations, and payment records.
Bookkeeping & Accounting
Full-service bookkeeping and operational accounting with daily, weekly, and monthly reconciliations. Accurate books are the foundation of everything we do.
Financial Reporting
Clear, actionable financial statements and management reporting delivered on your schedule. P&L, balance sheet, cash flow, and custom reports tailored to your needs.
Payroll Coordination
Payroll coordination and oversight with payroll providers and tax advisors to support accurate, timely processing and documentation.
Strategic Advisory
Budgeting & Forecasting
Forward-looking financial models, budgets, and forecasts that help you plan for growth, manage cash, and make informed decisions with confidence.
KPI Analysis
Custom key performance indicator development and tracking. We help you identify the metrics that matter and build systems to monitor them.
Deal Review & Due Diligence
Financial analysis and diligence support for new investments, acquisitions, private equity deals, and strategic transactions. Fund structures, investment terms, and document organization — all informed by fund-level operating experience.
Wealth & Investment Tracking
Global Balance Sheet
A consolidated view of your entire financial life — personal assets, operating entities, investments, and liabilities — in one unified report.
Investment & Alternative Assets Tracking
Tracking of investment activity, reported valuations, distributions, capital calls, and performance based on client, custodian, manager, and advisor-provided statements.
Monthly Expense Budget
Detailed monthly expense budgets with variance analysis, helping you understand where money flows and how to optimize spending.
Family & Business Advisory
Internal Advisory to Family-Run Businesses
Strategic financial advisory for family-run enterprises — navigating the intersection of family dynamics, business operations, and wealth preservation.
Outsourced CFO Leadership
Full-scope CFO-level leadership including financial strategy, investor relations, board reporting, and executive decision support.
Our Process
How We Work With You
Discovery Call
We start with a complimentary consultation to understand your business, financial complexity, and goals. This is a two-way conversation to determine fit and clarify priorities.
30 minutes, no obligation
Assessment & Proposal
Based on our conversation, we conduct a thorough assessment of your current financial operations. We then deliver a clear proposal outlining scope, services, deliverables, timeline, and fee structure.
Custom engagement proposal
Onboarding & Setup
We connect to your systems, organize your financial data, and establish reporting cadences. We coordinate with your existing advisors — CPAs, attorneys, wealth managers — to support an orderly transition.
Timeline depends on complexity and data readiness
Ongoing Partnership
We become an extension of your team. Monthly reporting, proactive insights, regular check-ins, and strategic guidance — all delivered with the responsiveness and attention you'd expect from an in-house CFO.
Dedicated team, monthly deliverables, direct access
Why HYK
What Sets Us Apart
CPA-Led, Fund-Level Expertise
Hillel brings 20+ years of financial industry experience spanning fund accounting, CFO, and principal roles across complex investment fund structures. That background informs HYK's accounting discipline, reporting rigor, and advisory judgment.
One Firm, Your Entire Financial Life
Most firms handle your business books OR your personal wealth. We help connect operating entities, personal finances, and private investments into one more unified financial picture.
Decision Support, Not Just Recordkeeping
We turn books, cash flows, entity data, and investment activity into reporting clients can use for allocation decisions, fundraising, operations, and advisor coordination.
High-Touch, Dedicated Teams
You get a dedicated engagement lead, a defined reporting cadence, and direct communication with the team responsible for your work.
White-Label Capabilities
For wealth managers and accounting firms, we operate behind the scenes under your brand. Your clients see your firm delivering excellence — we provide the infrastructure and execution that makes it possible.
Scalable from Day One
Whether you're a founder with a single entity or a family office with dozens of entities across multiple jurisdictions, our systems and processes are designed to adapt as needs become more complex.
Track Record
Representative Engagements
Multi-Entity
Unified Financial Reporting
Build a recurring reporting package across personal holdings, operating entities, and private investments.
Designed to improve visibility into net worth, liquidity, and upcoming capital needs.
Investor-Ready
Founder Finance Function
Create cleaner books, burn-rate tracking, financial models, and board-ready reporting for fundraising or growth planning.
Designed to support investor conversations with organized, decision-ready financial information.
Cadence
Operational Accounting Rhythm
Establish recurring reconciliations, payment workflows, close routines, and management reporting for growing businesses.
Designed to give owners a clearer operating picture and a more dependable monthly finance cadence.
White-Label
Advisor Reporting Support
Support wealth managers and accounting firms with private investment tracking, personal financial reporting, and back-office execution.
Designed to expand service capacity while keeping the advisor relationship at the center.
Voices
What Our Clients Say
Hillel and his team provided a great diligence review.
HYK Ventures is a full-service firm that supports our ongoing financial operations.
Hillel and team have worked on my accounts for over seven years.
Leadership
Our Team
Hillel Kamionski
Founder, CPA
For the last 20+ years, Hillel has worked in the financial industry across investment fund accounting, CFO, and principal roles for complex fund structures and strategies. Hillel founded HYK Ventures to bring CFO-level financial leadership to families, founders, and growing businesses who need strategic finance support without the overhead of a full-time hire.
- B.S., Yeshiva University
- MBT, University of Southern California (USC)
Questions
Frequently Asked Questions
What is an outsourced CFO and how is it different from a bookkeeper?
A bookkeeper records transactions and maintains your ledger. An outsourced CFO provides strategic financial leadership — budgeting, forecasting, financial modeling, investor reporting, and executive-level decision support. At HYK Ventures, we do both. We handle the foundational accounting work and layer on CFO-level strategy, so you get a complete financial function without hiring multiple people.
What size company or level of wealth is the right fit?
There's no strict minimum, but our clients typically have financial complexity that goes beyond basic bookkeeping — multiple entities, private investments, cross-border structures, or rapid growth that demands more structured financial support. If you're unsure whether you're the right fit, the easiest way to find out is a quick discovery call.
How is HYK different from other outsourced accounting firms?
Most outsourced accounting firms focus exclusively on either business books or personal wealth — not both. HYK helps integrate operating entities, personal finances, and private investments into a single unified view. Our founder's 20+ years of fund-level experience informs every engagement — whether it's a seed-stage startup or a multi-generational family office.
Do you replace our existing CPA, wealth manager, or attorney?
No. Coordination with your existing advisors is a core part of what HYK does. We work alongside your CPA for tax planning, your wealth manager for investment strategy, and your legal team for entity structuring. Rather than replacing relationships, we provide the financial infrastructure and reporting that helps every advisor serve you better.
How quickly can you get started?
Timing depends on the complexity of your financial structure, systems, and reporting needs. After discovery, HYK provides a proposed scope and onboarding plan so expectations are clear before work begins.
What will we receive each month?
Deliverables depend on scope, but clients commonly receive monthly financial statements, cash-flow visibility, budget-to-actual reporting, investment or entity tracking, and a clear set of follow-up items for owners, family offices, or advisors.
What industries and business types do you specialize in?
We work across industries including real estate, entertainment and media, technology, healthcare, professional services, and e-commerce. Our expertise is in the financial function itself — accounting, reporting, forecasting, and advisory — which translates across sectors. Our deep specialization is in serving clients with multi-entity structures, private investments, and complex financial lives.
What software and tools do you use?
We are platform-agnostic and work with the tools your business already uses. Common platforms include QuickBooks, Xero, NetSuite, and Sage Intacct for accounting; Bill.com for payments; Gusto and ADP for payroll; and custom reporting tools for consolidated financial views. If you need a system recommendation, we'll help you evaluate and implement the right solution.
How do you handle confidentiality and data security?
Client confidentiality is at the core of every engagement. Data-handling expectations, access needs, and confidentiality practices are reviewed during discovery and onboarding so the engagement is structured around the client's requirements.
What does pricing look like?
Pricing is based on entity count, transaction volume, reporting cadence, advisory needs, and whether support is direct or white-label. After discovery, HYK provides a defined monthly retainer with clear scope, deliverables, and fees.
Can you help us prepare for fundraising or a transaction?
Yes, this is a core strength. We help founders prepare investor-ready financials, build financial models, create board-level reporting packages, and organize data rooms for due diligence. For families and business owners considering a sale, merger, or new investment, we provide thorough financial analysis and due diligence support.
What if we only need help with one specific area, like bookkeeping?
That's perfectly fine. While many of our clients engage us for comprehensive financial leadership, we're equally happy to start with a single service area. Many relationships begin with bookkeeping or financial reporting and expand over time as clients see the value. There's no pressure to engage at a level beyond what you need today.
GET IN TOUCH
Ready for CFO-Level Financial Clarity?
Whether you're a family office seeking consolidated reporting, a founder preparing for fundraising, or a business owner who needs a financial partner, schedule a complimentary consultation to discuss how HYK can support your goals.
+1 213-456-5770
info@hykventures.com
Los Angeles, CA