Financial Advice, Guidance and Management that adds value to your business.
CMFS Advisors
CMFS Advisors offers accounting expertise in financial institution accounting as well as operational services.
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“Chaim is the absolute best. I had the pleasure of working with him for many years, and he is invaluable. If you are looking for an outsourced CFO/COO, Chaim is the person!”
H. Doshi
Hedge Fund Client
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“Chaim Miller is an exceptional CFO and accountant whose professionalism and efficiency consistently deliver outstanding results. He is a self-starter, proactively tackling challenges with precision and insight. Working with Chaim is a pleasure, as his collaborative and approachable nature makes complex financial processes seamless and stress-free. I highly recommend him for any organization seeking a top-tier financial professional.”
C. Crowley
Digital Asset Fund client
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"I have known Chaim for over 20 years. From the outset, his professionalism, depth of knowledge, and solutions-oriented approach stood out. Over time, our working relationship evolved into a valued friendship. Being a client, Chaim performed exceptional CFO and accounting work and exceeded expectations. His strategic insight, financial acumen, and ability to communicate complex issues clearly made an immediate impact. Whether it’s streamlining financial operations, offering thoughtful guidance, or simply being someone you can count on, Chaim is the kind of professional who raises the bar. I highly recommend Chaim Miller to any organization in search not just for accounting expertise but as a trusted advisor and a partner in growth."
J. Sheinman
Hedge Fund Client
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FOUNDING PARTNER
Chaim Miller has provided financial accounting, audit and tax services to various sized firms since 1990. Chaim is experienced with all aspects of accounting, tax, structure and auditing issues for Funds and Management and Operating Companies.
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As the Comptroller of a $6.5 billion long/short equity hedge fund, he was responsible for the management company and family office departments (accounting, tax, systems operations), as well as tax reporting for the Funds. He was a Director in the Financial Services practice at the number 5 national public accounting firm. Chaim has demonstrated the ability to find accounting and tax efficiencies that have added value to his clients. This has resulted in efficient operations and significant cost savings. Chaim is a Certified Public Accountant and a member of the AICPA.
Chaim Miller
Experienced CFO
Asad Jan
such as paying too much for closed deals or paying excessive taxes. During my time at Deloitte, working closely with private equity firms, I gained insights into strategies that many CPAs rarely encounter. I learned the processes these firms use to acquire, grow, and enhance businesses, turning them into highly profitable ventures. Inspired by the value of these strategies, I founded Prosolve CPA to provide entrepreneurs with the same processes and guidance used by large companies to help them succeed.
Whether you’re in the process of buying a business or already own one, the Prosolve CPA team is here to guide you every step of the way. We’ll help you understand your finances, optimize your tax strategies, and provide the insights you need to make smarter decisions, grow your business, and build lasting wealth.
Asad Jan is the founder of Prosolve CPA. After spending nearly a decade working with Wall Street clients at Deloitte, one of the world’s leading accounting firms, I realized my true passion wasn’t in serving massive corporations but in helping small business owners and entrepreneurs.
I wanted to make a meaningful impact by supporting entrepreneurs in their journey of Entrepreneurship Through Acquisition (ETA). I've observed that many individuals pursuing ETA often lack the necessary guidance to make informed choices when buying or managing a business. This can result in costly errors,
Experienced CFO
Howard Tepper has helped companies elevate their financial standing and grow their bottom line. He serves in a consulting and financial services capacity for companies of all sizes. Utilizing a unique combination of financial and operational expertise.
With past leadership roles at Healthcare System, startups and at a subsidiary of a fortune 6 company, Howard has proven his ability to drive positive financial outcomes.Forward-thinking and results-driven, Howard employs the twin resources of technology and data, to drive a
Howard Tepper
shared decision model and, ultimately, optimize revenue. He is skilled in increasing efficiency, productivity, and profitability; developing and implementing best practices; strengthening company alignment; increasing both customer and staff satisfaction; while empowering employees toward peak performance—all of which improve the bottom line.
In addition, Howard is a skilled change agent and growth strategist. He has stood on both sides of the table for acquisitions and investments, expanding company revenue, securing critical growth funding, and establishing successful joint ventures. With Howard by your side, you can trust in both the process and the future.
Howard has stepped in as a fractional CFO to provide general financial oversight, helped brand new companies get established, guided larger corporations to unprecedented growth, negotiated successful acquisitions and private equity investments, and more. As a consultant and financial expert, he applies his vast knowledge, expertise and experience to help companies of all sizes and stages achieve their financial and functional goals.
Trusted Advisor
Pat has 25+ years of financial services experience in both the alternative investments and securities broker-dealer
industries. He has served as Partner and Chief Financial Officer of an alternative investments manager and as Series
27 Financial and Operational Principal for approximately fifty securities broker-dealers. He is familiar with all aspects of both industries with expertise in regulatory, accounting, reporting and financial responsibility compliance matters.
Pat’s experience includes 8 years in public accounting at a Big Four firm where he devoted himself almost exclusively
to financial services clients; a multi-year stint as the
Pat Marron
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Controller for a regional securities broker-dealer; a partnership position at an alternative investments manager managing accounting, reporting, operations and income tax compliance; founding and building a firm devoted to servicing both securities broker-dealers and alternative investments managers which he grew to servicing dozens of the former and hundreds of the latter before selling to a now-public company. Over the last several years, Pat has stepped away from client facing responsibilities.
Pat received his B.S. in Accounting from Manhattan University and obtained his CPA license from New York State.
OUR SERVICES
Start-Ups
Start-Ups
Management and Operating Company Accounting
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Investment Company Accountant
Investment Company Accountant
Start Ups
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Review and provide comments on formation documents.
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Work directly with attorneys to finalize agreements.
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Assist in developing presentations and marketing materials.
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Develop DDQs and participate in investor due diligence meetings.
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Implement firm policies and procedures.
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Bookkeeping services.
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Review and reconcile payroll.
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Budgeting and forecasting.
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Financial statement preparation.
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Cash flow management.
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Preparation of working papers and liaise with auditors and tax preparers.
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Maintain partnership profit and loss allocations.