Accounting and Investor Services Outsourcing


Sharing Your Vision for Success

Phoenix American Financial Services, Inc. (PAFS) offers each client a close relationship, working with you to understand and help with your company's vision — letting you focus on the core operations that make your business a success.

As a premier provider in outsourced accounting and investor services to companies managing investment programs, our clients benefit from our solid expertise in back-office operations. Our service offerings are integrated, complementary to the offerings of our affiliate companies, and backed by high quality technology, thus giving you a distinct array of financial and administrative outsourcing solutions.

With our reputation for distinctive quality and superior performance at an affordable price, PAFS is your total outsourcing solution.

Investor Services

PAFS provides complete daily investment administration functions on our Syndication Tracking and Reporting (STAR) system designed specifically for direct participation investment programs (including REITS, Limited Partnerships, LLCs, and similar securities). Our services include transfer agency, K-1 and 1099 generation, new business compliance, commission processing, proxy services, and investor/shareholder tracking and reporting.

When full-service is more than you need, but you are still searching for proven software for your investment tracking, we offer an application-only solution of STAR.

Accounting Services

PAFS provides complete general ledger accounting, financial reporting and analysis, daily transaction processing, customer billing, and cash management services. To enhance our accounting services, we offer premium services including SEC reporting (including EDGAR filings), tax compliance, and audit support.

PAFS works with companies that manage investment programs with industry specialization in:

  • Leasing
  • Aircraft Financing
  • Asset-Backed Securitizations
  • Real Estate Syndication

Outsourcing with PAFS can save you time, refocus resources, simplify and improve your operations, and reduce costs.

Talk to a PAFS representative today to learn more about our outsourcing solutions and how they will enhance your business.

 

Outsource your financial and administrative functions today and ease the burden of tomorrow.

You benefit from:
  • Savings on overhead costs and time
  • Increased efficiencies & specialized skills
  • Access to high quality applications
  • Trusted relationship

Our promise of:

  • Experienced professionals
  • Client commitment
  • Quality service
  • Affordable, scaleable price



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