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Introducing DFP Partners

Formerly known as The SDDco Group, bringing 40 years of accounting and compliance expertise you can trust.

What We Do

For over 40 years, DFP Partners has been a committed partner in financial accounting and compliance to Broker-Dealers and Registered Investment Advisers. We provide a range of services covering everything from outsourced FinOp and CCO roles to AML testing and cybersecurity compliance consulting.

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FinOp, PFO & POO Services & Supervision

DFP Partners specializes in providing outsourced FinOp, PFO & POO services — freeing you to focus on your business.

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Broker-Dealer Membership & Compliance

Whether you want to outsource your CCO entirely, or leverage our consulting team on a project or retainer basis to support your in-house CCO, we offer a suite of compliance services that will meet your needs.

RIA Registration &
Compliance

DFP Partners offers wide-ranging compliance solutions for investment advisers including: SEC registration, outsourced CCO, and ongoing compliance support.

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AML Testing

DFP Partners provides independent testing of the Anti-Money Laundering (AML) programs of FINRA member broker-dealers and other financial institutions.

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Cybersecurity

Cybersecurity is a key focus for regulatory agencies. DFP Partners can ensure your firm is prepared to be evaluated on its cybersecurity risk management and data protection practices.

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Accounting & Bookkeeping

DFP Partners is a CPA firm that has been recognized for its accuracy and professionalism in outsourced Client Accounting Services for over four decades.

FinOp, PFO & POO Services & Supervision

DFP Partners specializes in providing outsourced FinOp, PFO & POO services — freeing you to focus on your business.

Broker-Dealer Membership & Compliance

Whether you want to outsource your CCO entirely, or leverage our consulting team on a project or retainer basis to support your in-house CCO, we offer a suite of compliance services that will meet your needs.

RIA Registration &
Compliance

DFP Partners offers wide-ranging compliance solutions for investment advisers including: SEC registration, outsourced CCO, and ongoing compliance support.

AML Testing

DFP Partners provides independent testing of the Anti-Money Laundering (AML) programs of FINRA member broker-dealers and other financial institutions.

Cybersecurity

Cybersecurity is a key focus for regulatory agencies. DFP Partners can ensure your firm is prepared to be evaluated on its cybersecurity risk management and data protection practices.

Accounting & Bookkeeping

DFP Partners is a CPA firm that has been recognized for its accuracy and professionalism in outsourced Client Accounting Services for over four decades.

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.

—— Cristina Del Sol, President, ACF International Inc., (subsidiary of Ahorro Corporación Financiera, S.V., S.A.)

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.

—— Peter Gottsegen, Managing Partner, CAI Managers & Co., L.P.

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.

—— Amanda Hascoe, Financial Analyst at The Niche Project, Inc.

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Who We Serve

DFP Partners is proud to serve a wide array of financial services companies at all stages of growth. See below for information on the types of firms we work with most often.

Broker-Dealers

DFP Partners has 40 years of experience solving many of the most common challenges that broker-dealers face.

RIAs

DFP Partners offers wide-ranging compliance solutions to investment advisers including: regulatory services, anti-money laundering programs, and ongoing support and advice.

Start-ups & New Businesses

DFP Partners has created a cost-effective model for startups in the FinTech sector, helping with: tax compliance & advising, business strategy & consulting, and advising on your approach to raising capital.