Financial Statement Services

Financial Statement Services

Full-service print and digital time-critical communications

Overview

FSSI provides full-service outsourcing for time-critical customer communications and transactional documents, handling design, print, production, and delivery across print, online, and electronic channels. Its workflow includes data management, variable data printing, and cross-media delivery, with real-time tracking, audit controls, and compliance reporting. It differentiates itself with end-to-end, time-sensitive production and regulatory monitoring across industries like financial services, healthcare, utilities, and government, including IRS form processing and disaster recovery services. Its goal is to help clients reduce operating and postal costs while ensuring secure, trackable delivery of statements and notices.

About Financial Statement Services

Simplify's Rating
Why Financial Statement Services is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Healthcare

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Santa Ana, California

Founded

1980

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Simplify's Take

What believers are saying

  • FSSI's 2025 Innovator of the Year recognition strengthens sales credibility in 2026.
  • Shelley Sweeney's 2025 marketing hire and Henry Perez's presidency signal growth-focused leadership.
  • New website and expanded East Coast capacity improve lead generation and national client coverage.

What critics are saying

  • Cathedral integration risk can disrupt service quality, margins, and client retention through 2026.
  • In-house production, mail tracking, and compliance workflows create execution exposure after any data incident.
  • Large customers can re-source commoditized statement printing to cheaper vendors within one contract cycle.

What makes Financial Statement Services unique

  • FSSI combines print, mail, email, and text delivery for regulated customer communications.
  • Its 2025 Cathedral Business Services acquisition added Rhode Island and Florida facilities, expanding redundancy.
  • SOC 2, HITRUST CSF, and HIPAA audits support its regulated-industry positioning.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Vacation

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Company Equity

Wellness Program

Company News

PRLog
Aug 3rd, 2023
Fssi Welcomes Shelley Sweeney As Vice President Of Marketing

FSSI announces the hiring of Shelley Sweeney, to help grow both their transactional and marketing divisions.ContactMichael Ouellet***@fssi-ca.com Michael OuelletEnd-- Financial Statement Services, Inc. (FSSI), a leading document outsourcing company, has added industry marketing veteran, Shelley Sweeney, to its senior leadership team. As Vice President of Marketing, Sweeney will lead the team that proposes and implements fully integrated marketing, brand and product strategies to support continued revenue growth.Sweeney joins FSSI after a successful career in marketing, business development and strategy, bringing more than 35 years of marketing expertise in the graphic communications industry. She previously worked for Xerox Corporation in her last assignment as Vice President/General Manager for the Direct Marketing, Catalogs and Transactional Printing sectors – a benefit to FSSI, a market leader in transactional and direct marketing sectors. Sweeney most recently worked for Cathedral Corporation, leading their non-profit, higher education and communication sectors."We are excited to have Shelley join our team. She is an accomplished and strategic marketing leader with strong expertise, deep knowledge of our core businesses, and great passion for our technologies and the opportunities ahead

Financial Statement Services, Inc. (FSSI)
Jul 31st, 2023
FSSI Welcomes Shelley Sweeney as Vice President of Marketing

Financial Statement Services, Inc. (FSSI), a leading document outsourcing company, has added industry marketing veteran, Shelley Sweeney, to its senior leadership team.

Financial Statement Services, Inc. (FSSI)
Apr 10th, 2023
Henry Perez Promoted to FSSI President

Santa Ana-based Financial Statement Services, Inc. (FSSI) recently announced the promotion of Henry Perez to President.

PRLog
Sep 7th, 2022
Fssi Splash Joins Ana To Facilitate Brand Growth In The Non-Profit Industry

FSSI Splash joins the Association of National Advertisers (ANA) as a Marketing Services Provider (MSP) to facilitate brand growth. Contact

Financial Statement Services, Inc. (FSSI)
Jan 27th, 2022
Fssi CA launches website

“Fssi CA is thrilled to launch the new website and think it will serve as a useful and informative tool for prospective and current clients to learn about FSSI and its capabilities.

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