Press Room

Vistage Recognizes FSSI CEO Jennifer Dietz with a 2024 Lifetime Achievement Award

Image: Santa Ana, California location icon Santa Ana, California on September 18, 2024

Jennifer Dietz has been named the recipient of a 2024 Lifetime Achievement Award by Vistage, the world’s largest CEO coaching and peer advisory organization for small and midsize businesses. The Lifetime Achievement Award honors long-standing members who see no finish line in their pursuit of world class. With...

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FSSI Welcomes Shelley Sweeney as Vice President of Marketing

Image: Santa Ana, California location icon Santa Ana, California on July 31, 2023

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...

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FSSI Owners Honored at the Annual Difference Makers Awards

Image: Santa Ana, California location icon Santa Ana, California on May 5, 2023

FSSI’s Founder, Jon Dietz, and CEO, Jennifer Dietz, were recently honored as “Large Business Difference Makers of the Year” by the Santa Ana Chamber of Commerce at the 13th Annual Difference Makers event. This event recognizes Santa Ana business leaders and outstanding graduating students who impact the...

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FSSI Promotes Henry Perez to President

Image: Santa Ana, California location icon Santa Ana, California on April 10, 2023

Santa Ana-based Financial Statement Services, Inc. (FSSI) recently announced the promotion of Henry Perez to President.  Prior to this announcement, Jennifer Dietz was filling both President and Chief Executive Officer (CEO) roles.  Dietz will remain CEO as Perez takes over the strategic and tactical...

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FSSI Maintains HIPAA Compliance with Top-Notch Security Standards

Image: Santa Ana, California location icon Santa Ana, California on December 7, 2022

FSSI, an industry-leading document outsourcing specialist, proudly announced the successful completion of its annual HIPAA audit, meeting all HIPAA compliance and security standards in all locations. Being HIPAA compliant ensures that FSSI follows best practices for keeping highly-sensitive data secure when...

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Foresight and Innovation Leads FSSI to Successful Completion of Annual SOC 2 Audit

Image: Santa Ana, California location icon Santa Ana, California on December 7, 2022

FSSI, an industry-leading document outsourcing specialist, proudly announced the successful completion of its annual SOC 2 audit with zero exceptions in all locations. Continuing a 15-plus year commitment to superior security standards, FSSI met or exceeded the American Institute of Certified Public...

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FSSI Splash Joins ANA to Facilitate Brand Growth in the Non-Profit Industry

Image: Santa Ana, California location icon Santa Ana, California on September 14, 2022

FSSI Splash has joined the Association of National Advertisers (ANA), with an exclusive Marketing Services Provider (MSP) membership that gives its Direct Mail and Marketing Services division access to industry-leading resources, training, and peer-to-peer collaboration to help drive professional and...

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FSSI Becomes Employee-Owned Through an Employee Stock Ownership Plan (ESOP)

Image: Santa Ana, California location icon Santa Ana, California on March 17, 2022

After 40 years of significant expansion and growth, FSSI starts its next chapter as an employee-owned company. FSSI recently joined an elite group of companies across the U.S., completing a transaction to become partially employee-owned through its newly-created Employee Stock Ownership Plan (ESOP). Under...

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