Simplified solutions to root
your business’s financial growth
We offer finance, accounting, tax and consulting services for corporate clients, early stage private companies, non-profits, and individuals needing advisory services.
by GROWTH STAGE
SERVICES
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LAUNCH
Employee On-Boarding
Payroll & Benefits
Accounting Systems
Financial Statements
Vendor Payments
Cap Table Management
Compliance Filings
Cash Runway -
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PRODUCT-MARKET FIT
Business Modeling & Forecasting
Management Reporting
KPIs, Dashboards, & Metrics
Board Reporting
Billings & Collections
Accounting Policies
International Accounting
GAAP Accounting
Venture Debt -
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GO-TO-MARKET
Bank Relationships
Fundraising
Technical Reporting
Growth Capital Funding
Revenue Recognition
Unit Economic Analysis
Sales Tax -
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SCALE
Audit Relationships & Support
Acquisition Due Diligence
Asset Based Lending
ERP
On-going Team Structure
Financial Recruiting
M&A Due Diligence
by DEPARTMENT
SERVICES
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FINANCIAL STRATEGY
Board & Management Reporting
Fundraising & Investor Meetings
Business Modeling & Forecasting
Growth Capital
A/R & MRR Lines of Credit
Mergers & Acquisitions
M&A Due Diligence -
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FINANCE & ACCOUNTING
Financial Statements
Accounting, Billing & Collections, Vendor Payments
Revenue Recognition & Accounting Policies
Tax Compliance
Bank & Audit Relationships
International Accounting -
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HUMAN RESOURCES
Payroll
Onboarding
Employee Benefits Analysis
Salary & Equity Studies
Employee Benefits Implementation
Financial Recruiting -
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LEGAL
Cap Table Management
Stock Option Management
409a Compliance
Contract Review
Business Insurance
Product Insurance
