WHAT WE DO

Regardless of your company's stage, it's our mission to seamlessly manage finances and improve business operations. We want you to better focus on fulfilling your company's vision and be more thoughtful in the process. Whether you need an accountant's expertise for bookkeeping, a CPA for filing taxes, a CFO's perspective to think more strategically, or a strategic advisor, we've got you covered.

ADVISORY

Whether raising your first round of funding or selling a business, the road can seem daunting. But don't worry, we do this sort of stuff all the time. We can help analyze the scenarios, prepare for the deal, and leverage the right investors.  

STRATEGIC ADVISORY & BUSINESS PLANNING

TRANSACTION SUPPORT & FUNDRAISING ASSISTANCE

BUSINESS STRUCTURING & SCENARIO PLANNING

ACCESS TO BROAD NETWORK OF INVESTORS, PARTNERS & VENDORS

 

CHIEF FINANCIAL OFFICER

The lifecycle of a business is hardly smooth sailing. But with the right CFO you can weather those storms to keep pushing forward. We pride ourselves in our ability to analyze the business proactively so you can be a calculated decision-maker.

BUSINESS STRATEGY & ANALYSIS

 

FINANCIAL REPORTING, BUDGETING & MODELING

 

INVESTOR SUPPORT, METRICS & KPIs

PART-TIME/INTERIM CFO

 

CERTIFIED PUBLIC ACCOUNTANTS

We know that nothing in this world is certain except death and taxes. So we'll make sure you're compliant on all the filings and set a strategy that helps minimize how much you're paying.  

TAX PREPARATION & FILING

TAX STRATEGY & OPTIMIZATION

FINANCIAL STATEMENT PREPARATION

REVENUE RECOGNITION

 

ACCOUNTING & BOOKKEEPING

Clean books are the foundation of a company's financial health. But making sure things are in order is time consuming and nuanced. Let us keep things in tip top shape so you can focus on making bigger impacts.

MANAGE QUICKBOOKS (OR XERO, ETC.)

INVOICING & ACCOUNTS RECEIVABLE

 

EXPENSE MANAGEMENT & ACCOUNTS PAYABLE

PAYROLL ADMINISTRATION

 
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