Our Services
Precision in every decimal and insight beyond numbers, our firm provides comprehensive financial services, including Fractional CFO and accounting support, 409A valuations, tax advisory services, and fundraising assistance. With unmatched accuracy and strategic foresight, we empower startups and businesses to thrive in any financial landscape.
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CFO Consulting
Fundraising Preparation
Financial Model review/adjustments
Contracts Analysis
M&A Support
Hiring Plan and Models
On Demand CFO Consulting
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Accounting
Bookkeeping
Payroll Accounting and Management
Accounts Payable and Accounts Receivable (AP/AR bill pay)
Vendor Management
Bank reconciliations
GAAP compliant financial reporting delivered within 5 business days
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FP&A Consulting
Financial Modeling creation
Cash to GAAP conversion
Budgeting and Forecasting
Cash Flow Analysis
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Tax Advisory
Sate and Federal Income Tax Return Preparation and Filing
Tax Planning and Consulting
R&D Tax Credits
International tax filing obligations assessments and transfer pricing agreements
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Fundraising
Pitch Deck
Executive Summary
Investor Introductions
Due Diligence
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Sales
Go To Market Strategy
Sales Playbook development
30,60,90 day rep plans
Quota and hiring plan development
Lead Generation
Referral relationship creation
